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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%
Koshinski Asset Management
504
Koshinski Asset Management
Illinois
$428K +$54.6K +115 +15%
AR
505
Apeiron RIA
Texas
$426K +$26.1K +55 +7%
OWA
506
Outlook Wealth Advisors
Texas
$425K +$45.6K +96 +12%
C
507
Certuity
Florida
$422K -$27.6K -58 -6%
SAW
508
Signal Advisors Wealth
Michigan
$418K +$19K +40 +5%
BIAS
509
Beacon Investment Advisory Services
New Jersey
$415K – – –
HIA
510
Harbor Investment Advisory
Maryland
$414K -$8.55K -18 -2%
ECM
511
Everence Capital Management
Indiana
$413K +$409K +860 New
MSFS
512
Main Street Financial Solutions
Pennsylvania
$411K – – –
WAG
513
Wallace Advisory Group
California
$411K +$17.1K +36 +4%
CI Investments Inc
514
CI Investments Inc
Ontario, Canada
$410K +$211K +445 +109%
LFA
515
Legacy Financial Advisors
Kentucky
$408K +$1.9K +4 +0.5%
MCM
516
MAI Capital Management
Ohio
$398K -$27.1K -57 -6%
MOS
517
MGO One Seven
Ohio
$394K +$36.6K +77 +10%
SFP
518
Shepherd Financial Partners
Massachusetts
$386K -$34.7K -73 -8%
FGP
519
Freestone Grove Partners
California
$386K +$382K +804 New
JG
520
Jain Global
New York
$384K +$380K +800 New
AA
521
ALPS Advisors
Colorado
$383K – – –
IB
522
Intrust Bank
Kansas
$381K +$58.4K +123 +18%
MA
523
Mutual Advisors
Nebraska
$374K -$1.9K -4 -0.5%
WS
524
Wedbush Securities
California
$374K +$154K +325 +72%
ACM
525
Aster Capital Management
United Arab Emirates
$373K +$369K +776 New