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Name Holding Trade Value Shares
Change
Change in
Stake
BAMF
476
BI Asset Management Fondsmaeglerselskab
Denmark
$731K -$391K -12,749 -31%
I
477
InceptionR
California
$731K +$872K +28,430 New
OFG
478
OmniStar Financial Group
North Carolina
$722K +$108K +3,521 +14%
SPC
479
Sigma Planning Corp
Michigan
$722K +$65.7K +2,142 +8%
VanEck Associates
480
VanEck Associates
New York
$716K +$74.7K +2,434 +10%
WDA
481
Wendell David Associates
New Hampshire
$712K
AWS
482
Atria Wealth Solutions
New York
$705K -$60.4K -1,968 -7%
NMIMC
483
Northwestern Mutual Investment Management Company
Wisconsin
$704K +$1.26K +41 +0.1%
Carson Wealth (CWM LLC)
484
Carson Wealth (CWM LLC)
Nebraska
$702K +$34.6K +1,129 +4%
RG
485
Rathbones Group
United Kingdom
$694K +$442K +14,420 +115%
CA
486
Cetera Advisors
Colorado
$694K +$28K +912 +3%
SFS
487
Sowell Financial Services
Arkansas
$691K +$62K +2,020 +8%
JFG
488
Jefferies Financial Group
New York
$691K -$3.99M -130,000 -83%
CIBC World Market
489
CIBC World Market
Ontario, Canada
$686K -$1.53M -49,932 -65%
DA
490
Denali Advisors
California
$683K +$25.1K +818 +3%
CK
491
Cohen Klingenstein
New York
$673K
Fifth Third Bancorp
492
Fifth Third Bancorp
Ohio
$673K -$46.9K -1,528 -6%
KAS
493
Kestra Advisory Services
Texas
$669K +$53.1K +1,732 +7%
TWM
494
TriaGen Wealth Management
California
$662K
RC
495
Roundview Capital
New Jersey
$662K
GIM
496
Grassi Investment Management
California
$658K
GI
497
GAMCO Investors
Connecticut
$657K -$23.7K -771 -3%
SA
498
SRN Advisors
Pennsylvania
$657K -$14.9K -486 -2%
WT
499
Whittier Trust
California
$655K +$307 +10 +0%
CI Investments Inc
500
CI Investments Inc
Ontario, Canada
$654K +$21.8K +709 +3%