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Name Holding Trade Value Shares
Change
Change in
Stake
Caisse de Depot et Placement du Quebec (CDPQ)
701
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$569K +$294K +800 +102%
SW
702
SVB Wealth
Massachusetts
$567K +$580K +1,578 New
GHAM
703
Gilman Hill Asset Management
Connecticut
$567K – – –
Avidian Wealth Enterprises
704
Avidian Wealth Enterprises
Texas
$567K +$9.56K +26 +2%
Fulton Bank
705
Fulton Bank
Pennsylvania
$565K +$71K +193 +14%
Atria Wealth Solutions
706
Atria Wealth Solutions
New York
$561K -$115K -312 -17%
SWA
707
Stratos Wealth Advisors
Ohio
$560K -$22.8K -62 -4%
LW
708
Linscomb Wealth
Texas
$558K +$572K +1,555 New
HFAS
709
Hummer Financial Advisory Services
Illinois
$551K -$73.5K -200 -12%
LF
710
Lantz Financial
Illinois
$546K -$123K -334 -18%
GCC
711
Game Creek Capital
Massachusetts
$539K – – –
Waverly Advisors
712
Waverly Advisors
Alabama
$539K +$158K +430 +40%
GL
713
Graypoint LLC
New York
$538K +$36.4K +99 +7%
TA
714
Tectonic Advisors
Texas
$538K – – –
VPI
715
Value Partners Investments
Manitoba, Canada
$533K +$10.3K +28 +2%
Pinnacle Financial Partners (Tennessee)
716
Pinnacle Financial Partners (Tennessee)
Tennessee
$533K -$2.94K -8 -0.5%
II
717
Impact Investors
California
$532K +$545K +1,481 New
AWA
718
Arete Wealth Advisors
Illinois
$531K – – –
MW
719
MBL Wealth
North Carolina
$529K – – –
FPCP
720
Fort Point Capital Partners
California
$528K -$3.68K -10 -0.7%
WFI
721
West Family Investments
California
$527K -$6.99K -19 -1%
IA
722
IFG Advisors
Missouri
$527K – – –
Sagespring Wealth Partners
723
Sagespring Wealth Partners
Tennessee
$525K +$538K +1,463 New
Penserra Capital Management
724
Penserra Capital Management
California
$525K +$193K +526 +56%
NRS
725
Neville Rodie & Shaw
New York
$521K – – –