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Name Holding Trade Value Shares
Change
Change in
Stake
CAN
201
Cetera Advisor Networks
California
$1.49M -$357K -5,982 -19%
SFA
202
Sequoia Financial Advisors
Ohio
$1.49M +$427K +7,154 +40%
JWM
203
Jeppson Wealth Management
California
$1.48M +$37.6K +631 +3%
1832 Asset Management
204
1832 Asset Management
Ontario, Canada
$1.47M +$1.45M +24,350 +8,117%
FDCDDQ
205
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.42M -$56.9K -955 -4%
NB
206
Northwest Bancshares
Pennsylvania
$1.41M -$24.5K -411 -2%
NFG
207
Norris Financial Group
South Carolina
$1.38M -$78.1K -1,310 -5%
DBRC
208
D.B. Root & Company
Pennsylvania
$1.37M +$2.03K +34 +0.1%
BCI
209
Brinker Capital Investments
Pennsylvania
$1.32M -$21.4K -359 -2%
OPS
210
Orion Portfolio Solutions
Nebraska
$1.32M -$21.4K -359 -2%
AWS
211
Atria Wealth Solutions
New York
$1.32M +$365K +6,121 +38%
LWAM
212
Legacy Wealth Asset Management
Minnesota
$1.31M +$12K +202 +0.9%
GC
213
Guggenheim Capital
Illinois
$1.3M -$167K -2,796 -11%
Luther King Capital Management (LKCM)
214
Luther King Capital Management (LKCM)
Texas
$1.29M -$21K -352 -2%
Schroder Investment Management Group
215
Schroder Investment Management Group
United Kingdom
$1.28M -$356K -5,976 -22%
EFS
216
Essex Financial Services
Connecticut
$1.28M -$3.1M -51,958 -71%
BL
217
BFSG LLC
California
$1.28M +$117K +1,958 +10%
CTA
218
Chesley Taft & Associates
Illinois
$1.27M -$176K -2,950 -12%
AC
219
Annandale Capital
Texas
$1.27M
DCM
220
DGS Capital Management
New Jersey
$1.26M +$96.1K +1,612 +8%
P
221
Paradiem
Louisiana
$1.26M +$87.4K +1,465 +7%
GT
222
Greenleaf Trust
Michigan
$1.24M +$3.16K +53 +0.3%
OC
223
Oppenheimer & Co
New York
$1.24M +$6.68K +112 +0.5%
VIA
224
Vident Investment Advisory
Georgia
$1.22M +$139K +2,324 +13%
SPIA
225
Steward Partners Investment Advisory
New York
$1.19M -$11.3K -189 -0.9%