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Name Holding Trade Value Shares
Change
Change in
Stake
CSPAM
801
Cary Street Partners Asset Management
Virginia
$799K
BPA
802
Beacon Pointe Advisors
California
$798K -$7.43M -32,891 -91%
LOAMS
803
Lombard Odier Asset Management (Switzerland)
Switzerland
$794K +$765K +3,386 New
CI Investments Inc
804
CI Investments Inc
Ontario, Canada
$793K -$74.8K -331 -9%
MWM
805
Modera Wealth Management
New Jersey
$788K +$759K +3,358 New
BRWM
806
B. Riley Wealth Management
Tennessee
$784K -$18.5K -82 -2%
SG
807
Stonnington Group
California
$775K -$36.2K -160 -4%
SG
808
Somerset Group
Minnesota
$774K
SCA
809
Stonebridge Capital Advisors
Minnesota
$767K +$3.39K +15 +0.5%
GWAM
810
Guardian Wealth Advisors (Minnesota)
Minnesota
$765K -$7.01K -31 -0.9%
CFA
811
Cahill Financial Advisors
Minnesota
$765K +$226 +1 +0%
GDP
812
Great Diamond Partners
Maine
$761K +$6.1K +27 +0.8%
LTI
813
Laffer Tengler Investments
Tennessee
$758K +$31K +137 +4%
EWM
814
Empirical Wealth Management
Washington
$756K +$300K +1,328 +70%
MGIM
815
M&G Investment Management
United Kingdom
$749K -$28.4M -125,576 -98%
EMG
816
ETF Managers Group
New Jersey
$748K -$295K -1,307 -29%
SCI
817
Stableford Capital II
Arizona
$748K +$122K +541 +16%
VI
818
Vestcor Inc
New Brunswick, Canada
$746K -$139K -615 -16%
KPWS
819
Kestra Private Wealth Services
Texas
$745K +$388K +1,717 +118%
CTFG
820
Capstone Triton Financial Group
Oklahoma
$738K +$69.4K +307 +11%
FC
821
FORA Capital
Florida
$738K +$712K +3,148 New
NFG
822
Nations Financial Group
Iowa
$734K +$108K +477 +18%
TAM
823
Tocqueville Asset Management
New York
$733K
NFC
824
Northeast Financial Consultants
Connecticut
$730K
P
825
Pitcairn
Pennsylvania
$725K -$7.01K -31 -1%