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Name Holding Trade Value Shares
Change
Change in
Stake
National Bank of Canada
526
National Bank of Canada
Quebec, Canada
$766K -$32.3K -874 -4%
SAM
527
Silvercrest Asset Management
New York
$762K -$7.39K -200 -0.9%
OPS
528
Orion Portfolio Solutions
Nebraska
$761K +$278K +7,539 +56%
JCIA
529
Jackson Creek Investment Advisors
Colorado
$755K -$92K -2,492 -11%
CGA
530
Crescent Grove Advisors
Illinois
$755K +$18.5K +500 +2%
Boston Partners
531
Boston Partners
Massachusetts
$753K -$2.72M -73,718 -78%
EA
532
Eudaimonia Advisors
Tennessee
$753K -$7.61K -206 -1%
MFG
533
MidWestOne Financial Group
Iowa
$744K -$1.11M -29,956 -59%
HIM
534
Hillsdale Investment Management
Ontario, Canada
$727K -$36.9K -1,000 -5%
MFS
535
Monetta Financial Services
Illinois
$726K
SFS
536
Sowell Financial Services
Arkansas
$722K -$740K -20,026 -50%
DADC
537
D.A. Davidson & Co
Montana
$721K +$252K +6,815 +52%
EWA
538
EP Wealth Advisors
California
$715K +$106K +2,876 +17%
NEI
539
Northwest & Ethical Investments
Ontario, Canada
$706K +$719K +19,461 New
ANRIA
540
American National Registered Investment Advisor
Texas
$701K
TAM
541
Tocqueville Asset Management
New York
$700K +$59.8K +1,620 +9%
CI
542
Cigna Investments
Connecticut
$699K -$257K -6,956 -27%
HI
543
Humankind Investments
New York
$686K -$81.4K -2,203 -10%
PWPS
544
Pinnacle Wealth Planning Services
Ohio
$686K +$2.4K +65 +0.3%
AAS
545
Avantax Advisory Services
Texas
$685K +$164K +4,444 +30%
CW
546
Connectus Wealth
Ohio
$682K -$1.14M -30,897 -63%
CT
547
Cambridge Trust
Massachusetts
$680K -$18.5K -500 -3%
PFMU
548
Privium Fund Management (UK)
United Kingdom
$679K +$691K +18,700 New
TA
549
Tectonic Advisors
Texas
$678K +$96.1K +2,602 +16%
CG
550
CFO4Life Group
Texas
$670K +$681K +18,449 New