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Name Holding Trade Value Shares
Change
Change in
Stake
TD Waterhouse Canada
601
TD Waterhouse Canada
Ontario, Canada
$518K +$2.83K +10 +0.5%
PMFA
602
Plante Moran Financial Advisors
Michigan
$518K -$4.52K -16 -0.8%
FBFS
603
First Business Financial Services
Wisconsin
$515K – – –
Capital Investment Advisors
604
Capital Investment Advisors
Georgia
$511K – – –
ZB
605
Zions Bancorporation
Utah
$510K +$126K +445 +31%
Conning Inc
606
Conning Inc
Connecticut
$509K -$46.9K -166 -8%
LAM
607
Lountzis Asset Management
Pennsylvania
$509K – – –
Aquatic Capital Management
608
Aquatic Capital Management
Illinois
$509K +$537K +1,900 New
RW
609
Rede Wealth
Virginia
$508K – – –
LF
610
Lantz Financial
Illinois
$505K -$30K -106 -5%
FANJ
611
Financial Architects (New Jersey)
New Jersey
$501K – – –
WP
612
WMS Partners
Maryland
$495K +$4.81K +17 +0.9%
CA
613
Crane Advisory
California
$486K +$498K +1,760 New
YC
614
Yarbrough Capital
Tennessee
$468K -$366K -1,294 -43%
Orion Portfolio Solutions
615
Orion Portfolio Solutions
Nebraska
$468K +$108K +383 +28%
Wedbush Securities
616
Wedbush Securities
California
$461K -$5.37K -19 -1%
Atria Wealth Solutions
617
Atria Wealth Solutions
New York
$458K -$209K -738 -30%
S
618
SimplyRich
California
$458K – – –
NCMW
619
Northern Capital Management (Washington)
Washington
$452K – – –
MA
620
Momentum Advisors
New York
$448K +$472K +1,671 New
Saturna Capital
621
Saturna Capital
Washington
$446K – – –
AW
622
ACG Wealth
Georgia
$445K – – –
SignatureFD
623
SignatureFD
Georgia
$431K +$54.8K +194 +14%
Prospera Financial Services
624
Prospera Financial Services
Texas
$427K +$1.13K +4 +0.3%
BAM
625
Blueshift Asset Management
New Jersey
$425K +$207K +731 +85%