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Name Holding Trade Value Shares
Change
Change in
Stake
VWA
1601
Visionary Wealth Advisors
Illinois
$334K +$105K +431 +40%
Connor, Clark & Lunn Investment Management (CC&L)
1602
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$333K -$35.7M -146,902 -99%
DBRC
1603
D.B. Root & Company
Pennsylvania
$332K -$223K -917 -38%
PFA
1604
Pathway Financial Advisors
Vermont
$332K
RSWM
1605
Robertson Stephens Wealth Management
California
$330K -$380K -1,563 -51%
PPP
1606
Private Portfolio Partners
New Jersey
$329K +$25.5K +105 +8%
CF
1607
Copperwynd Financial
Arizona
$328K -$27K -111 -7%
WRM
1608
Weybosset Research & Management
Rhode Island
$328K -$24.3K -100 -6%
OC
1609
Oakworth Capital
Alabama
$327K
AWE
1610
Avidian Wealth Enterprises
Texas
$326K +$158K +648 +79%
TCM
1611
Tuttle Capital Management
Connecticut
$326K +$356K +1,463 New
1W
1612
1776 Wealth
Georgia
$324K +$4.62K +19 +1%
RF
1613
RHS Financial
California
$323K -$128K -525 -27%
SAM
1614
Strategy Asset Managers
California
$323K +$72.7K +299 +26%
PEA
1615
Pacific Edge Advisors
California
$322K
TFCP
1616
Twin Focus Capital Partners
Massachusetts
$321K +$351K +1,443 New
BTW
1617
Boston Trust Walden
Massachusetts
$320K +$24.3K +100 +7%
BW
1618
Bison Wealth
Georgia
$320K +$135K +555 +63%
PFG
1619
PAX Financial Group
Texas
$319K +$349K +1,435 New
CA
1620
Capital Advantage
California
$317K
JF
1621
JSF Financial
California
$317K +$7.3K +30 +2%
TWP
1622
Tower Wealth Partners
Pennsylvania
$316K +$346K +1,422 New
SWM
1623
SVA Wealth Management
Wisconsin
$315K +$117K +483 +52%
LA
1624
LVW Advisors
New York
$314K -$7.3K -30 -2%
CL
1625
Choreo LLC
Illinois
$314K +$343K +1,411 New