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Name Holding Trade Value Shares
Change
Change in
Stake
CA
826
Clearstead Advisors
Ohio
$571K -$20.5K -141 -3%
FWM
827
Focused Wealth Management
New York
$570K -$70.9K -487 -9%
YIH
828
Y-Intercept (HK)
Hong Kong
$569K -$2.11M -14,493 -75%
PCM
829
Parsons Capital Management
Rhode Island
$569K -$21.4K -147 -3%
Fifth Third Bancorp
830
Fifth Third Bancorp
Ohio
$568K -$1.95M -13,370 -74%
EGM
831
Engineers Gate Manager
New York
$568K +$696K +4,779 New
KTC
832
Kistler-Tiffany Companies
Pennsylvania
$559K -$315K -2,161 -31%
SIS
833
Susquehanna International Securities
Ireland
$559K +$686K +4,709 New
AWM
834
Avitas Wealth Management
California
$548K +$19.1K +131 +3%
FFA
835
First Foundation Advisors
California
$547K -$23K -158 -3%
KWM
836
Kingsview Wealth Management
Oregon
$542K -$386K -2,653 -37%
CFSG
837
Community Financial Services Group
Vermont
$540K -$10.9K -75 -2%
WBG
838
Wharton Business Group
Pennsylvania
$532K – – –
CI Investments Inc
839
CI Investments Inc
Ontario, Canada
$529K -$11.9K -82 -2%
WC
840
Weil Company
California
$527K +$646K +4,436 New
PWP
841
Pursue Wealth Partners
California
$527K +$646K +4,439 New
SW
842
SteelPeak Wealth
California
$526K -$242K -1,663 -27%
VVP
843
Venture Visionary Partners
Ohio
$526K -$139K -956 -17%
KA
844
Kovack Advisors
Florida
$524K -$171K -1,176 -21%
CA
845
Cornerstone Advisory
Maryland
$523K -$384K -2,635 -37%
GC
846
Grace Capital
Massachusetts
$523K -$87.4K -600 -12%
SV
847
Sturgeon Ventures
United Kingdom
$523K +$641K +4,400 New
BL
848
Balentine LLC
Georgia
$518K +$151K +1,034 +31%
WP
849
WMS Partners
Maryland
$518K +$222K +1,527 +54%
EF
850
Empowered Funds
Pennsylvania
$517K -$942K -6,468 -60%