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Name Holding Trade Value Shares
Change
Change in
Stake
I
476
InceptionR
California
$731K +$872K +28,430 New
OFG
477
OmniStar Financial Group
North Carolina
$722K +$108K +3,521 +14%
SPC
478
Sigma Planning Corp
Michigan
$722K +$65.7K +2,142 +8%
VanEck Associates
479
VanEck Associates
New York
$716K +$74.7K +2,434 +10%
WDA
480
Wendell David Associates
New Hampshire
$712K – – –
AWS
481
Atria Wealth Solutions
New York
$705K -$60.4K -1,968 -7%
NMIMC
482
Northwestern Mutual Investment Management Company
Wisconsin
$704K +$1.26K +41 +0.1%
Carson Wealth (CWM LLC)
483
Carson Wealth (CWM LLC)
Nebraska
$702K +$34.6K +1,129 +4%
RG
484
Rathbones Group
United Kingdom
$694K +$442K +14,420 +115%
CA
485
Cetera Advisors
Colorado
$694K +$28K +912 +3%
SFS
486
Sowell Financial Services
Arkansas
$691K +$62K +2,020 +8%
JFG
487
Jefferies Financial Group
New York
$691K -$3.99M -130,000 -83%
CIBC World Market
488
CIBC World Market
Ontario, Canada
$686K -$1.53M -49,932 -65%
DA
489
Denali Advisors
California
$683K +$25.1K +818 +3%
CK
490
Cohen Klingenstein
New York
$673K – – –
Fifth Third Bancorp
491
Fifth Third Bancorp
Ohio
$673K -$46.9K -1,528 -6%
KAS
492
Kestra Advisory Services
Texas
$669K +$53.1K +1,732 +7%
TWM
493
TriaGen Wealth Management
California
$662K – – –
RC
494
Roundview Capital
New Jersey
$662K – – –
GIM
495
Grassi Investment Management
California
$658K – – –
GI
496
GAMCO Investors
Connecticut
$657K -$23.7K -771 -3%
SA
497
SRN Advisors
Pennsylvania
$657K -$14.9K -486 -2%
WT
498
Whittier Trust
California
$655K +$307 +10 +0%
CI Investments Inc
499
CI Investments Inc
Ontario, Canada
$654K +$21.8K +709 +3%
AWC
500
Abundance Wealth Counselors
Pennsylvania
$654K +$36.9K +1,202 +5%