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Name Holding Trade Value Shares
Change
Change in
Stake
UAS
476
United Asset Strategies
New York
$789K -$219K -1,041 -23%
VAS
477
Vestmark Advisory Solutions
Massachusetts
$787K +$720K +3,424 New
Envestnet Portfolio Solutions
478
Envestnet Portfolio Solutions
Illinois
$771K +$194K +921 +38%
KIA
479
Knollwood Investment Advisory
Maryland
$763K -$698K -3,320 -50%
CW
480
CreativeOne Wealth
Kansas
$749K +$395K +1,880 +137%
NEI
481
Northwest & Ethical Investments
Ontario, Canada
$743K +$296K +1,406 +79%
National Bank of Canada
482
National Bank of Canada
Quebec, Canada
$743K +$119K +568 +20%
EOJOAM
483
E. Ohman J:or Asset Management
Sweden
$741K +$678K +3,224 New
GFG
484
Genesis Financial Group
New Jersey
$737K +$674K +3,204 New
DT
485
Diversified Trust
Tennessee
$736K +$7.99K +38 +1%
CGIM
486
Cannon Global Investment Management
Florida
$736K +$298K +1,418 +80%
AI
487
Atria Investments
North Carolina
$735K +$54.7K +260 +9%
PCIA
488
Prime Capital Investment Advisors
Kansas
$730K -$232K -1,103 -26%
CCA
489
Corps Capital Advisors
Texas
$730K +$668K +3,175 New
GA
490
GraniteShares Advisors
New York
$725K +$71.3K +339 +12%
EPI
491
Eddie Patel Inc
Illinois
$723K +$662K +3,147 New
S
492
SignatureFD
Georgia
$722K +$35.1K +167 +6%
STA
493
Summit Trail Advisors
New York
$719K +$72.8K +346 +12%
KG
494
Kilter Group
New York
$719K -$210 -1 -0%
PCMC
495
Paragon Capital Management (Colorado)
Colorado
$711K
KRSITF
496
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$705K
GRP
497
Global Retirement Partners
California
$695K -$557K -2,647 -47%
CC
498
Chicago Capital
Illinois
$692K +$633K +3,010 New
PE
499
PCM Encore
Colorado
$687K +$628K +2,987 New
BCM
500
Boltwood Capital Management
California
$685K