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Name Holding Trade Value Shares
Change
Change in
Stake
LAM
601
Lewis Asset Management
California
$250K +$234K +1,585 New
NS
602
NBC Securities
Alabama
$250K -$14.9K -101 -6%
GLF
603
Groupe la Francaise
France
$250K +$2.96K +20 +1%
AWM
604
Aprio Wealth Management
Georgia
$249K +$233K +1,579 New
VSQM
605
V-Square Quantitative Management
Illinois
$248K -$4.58K -31 -2%
AF
606
Allworth Financial
California
$247K +$123K +832 +114%
ICP
607
Interchange Capital Partners
Pennsylvania
$240K
PFM
608
Patton Fund Management
Texas
$238K +$223K +1,510 New
HCMG
609
Howard Capital Management Group
California
$237K -$142K -960 -39%
CI
610
Corient IA
Florida
$237K
CAM
611
Claret Asset Management
Quebec, Canada
$236K +$221K +1,495 New
CCA
612
Checchi Capital Advisers
California
$235K
RBI
613
Raiffeisen Bank International
Austria
$234K
FFC
614
Frederick Financial Consultants
Maryland
$234K +$219K +1,480 New
EWM
615
Evermay Wealth Management
Virginia
$231K
FSA
616
Financial Security Advisor
Virginia
$231K -$8.13K -55 -4%
CI Investments Inc
617
CI Investments Inc
Ontario, Canada
$230K +$10.9K +74 +5%
PMFA
618
Plante Moran Financial Advisors
Michigan
$229K -$55.3K -374 -21%
WANY
619
Wealthspire Advisors (New York)
New York
$227K +$213K +1,440 New
CI
620
CX Institutional
Indiana
$227K +$7.1K +48 +3%
A
621
AlphaQuest
New York
$226K +$163K +1,100 +328%
EWM
622
Empirical Wealth Management
Washington
$225K +$211K +1,427 New
CIAS
623
Capital Investment Advisory Services
North Carolina
$224K -$59.1K -400 -22%
DADC
624
D.A. Davidson & Co
Montana
$224K +$210K +1,418 New
QC
625
Quantessence Capital
New York
$222K +$208K +1,408 New