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Name Holding Trade Value Shares
Change
Change in
Stake
CIA
576
Caerus Investment Advisors
Texas
$508K
OL
577
Odyssean LLC
Connecticut
$507K +$466K +1,219 New
ASN
578
Advisory Services Network
Georgia
$505K +$51.6K +135 +13%
GT
579
Glenview Trust
Kentucky
$504K
SCS
580
Sound Capital Solutions
Florida
$503K +$463K +1,210 New
FIA
581
Foundations Investment Advisors
Arizona
$501K +$29.4K +77 +7%
DCM
582
Donaldson Capital Management
Indiana
$499K +$38.2K +100 +9%
IIC
583
Integrated Investment Consultants
Michigan
$496K
MAP
584
Moody Aldrich Partners
Massachusetts
$492K -$1.53K -4 -0.3%
EWA
585
EverSource Wealth Advisors
Alabama
$491K -$71.9K -188 -14%
PMAM
586
Picton Mahoney Asset Management
Ontario, Canada
$487K -$506K -1,324 -53%
AF
587
Allworth Financial
California
$486K -$12.2K -32 -3%
AFG
588
Atomi Financial Group
New York
$485K +$24.5K +64 +6%
VCP
589
Verus Capital Partners
Arizona
$483K +$444K +1,161 New
Baird Financial Group
590
Baird Financial Group
Wisconsin
$476K +$88.3K +231 +25%
FFA
591
Farther Finance Advisors
California
$474K -$82.6K -216 -16%
KWM
592
Kingsview Wealth Management
Oregon
$472K +$434K +1,135 New
IC
593
Inscription Capital
Texas
$472K -$32.1K -84 -7%
Allianz Asset Management
594
Allianz Asset Management
Germany
$468K +$18.4K +48 +4%
MMCM
595
Murphy & Mullick Capital Management
New York
$466K
FAM
596
Formidable Asset Management
Ohio
$450K
GT
597
Glenmede Trust
Pennsylvania
$449K -$154K -404 -27%
TAF
598
Tredje AP-fonden
Sweden
$447K +$411K +1,075 New
OAM
599
Oppenheimer Asset Management
New York
$446K +$151K +396 +58%
AUB
600
Atlantic Union Bankshares
Virginia
$437K -$16.8K -44 -4%