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Name Holding Trade Value Shares
Change
Change in
Stake
BC
451
Burney Company
Virginia
$772K +$373K +1,782 +87%
TVWM
452
Tower View Wealth Management
Wisconsin
$765K +$794K +3,794 New
GCM
453
Graham Capital Management
Connecticut
$760K +$789K +3,771 New
FA
454
FDx Advisors
Illinois
$746K +$51.3K +245 +7%
CAGAS
455
Capital Advisory Group Advisory Services
Minnesota
$740K -$20.3K -97 -3%
RFG
456
Range Financial Group
Oregon
$738K +$766K +3,659 New
HI
457
Human Investing
Oregon
$729K +$757K +3,616 New
SSG
458
Summit Securities Group
New York
$726K -$138K -660 -15%
CI Investments Inc
459
CI Investments Inc
Ontario, Canada
$713K -$13.2M -63,226 -95%
SM
460
Sciencast Management
New Jersey
$713K +$700K +3,344 New
ECM
461
Everence Capital Management
Indiana
$712K
NA
462
NewEdge Advisors
Louisiana
$703K -$635K -3,036 -47%
BF
463
BOK Financial
Oklahoma
$699K +$78.5K +375 +12%
KRSITF
464
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$696K +$43.7K +209 +6%
PCM
465
Portolan Capital Management
Massachusetts
$695K
RIM
466
Redpoint Investment Management
Australia
$691K +$83.7K +400 +13%
RS
467
Robeco Schweiz
Switzerland
$687K -$359K -1,716 -33%
AWM
468
AE Wealth Management
Kansas
$681K +$48.6K +232 +7%
Capstone Investment Advisors
469
Capstone Investment Advisors
New York
$678K +$145K +693 +26%
SW
470
SteelPeak Wealth
California
$676K +$702K +3,352 New
ET
471
Equitable Trust
Tennessee
$660K -$113K -540 -14%
PWM
472
Purus Wealth Management
California
$659K -$9.84K -47 -1%
VF
473
Virtu Financial
New York
$652K -$675K -3,224 -50%
KFS
474
Kaizen Financial Strategies
California
$645K +$670K +3,200 New
QI
475
Qtron Investments
Massachusetts
$637K +$196K +938 +42%