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Name Holding Trade Value Shares
Change
Change in
Stake
IAN
1001
Integrated Advisors Network
Texas
$316K -$2.28M -65,800 -88%
CC
1002
Courier Capital
New York
$316K -$19.6K -565 -6%
WE
1003
Wealth Effects
Massachusetts
$316K
NAM
1004
NorthCrest Asset Manangement
Minnesota
$316K -$25.4K -731 -8%
TWP
1005
Tyche Wealth Partners
Texas
$315K +$51.6K +1,488 +19%
ONSWM
1006
Old North State Wealth Management
North Carolina
$311K +$61.9K +1,785 +24%
CI Investments Inc
1007
CI Investments Inc
Ontario, Canada
$310K -$40.4M -1,163,393 -99%
BIG
1008
Brooklyn Investment Group
New York
$309K +$147K +4,248 +87%
BFS
1009
Bard Financial Services
Connecticut
$309K +$41.6K +1,200 +15%
OFG
1010
Oxford Financial Group
Indiana
$309K -$3.57K -103 -1%
SCI
1011
S&CO Inc
Massachusetts
$307K +$81.9K +2,360 +35%
BP
1012
Ballentine Partners
Massachusetts
$305K -$39.8K -1,146 -11%
LCM
1013
Laurion Capital Management
New York
$304K +$312K +9,003 New
QFW
1014
QTR Family Wealth
Florida
$304K +$4.54K +131 +1%
Federated Hermes
1015
Federated Hermes
Pennsylvania
$304K -$9.37M -270,010 -97%
WB
1016
WesBanco Bank
West Virginia
$304K +$7.14K +206 +2%
HCM
1017
Howard Capital Management
Georgia
$303K +$31.4K +906 +11%
MFIM
1018
Mesirow Financial Investment Management
Illinois
$302K +$39.4K +1,135 +15%
RIM
1019
Reliant Investment Management
Tennessee
$301K -$40.1K -1,155 -11%
WP
1020
Wealthspan Partners
Iowa
$301K -$3.47K -100 -1%
IC
1021
IEQ Capital
California
$301K -$4.77M -137,650 -94%
AFG
1022
Atomi Financial Group
New York
$300K -$127K -3,670 -29%
Bank Julius Baer & Co
1023
Bank Julius Baer & Co
Switzerland
$299K +$54.1K +1,560 +21%
MHIC
1024
Marble Harbor Investment Counsel
Massachusetts
$297K -$8.67K -250 -3%
AA
1025
ALPS Advisors
Colorado
$297K +$3.68K +106 +1%