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Name Holding Trade Value Shares
Change
Change in
Stake
CPCPP
501
Canada Post Corporation Pension Plan
Canada
$575K +$605K +2,514 New
SFA
502
Sequoia Financial Advisors
Ohio
$572K +$103K +429 +21%
NP
503
NorthRock Partners
Minnesota
$560K -$164K -682 -22%
UWS
504
Unique Wealth Strategies
Illinois
$557K +$586K +2,435 New
EWA
505
EP Wealth Advisors
California
$553K +$23.1K +96 +4%
HWA
506
Heartwood Wealth Advisors
Virginia
$549K
SCM
507
Suvretta Capital Management
New York
$547K
SPA
508
Sherbrooke Park Advisers
New York
$540K +$569K +2,363 New
ACA
509
Anchor Capital Advisors
Massachusetts
$534K
NRD
510
Nebula Research & Development
New York
$532K +$561K +2,328 New
QC
511
Quadrature Capital
United Kingdom
$532K +$560K +2,326 New
DFCM
512
Dark Forest Capital Management
Puerto Rico
$523K +$303K +1,257 +122%
PA
513
Profund Advisors
Maryland
$521K -$37.8K -157 -6%
GAG
514
GM Advisory Group
New York
$518K
ANBT
515
American National Bank & Trust
Texas
$513K -$14.4K -60 -3%
BFC
516
Bedel Financial Consulting
Indiana
$509K
PWS
517
Peloton Wealth Strategists
Indiana
$509K -$472K -1,960 -47%
BFG
518
Bleakley Financial Group
New Jersey
$506K -$5.06K -21 -0.9%
IPW
519
Impact Partnership Wealth
Georgia
$505K +$532K +2,208 New
FAN
520
Financial Advisors Network
California
$504K +$531K +2,206 New
MSA
521
MUFG Securities Americas
New York
$496K +$522K +2,167 New
NSAM
522
North Star Asset Management
Wisconsin
$489K -$19.3K -80 -4%
LIM
523
Leavell Investment Management
Alabama
$488K +$7.95K +33 +2%
NA
524
NewEdge Advisors
Louisiana
$487K -$465K -1,931 -48%
P
525
&Partners
Tennessee
$484K +$270K +1,121 +116%