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Name Holding Trade Value Shares
Change
Change in
Stake
IGAM
526
iA Global Asset Management
Quebec, Canada
$242K +$59K +487 +28%
BJL
527
Brighton Jones LLC
Washington
$232K +$6.79K +56 +3%
EHAM
528
Eagle Harbor Asset Management
Washington
$229K -$23.2K -191 -8%
PA
529
Procyon Advisors
Connecticut
$229K -$175K -1,445 -41%
AAS
530
Avantax Advisory Services
Texas
$228K +$51.5K +425 +25%
HI
531
Horizon Investments
North Carolina
$225K -$9.09K -75 -3%
WS
532
Wedbush Securities
California
$219K -$59.8K -493 -20%
PL
533
Parthenon LLC
Kentucky
$218K
RCA
534
Resonant Capital Advisors
Wisconsin
$216K +$39.4K +325 +20%
CIA
535
Concurrent Investment Advisors
Florida
$214K +$42.2K +348 +22%
MG
536
Mather Group
Illinois
$213K -$122K -1,007 -39%
PCM
537
Penserra Capital Management
California
$208K +$161K +1,331 +227%
GA
538
Geller Advisors
New York
$207K +$1.46K +12 +0.6%
USCWA
539
U.S. Capital Wealth Advisors
Texas
$203K +$226K +1,863 New
CC
540
Corton Capital
Ontario, Canada
$201K +$224K +1,844 New
CIBC Private Wealth Group
541
CIBC Private Wealth Group
Georgia
$197K -$17.7K -146 -8%
FMB
542
Field & Main Bank
Kentucky
$190K -$21.2K -175 -9%
OC
543
Oakworth Capital
Alabama
$184K +$205K +1,695 New
LFG
544
Larson Financial Group
Missouri
$183K +$204K +1,686 New
OIA
545
Optimum Investment Advisors
Illinois
$180K
CI Investments Inc
546
CI Investments Inc
Ontario, Canada
$179K -$76.2K -629 -28%
VSQM
547
V-Square Quantitative Management
Illinois
$174K -$8.12K -67 -4%
VanEck Associates
548
VanEck Associates
New York
$163K +$182K +1,499 New
MRCM
549
M&R Capital Management
New Jersey
$150K +$13K +107 +8%
GM
550
GeoWealth Management
Illinois
$142K +$54.8K +452 +53%