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Name Holding Trade Value Shares
Change
Change in
Stake
Fiera Capital (Canada)
651
Fiera Capital (Canada)
Quebec, Canada
$504K -$15.2K -268 -3%
LNC
652
Lincoln National Corp
Pennsylvania
$501K -$94.6K -1,674 -18%
BCM
653
Brookstone Capital Management
Illinois
$494K +$6.11K +108 +1%
CAAS
654
Capital Asset Advisory Services
Michigan
$492K -$88.4K -1,563 -18%
AC
655
ASB Consultores
Florida
$491K -$76.5K -1,354 -15%
CW
656
CreativeOne Wealth
Kansas
$491K -$24.4K -432 -5%
GAG
657
GM Advisory Group
New York
$486K -$622 -11 -0.1%
PVI
658
Pine Valley Investments
New Jersey
$485K +$170K +3,000 +67%
PTC
659
Private Trust Company
Ohio
$482K +$72.5K +1,282 +21%
WEG
660
World Equity Group
Illinois
$476K -$3.04M -53,771 -88%
SW
661
SVB Wealth
Massachusetts
$476K -$9.04K -160 -2%
DI
662
DFPG Investments
Utah
$475K +$41.9K +742 +12%
BHPW
663
Beverly Hills Private Wealth
California
$474K -$24.9K -440 -5%
IWP
664
Icon Wealth Partners
Texas
$472K -$135K -2,386 -25%
AFG
665
Alterity Financial Group
Maine
$472K -$19.8K -350 -5%
DR
666
Davis Rea
Ontario, Canada
$470K -$1.7K -30 -0.4%
JFG
667
Jefferies Financial Group
New York
$465K -$1.26M -22,256 -76%
PWLP
668
Prio Wealth Limited Partnership
Massachusetts
$463K – – –
EAM
669
Eschler Asset Management
United Kingdom
$463K +$405K +7,161 New
EWM
670
Empirical Wealth Management
Washington
$462K -$25.4K -450 -6%
WWP
671
Waypoint Wealth Partners
California
$462K – – –
BBA
672
BLB&B Advisors
Pennsylvania
$458K +$339 +6 +0.1%
GS
673
Gagnon Securities
New York
$456K -$148K -2,623 -27%
NFG
674
Nadler Financial Group
Illinois
$454K -$5.65K -100 -1%
MFA
675
Mayflower Financial Advisors
Massachusetts
$453K +$18.5K +327 +5%