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Name Holding Trade Value Shares
Change
Change in
Stake
PWG
476
Portside Wealth Group
Utah
$487K -$135K -365 -21%
OLA
477
Oliver Luxxe Assets
New Jersey
$486K -$1.25M -3,380 -72%
CFG
478
Cooper Financial Group
California
$485K +$17.3K +47 +4%
MC
479
Machina Capital
France
$485K +$142K +384 +41%
CIBC Asset Management
480
CIBC Asset Management
Ontario, Canada
$482K +$26.9K +73 +6%
UM
481
UniSuper Management
Australia
$481K +$486K +1,317 New
GFS
482
GYL Financial Synergies
Connecticut
$467K -$12.2K -33 -3%
CAM
483
Cresset Asset Management
Illinois
$467K -$14K -38 -3%
BFM
484
Boothbay Fund Management
New York
$462K +$124K +335 +36%
LWAM
485
Legacy Wealth Asset Management
Minnesota
$458K -$129K -349 -22%
Chevy Chase Trust
486
Chevy Chase Trust
Maryland
$457K
FSC
487
Full Sail Capital
Oklahoma
$453K -$39.5K -107 -8%
TPCW
488
TD Private Client Wealth
New York
$452K -$55.7K -151 -11%
IA
489
IFP Advisors
Florida
$451K -$312K -845 -41%
AWS
490
Atria Wealth Solutions
New York
$447K -$259K -703 -37%
AG
491
Algert Global
California
$446K -$16.9M -45,747 -97%
PAG
492
Private Advisor Group
New Jersey
$443K +$148K +402 +50%
MOS
493
MGO One Seven
Ohio
$441K -$208K -564 -32%
PWS
494
Precision Wealth Strategies
Missouri
$433K +$4.06K +11 +0.9%
Loomis, Sayles & Company
495
Loomis, Sayles & Company
Massachusetts
$429K
BMSSC
496
B. Metzler seel. Sohn & Co
Germany
$426K +$431K +1,168 New
QCG
497
Quadrant Capital Group
Ohio
$424K +$50.9K +138 +13%
Rafferty Asset Management
498
Rafferty Asset Management
New York
$422K +$426K +1,156 New
AWAU
499
Alliance Wealth Advisors (Utah)
Utah
$421K -$148K -400 -26%
UCFA
500
United Capital Financial Advisors
Texas
$420K +$53.9K +146 +15%