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Name Holding Trade Value Shares
Change
Change in
Stake
SC
951
Sculptor Capital
New York
$470K +$417K +22,641 New
MGIA
952
Moneta Group Investment Advisors
Missouri
$467K +$478 +26 +0.1%
LSPW
953
Lake Street Private Wealth
Illinois
$464K +$269K +14,636 +190%
ARIS
954
Advanced Research Investment Solutions
California
$462K
CI Investments Inc
955
CI Investments Inc
Ontario, Canada
$461K +$399K +21,690 +4,500%
PCA
956
Personal Capital Advisors
California
$460K +$129K +7,001 +46%
BFA
957
Beacon Financial Advisory
Ohio
$459K +$99K +5,381 +32%
CLOS
958
Compagnie Lombard Odier SCmA
Switzerland
$459K +$407K +22,100 New
MW
959
Marcum Wealth
Ohio
$455K +$19.2K +1,044 +5%
EGA
960
E&G Advisors
Texas
$454K -$14.7K -800 -4%
LWM
961
Lyell Wealth Management
California
$452K -$736 -40 -0.2%
LW
962
Linscomb Wealth
Texas
$452K +$78.5K +4,264 +24%
FNT
963
First National Trust
Pennsylvania
$451K +$69.4K +3,770 +21%
HCM
964
Highview Capital Management
Illinois
$451K +$400K +21,725 New
AWM
965
Avaii Wealth Management
Wisconsin
$449K +$398K +21,621 New
SIA
966
Soltis Investment Advisors
Utah
$446K -$196K -10,661 -33%
PPW
967
Parcion Private Wealth
Washington
$446K +$7.36K +400 +2%
GFP
968
Gryphon Financial Partners
Ohio
$445K -$18.6K -1,012 -5%
BFPW
969
BOK Financial Private Wealth
Colorado
$445K +$71.9K +3,905 +22%
AMCA
970
Arthur M. Cohen & Associates
Illinois
$444K +$394K +21,392 New
BDF
971
Balasa Dinverno & Foltz
$443K +$28.7K +1,562 +8%
FFS
972
Founders Financial Securities
Maryland
$442K +$37K +2,010 +10%
Legacy Financial Group (Iowa)
973
Legacy Financial Group (Iowa)
Iowa
$441K -$46.8K -2,541 -12%
CPA
974
Court Place Advisors
Maryland
$439K
XSC
975
X-Square Capital
Puerto Rico
$437K -$18.4K -1,000 -5%