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Name Holding Trade Value Shares
Change
Change in
Stake
VFA
576
Valeo Financial Advisors
Indiana
$362K +$1.97K +7 +0.6%
TWM
577
Thrive Wealth Management
Pennsylvania
$356K -$3.67K -13 -1%
WDA
578
Wendell David Associates
New Hampshire
$356K
NIMI
579
Natixis Investment Managers International
France
$356K -$254K -900 -43%
CI Investments Inc
580
CI Investments Inc
Ontario, Canada
$355K +$51.6K +183 +18%
TCM
581
Teza Capital Management
Illinois
$350K +$336K +1,190 New
IAA
582
Independent Advisor Alliance
North Carolina
$345K +$1.97K +7 +0.6%
WAS
583
Wealth Advisory Solutions
Indiana
$344K +$330K +1,170 New
CCIA
584
Cherry Creek Investment Advisors
Colorado
$341K +$282 +1 +0.1%
ECG
585
Edge Capital Group
Georgia
$340K
WA
586
Wealth Alliance
New York
$331K +$8.46K +30 +3%
MWM
587
Meridian Wealth Management
Kentucky
$330K +$316K +1,122 New
ST
588
Sabal Trust
Florida
$329K +$1.13K +4 +0.4%
DADC
589
D.A. Davidson & Co
Montana
$327K
PNC
590
Park National Corp
Ohio
$323K
APW
591
Austin Private Wealth
Texas
$315K +$282 +1 +0.1%
GWM
592
GSB Wealth Management
Connecticut
$314K
QCM
593
QRG Capital Management
Illinois
$313K +$301K +1,066 New
TCBWMS
594
Texas Capital Bank Wealth Management Services
Texas
$312K -$51K -181 -15%
CFS
595
Cannon Financial Strategists
Georgia
$311K -$282 -1 -0.1%
PVM
596
Palogic Value Management
Texas
$310K -$8.18K -29 -3%
LNWWM
597
Laird Norton Wetherby Wealth Management
California
$307K -$2.54K -9 -0.9%
CC
598
Corton Capital
Ontario, Canada
$307K +$294K +1,044 New
OIA
599
OneDigital Investment Advisors
Kansas
$305K +$292K +1,037 New
GT
600
Glenview Trust
Kentucky
$304K +$8.74K +31 +3%