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Name Holding Trade Value Shares
Change
Change in
Stake
OPA
526
Old Port Advisors
Maine
$1.08M +$632K +9,435 +159%
SWP
527
Sagespring Wealth Partners
Tennessee
$1.07M -$40.6K -606 -4%
SCM
528
SOL Capital Management
Maryland
$1.07M +$2.81K +42 +0.3%
FTWA
529
Fifth Third Wealth Advisors
Ohio
$1.06M +$690K +10,289 +216%
HP
530
Hartree Partners
New York
$1.06M +$1.01M +15,000 New
FHA
531
Flagship Harbor Advisors
Massachusetts
$1.05M -$13.6K -203 -1%
IBOK
532
Independence Bank of Kentucky
Kentucky
$1.05M -$1K -15 -0.1%
CA
533
Crewe Advisors
Utah
$1.04M -$48.5K -723 -5%
SAI
534
Savvy Advisors Inc
New York
$1.04M +$161K +2,403 +19%
CWP
535
Cyndeo Wealth Partners
Florida
$1.04M -$4.76K -71 -0.5%
AHL
536
Abel Hall LLC
Louisiana
$1.03M +$252K +3,760 +35%
Koshinski Asset Management
537
Koshinski Asset Management
Illinois
$1.02M -$40K -597 -4%
QI
538
Qtron Investments
Massachusetts
$1.02M -$2.01K -30 -0.2%
AFG
539
American Financial Group
Ohio
$1.02M
GDP
540
Great Diamond Partners
Maine
$1.02M +$255K +3,806 +36%
SGA
541
Strategic Global Advisors
California
$1.02M +$117K +1,749 +14%
IA
542
IFP Advisors
Florida
$1.01M -$73.2K -1,092 -7%
BDS
543
Banco de Sabadell
Florida
$1.01M
BRWA
544
B. Riley Wealth Advisors
Florida
$1.01M +$960K +14,328 New
PP
545
Pingora Partners
Wyoming
$1.01M -$239K -3,565 -20%
CAM
546
Cresset Asset Management
Illinois
$1.01M -$3.15M -47,033 -77%
CSIC
547
Clifford Swan Investment Counsel
California
$1M -$7.24K -108 -0.8%
CS
548
Crescent Sterling
Louisiana
$998K -$33.7K -503 -3%
CTA
549
Chesley Taft & Associates
Illinois
$997K
SFS
550
Sowell Financial Services
Arkansas
$994K -$49.3K -736 -5%