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Name Holding Trade Value Shares
Change
Change in
Stake
SRC
976
Shufro Rose & Co
New York
$519K
TW
977
TrinityPoint Wealth
Connecticut
$518K -$33.1K -37 -6%
OWA
978
ORBA Wealth Advisors
Illinois
$515K +$16.1K +18 +3%
CI Investments Inc
979
CI Investments Inc
Ontario, Canada
$512K -$2.92M -3,267 -84%
AIA
980
Alera Investment Advisors
Illinois
$512K -$129K -144 -19%
VARA
981
Value Aligned Research Advisors
New Jersey
$504K +$500K +559 New
CA
982
Clearstead Advisors
Ohio
$503K -$147K -164 -21%
CCM
983
CloudAlpha Capital Management
Hong Kong
$500K -$2.04M -2,280 -79%
OAC
984
OMERS Administration Corp
Ontario, Canada
$500K -$536K -600 -50%
WAP
985
Wealthcare Advisory Partners
Pennsylvania
$499K -$33.1K -37 -6%
AA
986
Ancora Advisors
Ohio
$499K +$330K +369 +160%
CWM
987
Connecticut Wealth Management
Connecticut
$497K
AWC
988
Abundance Wealth Counselors
Pennsylvania
$496K +$21.5K +24 +4%
OC
989
Opinicus Capital
Florida
$496K +$138K +154 +35%
TPI
990
Trust Point Inc
Wisconsin
$493K +$31.3K +35 +6%
Empower Advisory Group
991
Empower Advisory Group
Colorado
$492K +$75.1K +84 +17%
CAG
992
Crestwood Advisors Group
Massachusetts
$492K -$18.8K -21 -3%
PCFFS
993
Pacific Center for Financial Services
California
$489K -$25.9K -29 -5%
CAIMH
994
Central Asset Investments & Management Holdings
Hong Kong
$483K -$745K -833 -59%
CP
995
Canopy Partners
Ohio
$483K +$22.4K +25 +5%
EI
996
Ellevest Inc
New York
$480K +$24.1K +27 +5%
CT
997
Caldwell Trust
Florida
$479K
PA
998
PFG Advisors
Arizona
$478K -$104K -116 -17%
GVAG
999
Great Valley Advisor Group
Delaware
$477K -$59.9K -67 -10%
CCA
1000
Clearwater Capital Advisors
Illinois
$477K