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Name Holding Trade Value Shares
Change
Change in
Stake
SDH
1276
Sloy Dahl & Holst
Washington
$201K
CI Investments Inc
1277
CI Investments Inc
Ontario, Canada
$200K -$46.5M -855,394 -100%
FNWM
1278
Financial Network Wealth Management
Utah
$200K
YP
1279
YANKCOM Partnership
South Dakota
$192K +$20.1K +369 +11%
Kayne Anderson Rudnick Investment Management
1280
Kayne Anderson Rudnick Investment Management
California
$191K +$199K +3,660 +2,691%
WPWM
1281
Western Pacific Wealth Management
Illinois
$187K +$16.1K +296 +9%
DIP
1282
DT Investment Partners
Pennsylvania
$186K
JFGIW
1283
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$171K +$163K +2,989 +733%
AT
1284
Arlington Trust
Alabama
$168K
HPC
1285
HM Payson & Co
Maine
$167K +$5.44K +100 +3%
CAM
1286
Creekmur Asset Management
Illinois
$163K -$95.2K -1,750 -35%
CAL
1287
Capital Advisors Ltd
Ohio
$161K -$7.34K -135 -4%
LFG
1288
Larson Financial Group
Missouri
$161K +$73.3K +1,347 +73%
MPWT
1289
MassMutual Private Wealth & Trust
Connecticut
$158K -$16.6K -306 -9%
QL
1290
Quarry LP
New York
$157K +$41.4K +762 +32%
TFGT
1291
TS Financial Group (TSFG)
Illinois
$153K
BOTPPF
1292
Board of the Pension Protection Fund
United Kingdom
$151K -$903K -16,600 -85%
PC
1293
Promus Capital
Illinois
$146K
IWM
1294
Inlight Wealth Management
Georgia
$143K +$155K +2,855 New
RCA
1295
Runnymede Capital Advisors
Ohio
$143K -$19K -350 -11%
BWL
1296
Bogart Wealth LLC
Virginia
$142K +$10.3K +189 +7%
LI
1297
LRI Investments
Florida
$142K -$27.8K -511 -15%
OP
1298
ORG Partners
Indiana
$141K -$51.2K -942 -26%
TCA
1299
Trifecta Capital Advisors
Illinois
$141K
PCFFS
1300
Pacific Center for Financial Services
California
$136K