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Name Holding Trade Value Shares
Change
Change in
Stake
WSFS
501
Wilmington Savings Fund Society
Delaware
$434K +$13.3K +28 +3%
BOTPPF
502
Board of the Pension Protection Fund
United Kingdom
$432K +$428K +900 New
CP
503
Covenant Partners
Tennessee
$429K -$35.2K -74 -8%
AR
504
Apeiron RIA
Texas
$426K +$26.1K +55 +7%
OWA
505
Outlook Wealth Advisors
Texas
$425K +$45.6K +96 +12%
C
506
Certuity
Florida
$422K -$27.6K -58 -6%
SAW
507
Signal Advisors Wealth
Michigan
$418K +$19K +40 +5%
BIAS
508
Beacon Investment Advisory Services
New Jersey
$415K
HIA
509
Harbor Investment Advisory
Maryland
$414K -$8.55K -18 -2%
ECM
510
Everence Capital Management
Indiana
$413K +$409K +860 New
MSFS
511
Main Street Financial Solutions
Pennsylvania
$411K
WAG
512
Wallace Advisory Group
California
$411K +$17.1K +36 +4%
CI Investments Inc
513
CI Investments Inc
Ontario, Canada
$410K +$211K +445 +109%
LFA
514
Legacy Financial Advisors
Kentucky
$408K +$1.9K +4 +0.5%
MCM
515
MAI Capital Management
Ohio
$398K -$27.1K -57 -6%
MOS
516
MGO One Seven
Ohio
$394K +$36.6K +77 +10%
SFP
517
Shepherd Financial Partners
Massachusetts
$386K -$34.7K -73 -8%
FGP
518
Freestone Grove Partners
California
$386K +$382K +804 New
JG
519
Jain Global
New York
$384K +$380K +800 New
AA
520
ALPS Advisors
Colorado
$383K
IB
521
Intrust Bank
Kansas
$381K +$58.4K +123 +18%
MA
522
Mutual Advisors
Nebraska
$374K -$1.9K -4 -0.5%
WS
523
Wedbush Securities
California
$374K +$154K +325 +72%
ACM
524
Aster Capital Management
United Arab Emirates
$373K +$369K +776 New
AAM
525
Aureus Asset Management
Massachusetts
$372K