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Name Holding Trade Value Shares
Change
Change in
Stake
CIA
501
Cohen Investment Advisors
New Hampshire
$395K -$35.2K -722 -8%
WANY
502
Wealthspire Advisors (New York)
New York
$393K +$35.8K +734 +10%
CIBC Private Wealth Group
503
CIBC Private Wealth Group
Georgia
$393K +$379K +7,758 New
FTDI
504
First Trust Direct Indexing
Massachusetts
$392K +$41.9K +858 +12%
CIA
505
Capital Investment Advisors
Georgia
$392K +$6.35K +130 +2%
SWP
506
Strategic Wealth Partners
Ohio
$391K
FHB
507
First Hawaiian Bank
Hawaii
$390K +$1.07K +22 +0.3%
BCI
508
Brinker Capital Investments
Pennsylvania
$387K +$28K +574 +8%
OPS
509
Orion Portfolio Solutions
Nebraska
$387K +$28K +574 +8%
CB
510
Cadence Bank
Mississippi
$386K -$40K -820 -10%
CA
511
Continuum Advisory
Idaho
$384K -$17.6K -360 -5%
IA
512
IFG Advisory
Georgia
$383K +$13.7K +280 +4%
HAI
513
Hennessy Advisors Inc
California
$380K
SWMP
514
Signature Wealth Management Partners
New Jersey
$380K
RFC
515
Regions Financial Corp
Alabama
$378K -$26.5K -542 -7%
AF
516
Allworth Financial
California
$369K +$59.2K +1,212 +20%
TWC
517
TD Waterhouse Canada
Ontario, Canada
$368K +$129K +2,644 +76%
CWA
518
Centennial Wealth Advisory
Michigan
$368K +$27.6K +566 +8%
TA
519
Tectonic Advisors
Texas
$365K +$352K +7,214 New
Axa
520
Axa
France
$360K +$347K +7,110 New
MYAM
521
Meiji Yasuda Asset Management
Japan
$358K -$37.1K -760 -10%
CCG
522
Cypress Capital Group
Florida
$356K +$13.7K +280 +4%
TCM
523
Twin Capital Management
Pennsylvania
$350K -$24.7K -506 -7%
KeyBank National Association
524
KeyBank National Association
Ohio
$349K -$87.6K -1,794 -21%
SI
525
Symmetry Investments
Jersey
$344K +$332K +6,800 New