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Name Holding Trade Value Shares
Change
Change in
Stake
NFG
476
Nations Financial Group
Iowa
$551K -$13.3K -49 -2%
SMA
477
Sage Mountain Advisors
Georgia
$549K -$47.7K -175 -8%
MG
478
Mather Group
Illinois
$548K +$24.5K +90 +5%
WFI
479
West Family Investments
California
$546K -$1.12M -4,110 -67%
WI
480
WrapManager Inc
California
$545K -$120K -440 -18%
TA
481
Tectonic Advisors
Texas
$537K -$326K -1,198 -37%
CMI
482
Clare Market Investments
Texas
$537K +$545K +2,000 New
Toronto Dominion Bank
483
Toronto Dominion Bank
Ontario, Canada
$534K +$62.7K +230 +13%
WPC
484
Wedmont Private Capital
Pennsylvania
$533K +$35.7K +131 +7%
DS
485
DRW Securities
Illinois
$532K
LGA
486
Lebenthal Global Advisors
New York
$529K +$537K +1,971 New
SGA
487
Strategic Global Advisors
California
$525K -$10.4K -38 -2%
HPG
488
Harvest Portfolios Group
Ontario, Canada
$521K -$411K -1,508 -44%
CWM
489
Circle Wealth Management
New Jersey
$516K -$199K -730 -28%
CH
490
Cromwell Holdings
Wyoming
$516K
CI
491
CX Institutional
Indiana
$516K
HNB
492
Huntington National Bank
Ohio
$515K -$68.9K -253 -12%
CIA
493
Choate Investment Advisors
Massachusetts
$514K +$40.9K +150 +9%
TPCW
494
TD Private Client Wealth
New York
$510K -$70.3K -258 -12%
FWA
495
FSM Wealth Advisors
Ohio
$508K +$60.2K +221 +13%
SL
496
Summitry LLC
California
$505K +$39.5K +145 +8%
OFS
497
OneAscent Financial Services
Alabama
$504K +$121K +443 +31%
AWM
498
Aprio Wealth Management
Georgia
$501K +$171K +626 +50%
BOH
499
Bank of Hawaii
Hawaii
$500K -$374K -1,372 -42%
RCA
500
Resonant Capital Advisors
Wisconsin
$499K +$70.8K +260 +16%