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Name Holding Trade Value Shares
Change
Change in
Stake
IA
551
IFP Advisors
Florida
$1.13M -$449K -1,301 -31%
VP
552
Verum Partners
North Carolina
$1.12M +$1.04K +3 +0.1%
BPA
553
Beacon Pointe Advisors
California
$1.12M +$64.2K +186 +7%
CWP
554
Cyndeo Wealth Partners
Florida
$1.11M -$272K -787 -21%
EFM
555
E Fund Management
China
$1.09M -$13.8K -40 -1%
HH
556
Hilltop Holdings
Texas
$1.09M +$977K +2,828 New
CI Investments Inc
557
CI Investments Inc
Ontario, Canada
$1.09M +$976K +2,826 New
HNB
558
Huntington National Bank
Ohio
$1.08M +$345 +1 +0%
CW
559
CreativeOne Wealth
Kansas
$1.07M -$175K -508 -15%
SO
560
STRS Ohio
Ohio
$1.05M -$16.1M -46,571 -94%
OC
561
Opal Capital
Florida
$1.04M +$936K +2,710 New
IPW
562
Invictus Private Wealth
Colorado
$1.03M -$43.2K -125 -4%
SC
563
Scotia Capital
Ontario, Canada
$1.02M +$369K +1,068 +68%
HI
564
Horizon Investments
North Carolina
$1.02M +$98.4K +285 +12%
ECM
565
Everence Capital Management
Indiana
$1.01M – – –
MWPCG
566
Measured Wealth Private Client Group
New Hampshire
$1.01M – – –
JCIA
567
Jackson Creek Investment Advisors
Colorado
$1M -$2.63M -7,603 -70%
CI
568
CX Institutional
Indiana
$1M -$15.2K -44 -2%
CFM
569
Catalyst Funds Management
Australia
$1M +$898K +2,600 New
EI
570
Ellevest Inc
New York
$1M -$49K -142 -5%
BJL
571
Brighton Jones LLC
Washington
$1M +$145K +420 +19%
CFO
572
Callan Family Office
Pennsylvania
$999K +$13.8K +40 +2%
GI
573
GAMCO Investors
Connecticut
$996K -$133K -386 -13%
DILIC
574
Dai-ichi Life Insurance Company
Japan
$991K +$888K +2,572 New
LFIA
575
Legacy Financial Independent Advisors
Kentucky
$991K +$72.2K +209 +9%