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Name Holding Trade Value Shares
Change
Change in
Stake
TNB
826
TCF National Bank
South Dakota
$723K +$2.09K +10 +0.3%
RCA
827
Rowland Carmichael Advisors
Arizona
$719K +$15.3K +73 +2%
PA
828
Parallel Advisors
California
$718K -$74.2K -355 -10%
CCP
829
Corient Capital Partners
California
$718K -$209 -1 -0%
CI Investments Inc
830
CI Investments Inc
Ontario, Canada
$717K +$349K +1,672 +102%
FMBTD
831
First Midwest Bank Trust Division
Illinois
$716K -$8.98K -43 -1%
MWM
832
Mission Wealth Management
California
$715K +$61.6K +295 +10%
LIM
833
Leavell Investment Management
Alabama
$713K
BAM
834
Belpointe Asset Management
Nevada
$713K +$21.7K +104 +3%
MIM
835
Meridiem Investment Management
United Kingdom
$713K +$689K +3,298 New
WP
836
WMS Partners
Maryland
$711K +$21.5K +103 +3%
P
837
Pitcairn
Pennsylvania
$710K -$2.09K -10 -0.3%
SG
838
Somerset Group
Minnesota
$709K +$6.48K +31 +1%
VIA
839
Vident Investment Advisory
Georgia
$705K +$142K +678 +26%
PA
840
Pinnacle Associates
New York
$698K +$1.04K +5 +0.2%
YWP
841
YorkBridge Wealth Partners
New York
$695K +$40.1K +192 +6%
CSPAM
842
Cary Street Partners Asset Management
Virginia
$694K +$670K +3,208 New
CG
843
Caprock Group
Idaho
$693K +$34.1K +163 +5%
GDP
844
Great Diamond Partners
Maine
$690K -$154K -735 -19%
NAM
845
NorthCoast Asset Management
Connecticut
$690K -$73.3K -351 -10%
FTDI
846
First Trust Direct Indexing
Massachusetts
$687K +$663K +3,173 New
ESB
847
Essex Savings Bank
Connecticut
$680K -$149K -714 -19%
AO
848
Advisor OS
Illinois
$680K +$132K +634 +25%
CFA
849
Cahill Financial Advisors
Minnesota
$676K +$418 +2 +0.1%
NFC
850
Northeast Financial Consultants
Connecticut
$673K