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Name Holding Trade Value Shares
Change
Change in
Stake
OFS
1001
OneAscent Financial Services
Alabama
$584K +$528K +2,051 New
MMA
1002
Miracle Mile Advisors
California
$583K -$42K -163 -7%
TCOV
1003
Trust Company of Vermont
Vermont
$583K +$1.29K +5 +0.2%
SB
1004
Simmons Bank
Arkansas
$582K -$30.4K -118 -5%
VFPI
1005
Vantage Financial Partners (Illinois)
Illinois
$582K
NRS
1006
Neville Rodie & Shaw
New York
$581K
EWM
1007
Edge Wealth Management
New York
$581K +$6.18K +24 +1%
SVWAG
1008
Sound View Wealth Advisors Group
Georgia
$580K +$130K +505 +33%
PPCM
1009
Pillar Pacific Capital Management
California
$577K
ACP
1010
Ashfield Capital Partners
California
$575K +$6.44K +25 +1%
CI Investments Inc
1011
CI Investments Inc
Ontario, Canada
$571K -$677K -2,629 -57%
CCA
1012
Checchi Capital Advisers
California
$570K -$4.64K -18 -0.9%
CI
1013
Clal Insurance
Israel
$569K
WC
1014
Wexford Capital
Florida
$568K -$5.18M -20,100 -91%
TWA
1015
TCI Wealth Advisors
Arizona
$568K -$52.8K -205 -9%
HFM
1016
Hartford Financial Management
Connecticut
$568K
JWM
1017
JGP Wealth Management
Oregon
$568K
MC
1018
Moors & Cabot
Massachusetts
$565K -$140K -545 -22%
CCP
1019
Corient Capital Partners
California
$565K +$39.4K +153 +8%
JSC
1020
Jackson Square Capital
California
$564K +$42.5K +165 +9%
CFGS
1021
Concourse Financial Group Securities
Alabama
$562K +$14.9K +58 +3%
IWA
1022
IVC Wealth Advisors
Pennsylvania
$560K +$24.5K +95 +5%
MCC
1023
Money Concepts Capital
Florida
$551K -$235K -913 -32%
XWM
1024
Xcel Wealth Management
Florida
$550K -$50.2K -195 -9%
WB
1025
Webster Bank
Connecticut
$549K