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Name Holding Trade Value Shares
Change
Change in
Stake
CPG
601
Cornerstone Planning Group
New Jersey
$778K
TSWM
602
Triangle Securities Wealth Management
North Carolina
$777K -$6.8K -20 -0.8%
NIM
603
NEOS Investment Management
Connecticut
$777K +$835K +2,456 New
DEA
604
DoubleLine ETF Adviser
Florida
$768K +$38.4K +113 +5%
SPIA
605
Steward Partners Investment Advisory
New York
$765K -$14.3K -42 -2%
CIBC World Market
606
CIBC World Market
Ontario, Canada
$761K +$48.3K +142 +6%
IAA
607
Independent Advisor Alliance
North Carolina
$758K +$3.74K +11 +0.5%
MCM
608
MAI Capital Management
Ohio
$758K -$1.02K -3 -0.1%
QI
609
Qtron Investments
Massachusetts
$758K +$180K +528 +28%
WT
610
Whittier Trust
California
$757K -$3.4K -10 -0.4%
VCA
611
Verdence Capital Advisors
Maryland
$757K +$53.1K +156 +7%
HWAM
612
Hennion & Walsh Asset Management
New Jersey
$753K +$810K +2,382 New
DIM
613
Delta Investment Management
California
$751K +$66.3K +195 +9%
LWCFA
614
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$748K +$24.5K +72 +3%
FHB
615
First Hawaiian Bank
Hawaii
$747K +$352K +1,035 +78%
CTC
616
Central Trust Company
Missouri
$741K -$20.4K -60 -2%
MAS
617
Meeder Advisory Services
Ohio
$740K -$264K -776 -25%
HWM
618
HB Wealth Management
Georgia
$732K +$127K +373 +19%
FTDI
619
First Trust Direct Indexing
Massachusetts
$730K +$63.6K +187 +9%
AAM
620
Azzad Asset Management
Virginia
$726K +$34K +100 +5%
UH
621
Unigestion Holding
Switzerland
$716K +$102K +301 +15%
FMAEN1
622
Fund Management at Engine No 1
California
$714K +$69.4K +204 +10%
EWA
623
Encompass Wealth Advisors
Oregon
$711K
MCM
624
Maple Capital Management
Vermont
$710K +$340K +1,000 +80%
TC
625
TownSquare Capital
Utah
$709K +$88.4K +260 +13%