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Name Holding Trade Value Shares
Change
Change in
Stake
CPCPP
601
Canada Post Corporation Pension Plan
Canada
$99.5K +$102K +430 New
SWM
602
Spire Wealth Management
Virginia
$94K -$333K -1,404 -78%
MAS
603
MPWM Advisory Solutions
Georgia
$92.6K
APW
604
Aventura Private Wealth
Florida
$92.6K +$94.8K +400 New
VEA
605
Virtus ETF Advisers
New York
$92.6K +$94.8K +400 New
HIA
606
Harbor Investment Advisory
Maryland
$86.3K
NFSG
607
Newbridge Financial Services Group
Florida
$84.6K +$78.5K +331 +946%
PFG
608
Putney Financial Group
California
$78.2K +$34.9K +147 +77%
RIL
609
Rothschild Investment LLC
Illinois
$77.3K -$2.37K -10 -3%
PB
610
Pinnacle Bancorp
Nebraska
$76.8K
GWM
611
Geneos Wealth Management
Colorado
$76.1K -$12.1K -51 -13%
HPC
612
HM Payson & Co
Maine
$75.9K
PS
613
Principal Securities
Iowa
$74.5K +$60.5K +255 +381%
TCOV
614
Trust Company of Vermont
Vermont
$74K
CFO
615
CVA Family Office
Colorado
$71.5K
EWA
616
EverSource Wealth Advisors
Alabama
$70.4K +$27.7K +117 +63%
LS
617
Livforsakringsbolaget Skandia
Sweden
$69.4K
ACM
618
Aster Capital Management
United Arab Emirates
$67.3K -$1.67M -7,035 -96%
VCM
619
Versant Capital Management
Arizona
$61.6K
FHA
620
First Horizon Advisors
Tennessee
$60.5K -$474 -2 -0.8%
KA
621
Kozak & Associates
Colorado
$59.5K
AGWCA
622
Annis Gardner Whiting Capital Advisors
Florida
$58.5K +$26.6K +112 +79%
ERSOT
623
Employees Retirement System of Texas
Texas
$55K +$56.2K +237 New
GRP
624
Global Retirement Partners
California
$48.8K +$50K +211 New
PPC
625
Park Place Capital
Alabama
$47.9K