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Name Holding Trade Value Shares
Change
Change in
Stake
CWM
726
Castle Wealth Management
Florida
$438K +$104K +631 +29%
SCA
727
Stonebridge Capital Advisors
Minnesota
$436K – – –
VSQM
728
V-Square Quantitative Management
Illinois
$435K +$214K +1,294 +87%
TW
729
Transform Wealth
Colorado
$435K -$303K -1,832 -40%
APA
730
Astoria Portfolio Advisors
New York
$432K +$9.6K +58 +2%
APP
731
Avantax Planning Partners
Iowa
$431K +$12.4K +75 +3%
AWA
732
AmeriServ Wealth Advisors
Pennsylvania
$429K -$8.28K -50 -2%
AI
733
AdvisorShares Investments
Maryland
$429K -$10.6K -64 -2%
HBT
734
Heartland Bank & Trust
Illinois
$427K +$7.28K +44 +2%
NRD
735
Nebula Research & Development
New York
$427K +$452K +2,729 New
TFS
736
Thoroughbred Financial Services
Tennessee
$421K +$233K +1,409 +110%
EP
737
Eudaimonia Partners
Tennessee
$420K -$63.9K -386 -13%
CI
738
Cigna Investments
Connecticut
$420K -$72.7K -439 -14%
CPA
739
Court Place Advisors
Maryland
$418K – – –
BFM
740
Boston Financial Management
Massachusetts
$416K – – –
EFP
741
Envision Financial Planning
Tennessee
$414K +$439K +2,650 New
TYCC
742
Texas Yale Capital Corp
Florida
$412K – – –
SCM
743
Stevens Capital Management
Pennsylvania
$410K +$85.4K +516 +25%
SSW
744
Smith Shellnut Wilson
Mississippi
$409K – – –
AG
745
Ascent Group
Virginia
$406K +$8.77K +53 +2%
CI Investments Inc
746
CI Investments Inc
Ontario, Canada
$406K +$314K +1,896 +270%
HI
747
Harbour Investments
Wisconsin
$406K +$63.2K +382 +17%
AWA
748
Arkadios Wealth Advisors
Georgia
$404K +$7.45K +45 +2%
IW
749
Imprint Wealth
South Carolina
$401K -$107K -647 -20%
BWA
750
Bordeaux Wealth Advisors
California
$398K -$10.9K -66 -3%