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Name Holding Trade Value Shares
Change
Change in
Stake
HFO
151
Heritage Family Offices
Arizona
$1.12M +$158K +3,366 +16%
OIA
152
OneDigital Investment Advisors
Kansas
$1.1M +$33.3K +710 +3%
VWM
153
Venturi Wealth Management
Texas
$1.09M -$3.98K -85 -0.4%
GC
154
Guggenheim Capital
Illinois
$1.05M +$110K +2,350 +11%
QCG
155
Quadrant Capital Group
Ohio
$1.05M +$36.2K +773 +3%
FIM
156
Freedom Investment Management
Connecticut
$1.04M -$119K -2,531 -10%
QI
157
Qtron Investments
Massachusetts
$1.04M -$458K -9,789 -30%
FFA
158
Farther Finance Advisors
California
$1.02M +$102K +2,188 +11%
HC
159
Henshaw Capital
Massachusetts
$1.01M
AAM
160
Advisors Asset Management
Colorado
$1M -$312K -6,668 -23%
YCM
161
Yousif Capital Management
Michigan
$997K -$187K -4,000 -15%
Franklin Resources
162
Franklin Resources
California
$980K +$148K +3,155 +17%
BDS
163
Banco de Sabadell
Florida
$980K -$41.3K -881 -4%
MWM
164
Mission Wealth Management
California
$946K -$107K -2,285 -10%
AF
165
Aviso Financial
Ontario, Canada
$939K +$25.6K +547 +3%
Capital Fund Management (CFM)
166
Capital Fund Management (CFM)
France
$933K -$387K -8,270 -29%
MPPW
167
Mitchell & Pahl Private Wealth
Oklahoma
$916K +$64.1K +1,369 +7%
CL
168
Choreo LLC
Illinois
$913K +$32.9K +702 +4%
AA
169
ALPS Advisors
Colorado
$903K +$55.2K +1,179 +6%
BP
170
Ballentine Partners
Massachusetts
$899K +$116K +2,479 +14%
XT
171
XTX Topco
Cayman Islands
$896K +$532K +11,354 +136%
CAM
172
Cresset Asset Management
Illinois
$869K -$4.23M -90,266 -83%
CP
173
Covenant Partners
Tennessee
$868K
CIBC World Market
174
CIBC World Market
Ontario, Canada
$862K +$14.3K +306 +2%
FDP
175
Financiere des Professionnels
Quebec, Canada
$825K -$52.8K -1,127 -6%