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Name Holding Trade Value Shares
Change
Change in
Stake
OPS
876
Orion Portfolio Solutions
Nebraska
$508K +$9.39K +60 +2%
IA
877
IFG Advisory
Georgia
$507K -$135K -865 -21%
LA
878
LVW Advisors
New York
$505K +$2.5K +16 +0.5%
ITIM
879
Indiana Trust & Investment Management
Indiana
$504K
CT
880
Coastline Trust
Rhode Island
$499K -$3.13K -20 -0.6%
VCAM
881
Van Cleef Asset Management
Ohio
$498K -$50.1K -320 -9%
FW
882
FirstPurpose Wealth
Utah
$498K -$9.24K -59 -2%
RIM
883
Regent Investment Management
Kentucky
$492K -$11K -70 -2%
ZIM
884
Zacks Investment Management
Illinois
$492K +$4.23K +27 +0.8%
9WM
885
9258 Wealth Management
Ohio
$490K +$7.2K +46 +1%
FFS
886
Founders Financial Securities
Maryland
$490K +$58.7K +375 +13%
NCM
887
NCM Capital Management
New Jersey
$488K -$20.7K -132 -4%
XT
888
XTX Topco
Cayman Islands
$483K +$498K +3,184 New
IIC
889
Ironwood Investment Counsel
Arizona
$480K -$90.3K -577 -15%
PWS
890
Peterson Wealth Services
Utah
$480K +$108K +688 +28%
GIA
891
Guyasuta Investment Advisors
Pennsylvania
$479K
HT
892
Heritage Trust
Oklahoma
$479K +$2.66K +17 +0.5%
NW
893
NewEdge Wealth
Pennsylvania
$477K +$290K +1,850 +143%
FFA
894
Founders Financial Alliance
North Carolina
$475K -$62.6K -400 -11%
EFS
895
Essex Financial Services
Connecticut
$473K +$19.6K +125 +4%
WSCM
896
Wellington Shields Capital Management
New York
$470K -$470K -3,000 -49%
AF
897
Advisornet Financial
Minnesota
$470K +$20.7K +132 +4%
SFG
898
SevenBridge Financial Group
Pennsylvania
$469K
CA
899
Continuum Advisory
Idaho
$469K +$7.83K +50 +2%
ADMI
900
Albert D. Mason Inc
Massachusetts
$468K -$1.88K -12 -0.4%