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Name Holding Trade Value Shares
Change
Change in
Stake
NA
476
NewEdge Advisors
Louisiana
$798K +$236K +3,279 +39%
ARMT
477
Amica Retiree Medical Trust
Rhode Island
$789K
TPA
478
Trivium Point Advisory
Connecticut
$771K +$27K +375 +3%
FTDI
479
First Trust Direct Indexing
Massachusetts
$770K +$133K +1,845 +19%
TC
480
Toews Corporation
New Jersey
$762K +$808K +11,200 New
DGAM
481
Desjardins Global Asset Management
Quebec, Canada
$760K +$15K +208 +2%
SI
482
Stephens Inc
Arkansas
$752K +$6.06K +84 +0.8%
ONB
483
Old National Bancorp
Indiana
$746K -$5.05K -70 -0.6%
WWG
484
West Wealth Group
California
$738K +$6.28K +87 +0.8%
CIBC Private Wealth Group
485
CIBC Private Wealth Group
Georgia
$737K +$781K +10,828 New
SFG
486
SevenBridge Financial Group
Pennsylvania
$732K +$777K +10,767 New
UCFA
487
United Capital Financial Advisors
Texas
$732K -$194K -2,689 -20%
BCV
488
Banque Cantonale Vaudoise
Switzerland
$714K -$177K -2,458 -19%
WTC
489
WhitTier Trust Company
Nevada
$711K -$9.59K -133 -1%
MLA
490
My Legacy Advisors
Oregon
$710K +$67.8K +940 +10%
DI
491
Diligent Investors
California
$703K
AAS
492
Avantax Advisory Services
Texas
$700K -$49.3K -683 -6%
AWM
493
Apollon Wealth Management
South Carolina
$695K +$5.41K +75 +0.7%
SIG
494
Stonegate Investment Group
Alabama
$690K +$69.5K +964 +11%
WP
495
Westmount Partners
California
$689K -$72 -1 -0%
KPWS
496
Kestra Private Wealth Services
Texas
$685K -$54.3K -753 -7%
CFGS
497
Concourse Financial Group Securities
Alabama
$684K +$86.3K +1,196 +14%
SOAMC
498
Spirit of America Management Corp
New York
$684K +$198K +2,750 +38%
MBTD
499
Mechanics Bank - Trust Department
California
$683K +$21.1K +292 +3%
CPRC
500
Consolidated Portfolio Review Corp
New York
$682K