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Name Holding Trade Value Shares
Change
Change in
Stake
CI Investments Inc
526
CI Investments Inc
Ontario, Canada
$239K +$22.1K +1,085 +10%
ZB
527
Zions Bancorporation
Utah
$238K -$20.9K -1,028 -8%
IA
528
IFG Advisory
Georgia
$238K +$31.4K +1,545 +15%
SFC
529
SYM Financial Corp
Indiana
$237K +$27.4K +1,345 +13%
EFG
530
Everhart Financial Group
Ohio
$230K +$3.23K +159 +1%
VIA
531
Virtus Investment Advisers
Connecticut
$230K – – –
AWM
532
Apollon Wealth Management
South Carolina
$225K +$18.8K +923 +9%
TC
533
Trilogy Capital
California
$225K +$227K +11,161 New
LFAS
534
Level Four Advisory Services
Texas
$223K +$15.7K +772 +7%
CCWM
535
Cassaday & Co Wealth Management
Virginia
$223K – – –
CGL
536
Clarius Group LLC
Washington
$223K +$16.9K +833 +8%
Federated Hermes
537
Federated Hermes
Pennsylvania
$221K +$137K +6,740 +161%
MCM
538
MAI Capital Management
Ohio
$219K -$25.1K -1,232 -10%
PTC
539
Petrus Trust Company
Texas
$211K +$213K +10,475 New
CI
540
CX Institutional
Indiana
$209K +$210K +10,342 New
MAWA
541
Moss Adams Wealth Advisors
Washington
$207K +$209K +10,274 New
YLHM
542
Yelin Lapidot Holdings Management
Israel
$206K +$207K +10,195 New
DADC
543
D.A. Davidson & Co
Montana
$205K +$207K +10,169 New
LAM
544
Longboard Asset Management
Arizona
$203K +$205K +10,057 New
WIA
545
World Investment Advisors
California
$203K +$204K +10,036 New
GT
546
Glenview Trust
Kentucky
$202K -$956 -47 -0.5%
PP
547
Paloma Partners
Connecticut
$202K -$1.33M -65,529 -87%
LSA
548
Leonteq Securities AG
Switzerland
$196K +$112K +5,503 +130%
WBC
549
Westpac Banking Corp
Australia
$183K -$6.73K -331 -4%
SIM
550
Sentry Investment Management
Wisconsin
$178K -$29.1K -1,432 -14%