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Name Holding Trade Value Shares
Change
Change in
Stake
MWM
701
Mission Wealth Management
California
$217K +$2.66K +12 +1%
Caisse de Depot et Placement du Quebec (CDPQ)
702
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$216K +$2.44K +11 +1%
CIS
703
Custom Index Systems
New York
$215K +$211K +949 New
CCA
704
Childress Capital Advisors
Texas
$214K +$1.11K +5 +0.5%
NB
705
NBT Bank
New York
$213K +$10.7K +48 +5%
TC
706
Trilogy Capital
California
$212K -$18.4K -83 -8%
SF
707
Summit Financial
New Jersey
$210K +$206K +926 New
BJL
708
Brighton Jones LLC
Washington
$209K +$205K +925 New
MCM
709
MAI Capital Management
Ohio
$209K -$272K -1,227 -57%
QWM
710
Quadcap Wealth Management
Texas
$207K +$203K +915 New
NCM
711
Noesis Capital Mangement
Florida
$207K
GA
712
Geller Advisors
New York
$206K
AIA
713
Angeles Investment Advisors
California
$206K -$20.9K -94 -9%
VF
714
Vest Financial
Virginia
$206K +$202K +911 New
Verition Fund Management
715
Verition Fund Management
Connecticut
$206K -$489K -2,202 -71%
GCM
716
Gallacher Capital Management
Colorado
$205K +$201K +907 New
LSAG
717
Lake Street Advisors Group
New Hampshire
$204K +$200K +902 New
WCM
718
Washington Capital Management
Washington
$204K +$200K +900 New
HCM
719
Howard Capital Management
Georgia
$202K +$198K +892 New
AF
720
Advisornet Financial
Minnesota
$201K +$194K +876 +7,300%
Federated Hermes
721
Federated Hermes
Pennsylvania
$200K -$56.4K -254 -22%
CA
722
CoreCap Advisors
Michigan
$196K -$89.5K -403 -32%
PP
723
PFS Partners
New Jersey
$190K
AWM
724
Avior Wealth Management
Nebraska
$187K +$1.11K +5 +0.6%
Walleye Capital
725
Walleye Capital
New York
$185K -$3.1M -13,987 -94%