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Name Holding Trade Value Shares
Change
Change in
Stake
NEI
801
Northwest & Ethical Investments
Ontario, Canada
$602K
MCM
802
MAI Capital Management
Ohio
$602K -$19.2K -260 -3%
DFCM
803
Dark Forest Capital Management
Puerto Rico
$599K +$597K +8,076 New
IWA
804
IVC Wealth Advisors
Pennsylvania
$598K +$596K +8,064 New
Carson Wealth (CWM LLC)
805
Carson Wealth (CWM LLC)
Nebraska
$598K +$95.5K +1,291 +19%
WSTAM
806
Wilbanks Smith & Thomas Asset Management
Virginia
$598K -$4.58K -62 -0.8%
LIM
807
Loudon Investment Management
New Hampshire
$597K
CWM
808
Cornerstone Wealth Management
Missouri
$594K +$84.9K +1,148 +17%
WI
809
Wintrust Investments
Illinois
$591K -$22.9K -309 -4%
BG
810
Bahl & Gaynor
Ohio
$590K -$1.55K -21 -0.3%
IIM
811
INTECH Investment Management
Florida
$590K -$2.76M -37,297 -82%
EWA
812
EP Wealth Advisors
California
$587K -$12.6M -170,437 -97%
BMC
813
Beaton Management Company
Massachusetts
$587K
TWM
814
Tolleson Wealth Management
Texas
$587K
STA
815
Summit Trail Advisors
New York
$585K +$176K +2,383 +43%
JE
816
JMAC Enterprises
Pennsylvania
$585K -$302K -4,086 -34%
APC
817
Aspire Private Capital
North Carolina
$584K +$578K +7,823 +18,626%
MS
818
Maven Securities
Jersey
$582K +$580K +7,839 New
FLPIM
819
F.L. Putnam Investment Management
Massachusetts
$579K +$66.9K +905 +13%
WANY
820
Wealthspire Advisors (New York)
New York
$578K +$1.7K +23 +0.3%
LNC
821
Lincoln National Corp
Pennsylvania
$578K +$3.25K +44 +0.6%
CM
822
Columbus Macro
Pennsylvania
$578K +$579K +7,825 New
SCA
823
Snowden Capital Advisors
New York
$578K -$115K -1,552 -17%
THWM
824
Taylor Hoffman Wealth Management
Virginia
$574K +$12.9K +175 +2%
ST
825
Smithfield Trust
Pennsylvania
$571K +$140K +1,890 +33%