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Name Holding Trade Value Shares
Change
Change in
Stake
IAIM
501
International Assets Investment Management
Florida
$226K +$24.8K +4 +12%
SI
502
Sprott Inc
Ontario, Canada
$221K +$6.21K +1 +3%
AWM
503
AE Wealth Management
Kansas
$221K +$12.4K +2 +6%
WIM
504
WealthPlan Investment Management
Nebraska
$221K +$186K +30 +429%
JWA
505
JFS Wealth Advisors
Pennsylvania
$215K -$18.6K -3 -8%
HIA
506
Harbor Investment Advisory
Maryland
$215K – – –
HWM
507
HB Wealth Management
Georgia
$215K +$224K +36 New
TAM
508
Trust Asset Management
Texas
$209K – – –
AWS
509
Atria Wealth Solutions
New York
$209K +$217K +35 New
NS
510
NBC Securities
Alabama
$208K +$217K +35 New
GIA
511
Guyasuta Investment Advisors
Pennsylvania
$203K +$211K +34 New
GWM
512
Geneos Wealth Management
Colorado
$203K – – –
AAS
513
Ameritas Advisory Services
Nebraska
$203K +$211K +34 New
PA
514
Parallel Advisors
California
$197K -$12.4K -2 -6%
TSW
515
Thompson Siegel & Walmsley
Virginia
$185K -$37.3K -6 -16%
Credit Agricole
516
Credit Agricole
France
$185K +$193K +31 New
DZ Bank
517
DZ Bank
Germany
$167K – – –
S
518
SignatureFD
Georgia
$155K +$24.8K +4 +18%
VAG
519
VisionPoint Advisory Group
Texas
$155K +$80.7K +13 +100%
DMBA
520
Deseret Mutual Benefit Administrators
Utah
$143K +$18.6K +3 +14%
Fifth Third Bancorp
521
Fifth Third Bancorp
Ohio
$143K +$31.1K +5 +26%
QCG
522
Quadrant Capital Group
Ohio
$137K +$37.3K +6 +35%
GJIA
523
Glass Jacobson Investment Advisors
Maryland
$125K – – –
SPIA
524
Steward Partners Investment Advisory
New York
$125K -$12.4K -2 -9%
UM
525
UniSuper Management
Australia
$119K – – –