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Name Holding Trade Value Shares
Change
Change in
Stake
AFA
976
AA Financial Advisors
Ohio
$521K +$11.6K +13 +2%
NP
977
Nilsine Partners
Colorado
$519K +$120K +134 +27%
SRC
978
Shufro Rose & Co
New York
$519K – – –
TW
979
TrinityPoint Wealth
Connecticut
$518K -$33.1K -37 -6%
OWA
980
ORBA Wealth Advisors
Illinois
$515K +$16.1K +18 +3%
CI Investments Inc
981
CI Investments Inc
Ontario, Canada
$512K -$2.92M -3,267 -84%
AIA
982
Alera Investment Advisors
Illinois
$512K -$129K -144 -19%
VARA
983
Value Aligned Research Advisors
New Jersey
$504K +$500K +559 New
CA
984
Clearstead Advisors
Ohio
$503K -$147K -164 -21%
CCM
985
CloudAlpha Capital Management
Hong Kong
$500K -$2.04M -2,280 -79%
OAC
986
OMERS Administration Corp
Ontario, Canada
$500K -$536K -600 -50%
WAP
987
Wealthcare Advisory Partners
Pennsylvania
$499K -$33.1K -37 -6%
AA
988
Ancora Advisors
Ohio
$499K +$330K +369 +160%
CWM
989
Connecticut Wealth Management
Connecticut
$497K – – –
AWC
990
Abundance Wealth Counselors
Pennsylvania
$496K +$21.5K +24 +4%
OC
991
Opinicus Capital
Florida
$496K +$138K +154 +35%
TPI
992
Trust Point Inc
Wisconsin
$493K +$31.3K +35 +6%
Empower Advisory Group
993
Empower Advisory Group
Colorado
$492K +$75.1K +84 +17%
CAG
994
Crestwood Advisors Group
Massachusetts
$492K -$18.8K -21 -3%
IAIM
995
International Assets Investment Management
Florida
$492K +$60.8K +68 +13%
PCFFS
996
Pacific Center for Financial Services
California
$489K -$25.9K -29 -5%
CAIMH
997
Central Asset Investments & Management Holdings
Hong Kong
$483K -$745K -833 -59%
CP
998
Canopy Partners
Ohio
$483K +$22.4K +25 +5%
EI
999
Ellevest Inc
New York
$480K +$24.1K +27 +5%
CT
1000
Caldwell Trust
Florida
$479K – – –