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Name Holding Trade Value Shares
Change
Change in
Stake
IIM
751
Intact Investment Management
Quebec, Canada
$630K +$41.6K +300 +7%
OL
752
Optas LLC
Texas
$624K +$44.3K +320 +8%
STA
753
Summit Trail Advisors
New York
$622K +$155K +1,116 +34%
SWS
754
SYSTM Wealth Solutions
Illinois
$621K +$87K +628 +16%
SG
755
StoneX Group
New York
$620K +$17.2K +124 +3%
BA
756
Bellwether Advisors
Nebraska
$617K +$610K +4,403 New
CUAMC
757
China Universal Asset Management Company
China
$614K +$420K +3,030 +224%
ICM
758
IMS Capital Management
Oregon
$611K
CI
759
CX Institutional
Indiana
$601K +$147K +1,058 +33%
PFS
760
Prospera Financial Services
Texas
$600K +$29.1K +210 +5%
OCBCO
761
Oversea-Chinese Banking Corp (OCBC)
Singapore
$595K +$589K +4,251 New
EWM
762
EPG Wealth Management
Georgia
$590K +$33.1K +239 +6%
IAN
763
Integrated Advisors Network
Texas
$590K -$30.8K -222 -5%
LFAS
764
Level Four Advisory Services
Texas
$588K +$113K +815 +24%
IF
765
Insight Folios
North Carolina
$585K -$3.19K -23 -0.5%
CCIA
766
Campbell & Co Investment Adviser
Maryland
$584K +$578K +4,172 New
CNBTD
767
Citizens National Bank Trust Department
Mississippi
$578K -$82.4K -595 -13%
TCM
768
Traynor Capital Management
Pennsylvania
$577K +$14.1K +102 +3%
SACTSONJ
769
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$574K
SFFS
770
Stonehage Fleming Financial Services
Jersey
$573K -$42K -303 -7%
IWC
771
Integrated Wealth Concepts
Massachusetts
$568K -$130K -941 -19%
VT
772
Vise Technologies
New York
$565K +$358K +2,583 +178%
LNC
773
Lincoln National Corp
Pennsylvania
$565K +$103K +742 +23%
DFCM
774
Dark Forest Capital Management
Puerto Rico
$560K +$554K +3,998 New
FB
775
Fulton Bank
Pennsylvania
$558K +$144K +1,043 +35%