Name Holding Trade Value Shares
Change
Change in
Stake
Fiera Capital (Canada)
1526
Fiera Capital (Canada)
Quebec, Canada
$872K -$37.4K -205 -4%
JGIA
1527
Jackson Grant Investment Advisers
Connecticut
$870K -$84.6K -464 -9%
PFA
1528
Plotkin Financial Advisors
Maryland
$869K +$830K +4,552 New
NCM
1529
NCM Capital Management
New Jersey
$869K – – –
PIA
1530
Perennial Investment Advisors
California
$865K -$14K -77 -2%
RIA
1531
Realta Investment Advisors
Delaware
$864K -$315K -1,726 -28%
PWM
1532
Proathlete Wealth Management
Florida
$864K -$22.6K -124 -3%
TT
1533
TI-Trust
Illinois
$864K – – –
WAM
1534
WNY Asset Management
New York
$863K -$154K -845 -16%
EFG
1535
Everhart Financial Group
Ohio
$863K +$58.6K +321 +8%
CF
1536
Copperwynd Financial
Arizona
$862K -$24.1K -132 -3%
CI
1537
Conning Inc
Connecticut
$862K +$160K +877 +24%
FAG
1538
Fortitude Advisory Group
Washington
$861K +$18.2K +100 +2%
AG
1539
AlTi Global
New York
$860K +$421K +2,310 +105%
AC
1540
Avestar Capital
New York
$858K +$173K +950 +27%
SA
1541
Sage Advisors
Colorado
$856K +$4.2K +23 +0.5%
TFS
1542
Thoroughbred Financial Services
Tennessee
$855K -$780K -4,278 -49%
BCCM
1543
Bridge Creek Capital Management
Massachusetts
$853K -$230K -1,260 -22%
AP
1544
Appleton Partners
Massachusetts
$852K -$359K -1,970 -31%
SPWG
1545
Syntegra Private Wealth Group
Missouri
$852K – – –
LSAG
1546
Lake Street Advisors Group
New Hampshire
$851K +$24.3K +133 +3%
CCB
1547
Cutter & Co Brokerage
Missouri
$845K +$1.09K +6 +0.1%
IIM
1548
InTrack Investment Management
Vermont
$843K -$260K -1,426 -24%
PFBT
1549
Parkside Financial Bank & Trust
Missouri
$843K -$16.8K -92 -2%
RDWM
1550
Red Door Wealth Management
Tennessee
$843K +$399K +2,189 +98%