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Name Holding Trade Value Shares
Change
Change in
Stake
CAM
651
Cidel Asset Management
Ontario, Canada
$429K -$63.6K -1,428 -13%
AH
652
Addis & Hill
Pennsylvania
$429K
BF
653
BOK Financial
Oklahoma
$426K +$6.1K +137 +1%
Vontobel Holding
654
Vontobel Holding
Switzerland
$425K -$1.43K -32 -0.3%
LFAS
655
Level Four Advisory Services
Texas
$424K +$92.7K +2,081 +27%
MLFP
656
MPS Loria Financial Planners
Illinois
$423K +$434K +9,743 New
CS
657
Capital Square
Tennessee
$422K +$29.6K +664 +7%
SI
658
Seeds Investor
New York
$421K -$70.8K -1,590 -14%
CBTWT
659
Community Bank & Trust (Waco, Texas)
Texas
$420K
TSWM
660
Tyler-Stone Wealth Management
Ohio
$419K
FB
661
Finward Bancorp
Indiana
$419K
PCIA
662
Prime Capital Investment Advisors
Kansas
$419K -$44K -989 -9%
CA
663
Clearstead Advisors
Ohio
$418K +$41.8K +939 +11%
Group One Trading
664
Group One Trading
Illinois
$414K +$425K +9,545 New
SL
665
Sentinus LLC
Illinois
$408K +$7.61K +171 +2%
RT
666
Rockland Trust
Massachusetts
$406K -$13.8K -309 -3%
EW
667
Elyxium Wealth
California
$405K +$157K +3,527 +61%
PFP
668
Paragon Financial Partners
California
$405K -$19.1K -430 -4%
OBWG
669
Onyx Bridge Wealth Group
New York
$404K
SWM
670
Spire Wealth Management
Virginia
$399K -$1.03M -23,026 -71%
Fiera Capital (Canada)
671
Fiera Capital (Canada)
Quebec, Canada
$396K +$406K +9,120 New
NP
672
NorthRock Partners
Minnesota
$396K +$15.8K +354 +4%
GT
673
Glenview Trust
Kentucky
$395K -$3.79K -85 -0.9%
AWA
674
Aaron Wealth Advisors
Illinois
$394K -$37.3K -838 -8%
FFS
675
Founders Financial Securities
Maryland
$390K +$166K +3,721 +71%