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Name Holding Trade Value Shares
Change
Change in
Stake
Fiera Capital (Canada)
651
Fiera Capital (Canada)
Quebec, Canada
$594K +$5.49K +86 +1%
CIA
652
Concurrent Investment Advisors
Florida
$593K +$486K +7,612 New
NL
653
NWAM LLC
Washington
$587K +$482K +7,540 New
BLC
654
Brown, Lisle/Cummings
Rhode Island
$580K
GCAC
655
Guardian Capital Advisors (Canada)
Ontario, Canada
$580K -$30.7K -480 -6%
AFM
656
Abbot Financial Management
Massachusetts
$579K +$45.5K +712 +11%
GAG
657
GM Advisory Group
New York
$576K -$7.66K -120 -2%
AFG
658
Alterity Financial Group
Maine
$576K -$3.19K -50 -0.7%
BCM
659
Brookstone Capital Management
Illinois
$575K +$1.15K +18 +0.2%
ECM
660
ExodusPoint Capital Management
New York
$575K -$1.07M -16,699 -69%
QCG
661
Quadrant Capital Group
Ohio
$574K +$11K +173 +2%
GS
662
Gagnon Securities
New York
$570K +$17.5K +274 +4%
MWA
663
Moser Wealth Advisors
Washington
$570K -$1.92K -30 -0.4%
GIBU
664
Gulf International Bank (UK)
United Kingdom
$569K -$103K -1,610 -18%
CLOS
665
Compagnie Lombard Odier SCmA
Switzerland
$569K -$73.4K -1,150 -14%
EFG
666
Everhart Financial Group
Ohio
$568K +$466K +7,291 New
DR
667
Davis Rea
Ontario, Canada
$567K
AWA
668
Arkadios Wealth Advisors
Georgia
$566K -$205K -3,204 -31%
SW
669
SVB Wealth
Massachusetts
$563K +$18K +282 +4%
PWLP
670
Prio Wealth Limited Partnership
Massachusetts
$559K
LAS
671
Legacy Advisory Services
Pennsylvania
$557K +$457K +7,152 New
BP
672
BBR Partners
New York
$557K +$37.2K +582 +9%
WWP
673
Waypoint Wealth Partners
California
$557K
RCG
674
Regatta Capital Group
California
$556K -$54K -846 -11%
DAS
675
Dynamic Advisor Solutions
Arizona
$553K -$11.8K -185 -2%