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Name Holding Trade Value Shares
Change
Change in
Stake
LWAM
651
Legacy Wealth Asset Management
Minnesota
$603K -$9.4K -119 -2%
TCM
652
Traynor Capital Management
Pennsylvania
$602K +$70.9K +898 +13%
GAM
653
Gotham Asset Management
New York
$601K -$1.59M -20,168 -72%
TC
654
Tacita Capital
Ontario, Canada
$600K -$3.16K -40 -0.5%
PPP
655
Private Portfolio Partners
New Jersey
$599K -$92K -1,165 -13%
QCG
656
Quadrant Capital Group
Ohio
$598K +$30.1K +381 +5%
VCA
657
Verdence Capital Advisors
Maryland
$597K -$5.45K -69 -0.9%
BCM
658
Brookstone Capital Management
Illinois
$590K +$20.5K +260 +4%
LC
659
Lindbrook Capital
California
$581K +$77.8K +985 +15%
V
660
ViaWealth
Kansas
$581K -$23.7K -300 -4%
BLC
661
Brown, Lisle/Cummings
Rhode Island
$575K
AIA
662
Angeles Investment Advisors
California
$572K -$33.3K -422 -5%
OIM
663
Oder Investment Management
California
$571K -$40.1K -507 -6%
EFG
664
Everhart Financial Group
Ohio
$570K +$7.03K +89 +1%
CB
665
CNB Bank
Pennsylvania
$569K +$48K +608 +9%
HWM
666
HB Wealth Management
Georgia
$568K +$145K +1,841 +33%
SG
667
StoneX Group
New York
$566K -$44.6K -565 -7%
Fiera Capital (Canada)
668
Fiera Capital (Canada)
Quebec, Canada
$555K -$35.7K -452 -6%
SA
669
Strategic Advisors
New York
$555K -$1.51M -19,116 -73%
DR
670
Davis Rea
Ontario, Canada
$552K -$9.09K -115 -2%
BP
671
BBR Partners
New York
$552K
WWP
672
Waypoint Wealth Partners
California
$552K
WE
673
Wealth Effects
Massachusetts
$551K -$145K -1,830 -20%
AC
674
Armistice Capital
New York
$549K +$59.5K +753 +12%
FIA
675
Foundations Investment Advisors
Arizona
$546K -$164K -2,075 -23%