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Name Holding Trade Value Shares
Change
Change in
Stake
CFGW
301
Chancellor Financial Group WB
Pennsylvania
$234K +$276K +2,090 New
EC
302
EntryPoint Capital
New York
$232K -$171K -1,293 -38%
WAM
303
Wilsey Asset Management
California
$230K
CI Investments Inc
304
CI Investments Inc
Ontario, Canada
$229K +$202K +1,533 +298%
SCM
305
Stevens Capital Management
Pennsylvania
$229K +$270K +2,048 New
LGG
306
Luts & Greenleigh Group
Maryland
$228K
DTL
307
Dynamic Technology Lab
Singapore
$228K +$269K +2,040 New
PWM
308
Purus Wealth Management
California
$225K
WAM
309
Weiss Asset Management
Massachusetts
$225K +$266K +2,019 New
BAM
310
Blueshift Asset Management
New Jersey
$223K +$263K +1,991 New
FM
311
Foster & Motley
Ohio
$221K +$261K +1,976 New
SCM
312
Shelton Capital Management
Colorado
$216K -$16K -121 -6%
BA
313
Bridgewater Associates
Connecticut
$212K -$849K -6,432 -77%
TWP
314
Triad Wealth Partners
Kansas
$208K +$246K +1,864 New
WANY
315
Wealthspire Advisors (New York)
New York
$204K +$6.6K +50 +3%
CFM
316
Catalyst Funds Management
Australia
$201K +$158K +1,200 +200%
PFW
317
Petros Family Wealth
Minnesota
$201K +$237K +1,799 New
TPCW
318
TD Private Client Wealth
New York
$170K -$528 -4 -0.3%
Bessemer Group
319
Bessemer Group
New Jersey
$160K +$5.94K +45 +3%
BTI
320
Blue Trust Inc
Georgia
$155K -$19K -144 -9%
FCAS
321
First Command Advisory Services
Texas
$134K
CAS
322
Coppell Advisory Solutions
Texas
$126K -$132 -1 -0.1%
IA
323
IFP Advisors
Florida
$106K +$5.54K +42 +5%
SIS
324
Sound Income Strategies
Florida
$97.5K
SPIA
325
Steward Partners Investment Advisory
New York
$93K