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Name Holding Trade Value Shares
Change
Change in
Stake
OWA
776
Outlook Wealth Advisors
Texas
$363K +$61.7K +1,199 +24%
Connor, Clark & Lunn Investment Management (CC&L)
777
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$361K +$320K +6,227 New
WA
778
WESPAC Advisors
California
$361K +$1.28K +25 +0.4%
CIA
779
Concurrent Investment Advisors
Florida
$360K +$20.9K +407 +7%
TCG
780
Transcendent Capital Group
Oklahoma
$359K +$319K +6,206 New
ETIA
781
Epic Trust Investment Advisors
Washington
$358K +$1.59K +31 +0.5%
CNBT
782
Canandaigua National Bank & Trust
New York
$356K -$15.6K -303 -5%
MGIA
783
Moneta Group Investment Advisors
Missouri
$348K -$52.7K -1,024 -15%
CW
784
CreativeOne Wealth
Kansas
$344K +$306K +5,948 New
LC
785
Lindbrook Capital
California
$342K +$4.68K +91 +2%
CA
786
Commerzbank Aktiengesellschaft
Germany
$336K +$54.2K +1,055 +22%
GRP
787
Global Retirement Partners
California
$333K -$25.9K -503 -8%
MPCG
788
Matrix Private Capital Group
New York
$332K -$4.58K -89 -2%
HCM
789
Howland Capital Management
Massachusetts
$332K -$10.3K -200 -3%
ACM
790
Advisors Capital Management
New Jersey
$328K +$291K +5,665 New
LNC
791
Lincoln National Corp
Pennsylvania
$323K +$53K +1,030 +23%
PCM
792
Peregrine Capital Management
Minnesota
$323K – – –
RWM
793
RBA Wealth Management
California
$322K – – –
AFT
794
Alpha Family Trust
California
$319K – – –
WA
795
Wealth Alliance
New York
$319K -$7.87K -153 -3%
GM
796
GeoWealth Management
Illinois
$317K +$69K +1,341 +32%
WSTAM
797
Wilbanks Smith & Thomas Asset Management
Virginia
$317K -$20.3K -394 -7%
BFO
798
Boston Family Office
Massachusetts
$316K – – –
GDP
799
Great Diamond Partners
Maine
$316K – – –
AC
800
ASB Consultores
Florida
$315K +$280K +5,436 New