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Name Holding Trade Value Shares
Change
Change in
Stake
LC
626
Lindbrook Capital
California
$49.2K +$316 +4 +0.6%
PA
627
Parallel Advisors
California
$47.6K +$2.21K +28 +5%
TPCW
628
TD Private Client Wealth
New York
$47K -$456K -5,770 -90%
FHA
629
First Horizon Advisors
Tennessee
$45.7K +$5.54K +70 +13%
CP
630
Castleview Partners
Texas
$43.6K -$35.8K -453 -45%
FFA
631
Farther Finance Advisors
California
$40.7K +$3.8K +48 +10%
SWM
632
Sugarloaf Wealth Management
Georgia
$38.7K – – –
CM
633
Caption Management
Oklahoma
$38.7K +$39.5K +500 New
CAS
634
Coppell Advisory Solutions
Texas
$38.4K -$4.43K -56 -10%
CI Investments Inc
635
CI Investments Inc
Ontario, Canada
$38K +$15.4K +195 +67%
MSG
636
Main Street Group
Virginia
$35.4K -$35.6K -450 -50%
SIM
637
Studio Investment Management
Illinois
$34.5K -$6.09K -77 -15%
TWD
638
True Wealth Design
Ohio
$34.4K +$34.5K +436 +4,844%
BCM
639
Blume Capital Management
California
$33.7K – – –
Federated Hermes
640
Federated Hermes
Pennsylvania
$33.6K +$34.3K +434 New
CT
641
Clearstead Trust
Maine
$33K -$3.4K -43 -9%
CCA
642
Catalyst Capital Advisors
New York
$32.4K +$33.1K +419 New
PFBT
643
Parkside Financial Bank & Trust
Missouri
$31K -$5.54K -70 -15%
SIC
644
Salem Investment Counselors
North Carolina
$31K – – –
AF
645
Allworth Financial
California
$30.7K +$1.66K +21 +6%
FCT
646
First Community Trust
Iowa
$30.5K – – –
CAL
647
Capital Advisors Ltd
Ohio
$28K – – –
DMBA
648
Deseret Mutual Benefit Administrators
Utah
$27.8K – – –
PTC
649
Private Trust Company
Ohio
$25.8K -$13.4K -170 -34%
FPF
650
First Pacific Financial
Washington
$25.1K – – –