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Name Holding Trade Value Shares
Change
Change in
Stake
WANY
626
Wealthspire Advisors (New York)
New York
$517K -$1.53K -32 -0.3%
VFA
627
Valeo Financial Advisors
Indiana
$508K -$5.29K -111 -1%
DFCM
628
Dark Forest Capital Management
Puerto Rico
$505K +$513K +10,755 New
LSAG
629
Lake Street Advisors Group
New Hampshire
$502K -$18.9K -397 -4%
MNBTD
630
Moody National Bank Trust Division
Texas
$499K +$8.59K +180 +2%
EFI
631
EHP Funds Inc
Canada
$498K +$506K +10,600 New
SB
632
Sunflower Bank
Texas
$498K
FAM
633
Formidable Asset Management
Ohio
$496K +$88.9K +1,864 +21%
TPWA
634
TRUE Private Wealth Advisors
Oregon
$495K +$37.8K +792 +8%
TFA
635
Transamerica Financial Advisors
Florida
$494K -$154K -3,224 -24%
BRWA
636
B. Riley Wealth Advisors
Florida
$494K -$175K -3,661 -26%
CCMIC
637
Cardinal Capital Management Inc (Canada)
Manitoba, Canada
$494K -$23.9K -500 -5%
RPWA
638
Regent Peak Wealth Advisors
Georgia
$493K +$2.58K +54 +0.5%
BL
639
Balentine LLC
Georgia
$491K -$59.1K -1,238 -11%
CWP
640
Concord Wealth Partners
Virginia
$490K +$232K +4,860 +87%
LGA
641
Lebenthal Global Advisors
New York
$490K -$28.8K -604 -5%
RAM
642
Readystate Asset Management
Illinois
$489K +$496K +10,400 New
JCIA
643
Jackson Creek Investment Advisors
Colorado
$488K -$535K -11,218 -52%
RGF
644
Retirement Guys Formula
Ohio
$485K +$11.7K +246 +2%
Fisher Asset Management
645
Fisher Asset Management
Washington
$484K +$106K +2,230 +28%
TPCW
646
TD Private Client Wealth
New York
$480K -$75K -1,573 -13%
BFEC
647
Benjamin F. Edwards & Company
Missouri
$480K
CI
648
Conning Inc
Connecticut
$479K +$208K +4,367 +75%
LRPA
649
L. Roy Papp & Associates
Arizona
$478K
BAM
650
BOS Asset Management
Illinois
$475K