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Name Holding Trade Value Shares
Change
Change in
Stake
SEC
476
Seven Eight Capital
New York
$737K +$397K +13,840 +123%
ACA
477
Atlas Capital Advisors
Wyoming
$727K +$34K +1,183 +5%
CPWA
478
Cerro Pacific Wealth Advisors
California
$723K +$320K +11,149 +83%
CA
479
Clearstead Advisors
Ohio
$721K +$8.18K +285 +1%
VI
480
Vestcor Inc
New Brunswick, Canada
$717K -$92.9K -3,237 -12%
CI Investments Inc
481
CI Investments Inc
Ontario, Canada
$714K -$989K -34,462 -59%
AWC
482
Abundance Wealth Counselors
Pennsylvania
$714K +$699K +24,333 New
JIC
483
Johnson Investment Counsel
Ohio
$714K +$31.3K +1,089 +5%
JFG
484
Jefferies Financial Group
New York
$713K +$698K +24,305 New
DGAM
485
Desjardins Global Asset Management
Quebec, Canada
$703K -$948K -33,032 -58%
CA
486
Cetera Advisors
Colorado
$698K -$88.1K -3,069 -11%
OTL
487
Oak Thistle LLC
New York
$694K +$679K +23,645 New
BL
488
Balentine LLC
Georgia
$693K +$1.15K +40 +0.2%
VanEck Associates
489
VanEck Associates
New York
$693K -$153K -5,315 -18%
CG
490
Caprock Group
Idaho
$687K +$40K +1,395 +6%
AAMC
491
Asset Allocation & Management Company
Illinois
$683K – – –
LGA
492
Lebenthal Global Advisors
New York
$682K +$79.5K +2,769 +14%
FTC
493
Farmers Trust Company
Ohio
$680K -$1.87K -65 -0.3%
GC
494
Garde Capital
Washington
$664K – – –
BPA
495
Beacon Pointe Advisors
California
$663K -$144K -5,027 -18%
EWP
496
Elevation Wealth Partners
California
$660K +$646K +22,494 New
BFG
497
Bleakley Financial Group
New Jersey
$659K +$37.2K +1,296 +6%
CGA
498
Crescent Grove Advisors
Illinois
$656K – – –
OFG
499
OmniStar Financial Group
North Carolina
$655K -$389K -13,550 -38%
AWE
500
Avidian Wealth Enterprises
Texas
$650K -$98.8K -3,440 -13%