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Name Holding Trade Value Shares
Change
Change in
Stake
PA
626
Parallel Advisors
California
$47.6K +$2.21K +28 +5%
TPCW
627
TD Private Client Wealth
New York
$47K -$456K -5,770 -90%
FHA
628
First Horizon Advisors
Tennessee
$45.7K +$5.54K +70 +13%
CP
629
Castleview Partners
Texas
$43.6K -$35.8K -453 -45%
FFA
630
Farther Finance Advisors
California
$40.7K +$3.8K +48 +10%
SWM
631
Sugarloaf Wealth Management
Georgia
$38.7K
CM
632
Caption Management
Oklahoma
$38.7K +$39.5K +500 New
CAS
633
Coppell Advisory Solutions
Texas
$38.4K -$4.43K -56 -10%
CI Investments Inc
634
CI Investments Inc
Ontario, Canada
$38K +$15.4K +195 +67%
MSG
635
Main Street Group
Virginia
$35.4K -$35.6K -450 -50%
SIM
636
Studio Investment Management
Illinois
$34.5K -$6.09K -77 -15%
TWD
637
True Wealth Design
Ohio
$34.4K +$34.5K +436 +4,844%
BCM
638
Blume Capital Management
California
$33.7K
Federated Hermes
639
Federated Hermes
Pennsylvania
$33.6K +$34.3K +434 New
CT
640
Clearstead Trust
Maine
$33K -$3.4K -43 -9%
CCA
641
Catalyst Capital Advisors
New York
$32.4K +$33.1K +419 New
PFBT
642
Parkside Financial Bank & Trust
Missouri
$31K -$5.54K -70 -15%
SIC
643
Salem Investment Counselors
North Carolina
$31K
AF
644
Allworth Financial
California
$30.7K +$1.66K +21 +6%
FCT
645
First Community Trust
Iowa
$30.5K
CAL
646
Capital Advisors Ltd
Ohio
$28K
DMBA
647
Deseret Mutual Benefit Administrators
Utah
$27.8K
PTC
648
Private Trust Company
Ohio
$25.8K -$13.4K -170 -34%
FPF
649
First Pacific Financial
Washington
$25.1K
HWM
650
Hemington Wealth Management
Virginia
$24K +$26.5K +335 New