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Name Holding Trade Value Shares
Change
Change in
Stake
PWM
701
Perigon Wealth Management
California
$432K -$26.2K -82 -5%
CPRC
702
Consolidated Portfolio Review Corp
New York
$432K
IA
703
IFG Advisors
Missouri
$427K
Connor, Clark & Lunn Investment Management (CC&L)
704
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$422K +$464K +1,451 New
IWA
705
Icon Wealth Advisors
Texas
$422K +$464K +1,450 New
NRS
706
Neville Rodie & Shaw
New York
$422K
SCA
707
Sandy Cove Advisors
Massachusetts
$421K +$35.9K +112 +8%
AWM
708
Apollon Wealth Management
South Carolina
$420K +$109K +341 +31%
PWG
709
Portside Wealth Group
Utah
$419K -$7.04K -22 -2%
WI
710
WrapManager Inc
California
$419K -$22.7K -71 -5%
FPCP
711
Fort Point Capital Partners
California
$414K +$640 +2 +0.1%
AWE
712
Avidian Wealth Enterprises
Texas
$411K +$20.5K +64 +5%
IWA
713
Inspirion Wealth Advisors
Illinois
$409K +$455K +1,420 New
BIM
714
Baldwin Investment Management
Pennsylvania
$407K
LCGC
715
Legacy Capital Group California
California
$405K +$13.4K +42 +3%
PA
716
Pinnacle Associates
New York
$405K +$640 +2 +0.1%
NSIM
717
North Star Investment Management
Illinois
$404K
AFO
718
Arrowroot Family Office
California
$402K +$17.9K +56 +4%
WFI
719
West Family Investments
California
$400K
SWM
720
SeaCrest Wealth Management
New York
$393K -$7.68K -24 -2%
ClearBridge Investments
721
ClearBridge Investments
New York
$392K +$431K +1,347 New
NOI
722
Newton One Investments
Delaware
$389K
PL
723
Perpetual Ltd
Australia
$388K -$378K -1,182 -47%
WFA
724
Wellspring Financial Advisors
Ohio
$386K +$56K +175 +15%
TNBTD
725
Trustmark National Bank Trust Department
Mississippi
$386K -$54.7K -171 -11%