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Name Holding Trade Value Shares
Change
Change in
Stake
TPW
701
Transatlantique Private Wealth
New York
$883K -$66.3K -960 -7%
SCTC
702
Sanibel Captiva Trust Company
Florida
$876K +$827K +11,982 New
KF
703
Krilogy Financial
Missouri
$873K -$28.8K -417 -3%
LCGC
704
Legacy Capital Group California
California
$872K -$6.42K -93 -0.8%
SMC
705
Smith, Moore & Co
Missouri
$867K -$1.45K -21 -0.2%
CIA
706
Capital Investment Advisors
Georgia
$864K -$61.2K -887 -7%
FWI
707
Facet Wealth Inc
Maryland
$860K +$14.4K +208 +2%
IMCOOI
708
Investment Management Corp of Ontario (IMCO)
Canada
$859K +$811K +11,747 New
CTFG
709
Capstone Triton Financial Group
Oklahoma
$854K -$170K -2,461 -17%
ADBIC
710
A.D. Beadell Investment Counsel
Wisconsin
$851K +$1.73K +25 +0.2%
IIM
711
Ipswich Investment Management
Massachusetts
$848K
MA
712
Mutual Advisors
Nebraska
$848K -$1.79K -26 -0.2%
Public Sector Pension Investment Board (PSP Investments)
713
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$847K -$2.93M -42,521 -79%
BC
714
Bridgefront Capital
Texas
$841K +$794K +11,502 New
1CP
715
17 Capital Partners
Arizona
$838K +$791K +11,453 New
SWS
716
SYSTM Wealth Solutions
Illinois
$837K +$6.63K +96 +0.8%
CI Investments Inc
717
CI Investments Inc
Ontario, Canada
$836K +$184K +2,668 +30%
BFA
718
Bragg Financial Advisors
North Carolina
$831K -$81K -1,174 -9%
PPWM
719
Paragon Private Wealth Management
Kentucky
$826K +$46.2K +670 +6%
FMWA
720
Forvis Mazars Wealth Advisors
Missouri
$825K -$138 -2 -0%
SWP
721
Stratos Wealth Partners
Ohio
$817K +$55.6K +806 +8%
NAMP
722
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$812K -$29.3K -425 -4%
AOI
723
Auto-Owners Insurance
Michigan
$812K
WMP
724
Wealth Management Partners
Arizona
$808K +$51.4K +744 +7%
CA
725
Cullinan Associates
Kentucky
$804K