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Name Holding Trade Value Shares
Change
Change in
Stake
GLA
601
Great Lakes Advisors
Illinois
$807K +$44.4K +765 +6%
SPFA
602
Summit Place Financial Advisors
New Jersey
$791K -$62.3K -1,075 -8%
FA
603
FDx Advisors
Illinois
$785K +$127K +2,198 +21%
CI Investments Inc
604
CI Investments Inc
Ontario, Canada
$783K -$124K -2,147 -14%
Bank Julius Baer & Co
605
Bank Julius Baer & Co
Switzerland
$777K +$98.3K +1,695 +15%
ACM
606
AlphaStar Capital Management
North Carolina
$776K +$735K +12,676 New
MIAN
607
Mariner Independent Advisor Network
Kansas
$774K +$20.5K +354 +3%
KC
608
Knuff & Co
California
$772K – – –
RGC
609
Roberts, Glore & Co
Illinois
$772K – – –
OWM
610
Opes Wealth Management
California
$763K -$11.1K -191 -2%
RJT
611
Raymond James Trust
Florida
$754K +$21.9K +378 +3%
OBGC
612
O'Brien Greene & Co
Pennsylvania
$751K +$215K +3,700 +43%
ADIM
613
Alpha DNA Investment Management
Maryland
$751K +$685K +11,808 +2,486%
IC
614
Intersect Capital
California
$743K +$46K +794 +7%
KPWS
615
Kestra Private Wealth Services
Texas
$735K +$29.3K +505 +4%
SFS
616
Sowell Financial Services
Arkansas
$730K +$160K +2,756 +29%
SC
617
Savant Capital
Illinois
$723K +$40.8K +703 +6%
PCM
618
Perritt Capital Management
Illinois
$722K +$58.7K +1,012 +9%
SIC
619
Samalin Investment Counsel
New York
$721K +$234K +4,037 +52%
CA
620
Cullinan Associates
Kentucky
$710K – – –
MAA
621
Mraz Amerine & Associates
California
$698K +$34.3K +591 +5%
HCM
622
Howard Capital Management
Georgia
$693K +$8.81K +152 +1%
AWM
623
Aberdeen Wealth Management
Illinois
$687K -$26.5K -457 -4%
UBG
624
United Bank (Georgia)
Georgia
$687K +$63.8K +1,100 +11%
PCM
625
Poehling Capital Management
Wisconsin
$685K +$649K +11,193 New