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Name Holding Trade Value Shares
Change
Change in
Stake
TBA
476
Tower Bridge Advisors
Pennsylvania
$439K -$4.37M -38,687 -90%
IBOK
477
Independence Bank of Kentucky
Kentucky
$438K -$6.78K -60 -1%
PM
478
Phraction Management
Connecticut
$438K -$615K -5,443 -57%
CUAMC
479
China Universal Asset Management Company
China
$438K
MWM
480
Mission Wealth Management
California
$436K +$7.46K +66 +2%
GT
481
Greenleaf Trust
Michigan
$436K +$108K +956 +30%
RYIA
482
Roehl & Yi Investment Advisors
Oregon
$436K +$470K +4,158 New
FRM
483
Fox Run Management
Connecticut
$436K +$470K +4,157 New
IWM
484
IHT Wealth Management
Illinois
$435K -$20.6K -182 -4%
HH
485
Hilltop Holdings
Texas
$432K +$18K +159 +4%
SF
486
Summit Financial
New Jersey
$431K -$117K -1,039 -20%
AWM
487
Apollon Wealth Management
South Carolina
$430K -$139K -1,234 -23%
XT
488
XTX Topco
Cayman Islands
$426K +$460K +4,066 New
RCA
489
Ranch Capital Advisors
Florida
$425K +$17.4K +154 +4%
AO
490
Advisor OS
Illinois
$423K -$105K -925 -19%
CWA
491
Canvas Wealth Advisors
Kansas
$423K -$192K -1,696 -31%
SS
492
Sunbelt Securities
Texas
$422K +$18.5K +164 +4%
LI
493
LRI Investments
Florida
$422K -$1.81K -16 -0.4%
NEI
494
Northwest & Ethical Investments
Ontario, Canada
$419K +$58.5K +518 +15%
ECP
495
Epacria Capital Partners
Colorado
$418K
AF
496
Aviso Financial
Ontario, Canada
$416K -$27M -238,671 -98%
CCM
497
Coldstream Capital Management
Washington
$415K +$84.1K +744 +23%
S
498
SignatureFD
Georgia
$414K -$520K -4,605 -54%
CLA
499
Carnegie Lake Advisors
New Jersey
$409K
KMWM
500
Keudell/Morrison Wealth Management
Oregon
$406K +$86.1K +762 +24%