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Name Holding Trade Value Shares
Change
Change in
Stake
BHWM
626
Bar Harbor Wealth Management
New Hampshire
$4.05M +$86.7K +317 +3%
GH
627
GAM Holding
Switzerland
$4.04M -$137K -502 -4%
TCA
628
Trifecta Capital Advisors
Illinois
$4.01M +$543K +1,986 +18%
DT
629
Diversified Trust
Tennessee
$3.99M +$799K +2,922 +30%
NEI
630
Northwest & Ethical Investments
Ontario, Canada
$3.98M -$928K -3,393 -21%
Tudor Investment Corp
631
Tudor Investment Corp
Connecticut
$3.92M -$10M -36,644 -75%
JWCA
632
J.W. Coons Advisors
Ohio
$3.91M -$132K -482 -4%
RWP
633
RWA Wealth Partners
Massachusetts
$3.9M -$172K -630 -5%
HIC
634
Holderness Investments Company
North Carolina
$3.9M -$9.57K -35 -0.3%
CM
635
Cercano Management
Washington
$3.89M +$3.4M +12,446 New
WB
636
Webster Bank
Connecticut
$3.89M +$150K +549 +5%
LFG
637
Larson Financial Group
Missouri
$3.89M -$78.5K -287 -2%
WS
638
Wedbush Securities
California
$3.88M +$410K +1,498 +14%
AWM
639
Affinity Wealth Management
Delaware
$3.88M +$41.6K +152 +1%
DA
640
Doliver Advisors
Texas
$3.87M -$512K -1,871 -13%
FTDI
641
First Trust Direct Indexing
Massachusetts
$3.86M +$326K +1,194 +11%
NIM
642
NEOS Investment Management
Connecticut
$3.85M +$1.14M +4,166 +51%
PGA
643
Portland Global Advisors
Maine
$3.84M -$20.8K -76 -0.6%
HF
644
HRT Financial
New York
$3.82M -$916K -3,351 -22%
BC
645
Bowman & Company
Wisconsin
$3.81M -$106K -388 -3%
PWS
646
Peterson Wealth Services
Utah
$3.79M +$35.8K +131 +1%
EAM
647
EFG Asset Management
Oregon
$3.79M -$17.2K -63 -0.5%
OFG
648
Oxford Financial Group
Indiana
$3.78M -$25.4K -93 -0.8%
LD
649
Lipe & Dalton
New York
$3.76M -$16.4K -60 -0.5%
WMA
650
West Michigan Advisors
Michigan
$3.74M -$147K -538 -4%