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Name Holding Trade Value Shares
Change
Change in
Stake
OQS
476
Occudo Quantitative Strategies
Florida
$958K +$926K +4,534 New
SC
477
Scotia Capital
Ontario, Canada
$956K -$24.3K -119 -3%
LNC
478
Lincoln National Corp
Pennsylvania
$955K +$1.63K +8 +0.2%
AIM
479
Aigen Investment Management
New York
$947K +$915K +4,483 New
VWM
480
Venturi Wealth Management
Texas
$941K +$107K +524 +13%
GCMG
481
Gyroscope Capital Management Group
Florida
$934K -$19.4K -95 -2%
Bank of Nova Scotia
482
Bank of Nova Scotia
Ontario, Canada
$934K
MWM
483
Midwest Wealth Management
Indiana
$909K +$879K +4,303 New
AFA
484
Abacus FCF Advisors
Florida
$905K -$948K -4,641 -52%
CAM
485
Cubic Asset Management
Massachusetts
$903K
WANY
486
Wealthspire Advisors (New York)
New York
$896K +$7.15K +35 +0.8%
RC
487
RBF Capital
California
$866K
EIP
488
Ellis Investment Partners
Pennsylvania
$865K -$6.33K -31 -0.8%
VIA
489
Vident Investment Advisory
Georgia
$863K -$283K -1,386 -25%
KAS
490
Kestra Advisory Services
Texas
$863K +$839K +4,108 +6,041%
CCP
491
Corient Capital Partners
California
$862K +$23.9K +117 +3%
LFAS
492
Level Four Advisory Services
Texas
$848K +$34.9K +171 +4%
PWA
493
Providence Wealth Advisors
Illinois
$842K
KWA
494
KCS Wealth Advisory
California
$832K +$8.98K +44 +1%
ACA
495
Atlas Capital Advisors
Wyoming
$828K +$800K +3,917 New
GFP
496
Gryphon Financial Partners
Ohio
$827K -$59.2K -290 -7%
SVWAG
497
Sound View Wealth Advisors Group
Georgia
$826K +$58K +284 +8%
HW
498
Hancock Whitney
Mississippi
$824K -$33.1K -162 -4%
STB
499
S&T Bank
Pennsylvania
$823K +$795K +3,895 New
OSAM
500
O'Shaughnessy Asset Management
Connecticut
$816K +$116K +567 +17%