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Name Holding Trade Value Shares
Change
Change in
Stake
WCM
476
Westend Capital Management
California
$37.1K – – –
PS
477
Principal Securities
Iowa
$36.5K +$11.7K +195 +54%
CI Investments Inc
478
CI Investments Inc
Ontario, Canada
$36K -$12.3K -205 -27%
FFA
479
Farther Finance Advisors
California
$35.6K -$104K -1,734 -76%
CPG
480
Cornerstone Planning Group
New Jersey
$33.6K – – –
MA
481
Montag & Associates
Georgia
$32.6K – – –
SC
482
SouthState Corp
Florida
$32.6K – – –
IA
483
IFP Advisors
Florida
$28.6K +$6.46K +108 +33%
CAL
484
Capital Advisors Ltd
Ohio
$28K -$419 -7 -2%
TWD
485
True Wealth Design
Ohio
$27.7K +$24.9K +416 +5,200%
CYG
486
Clean Yield Group
Vermont
$26.1K – – –
CLOS
487
Compagnie Lombard Odier SCmA
Switzerland
$26.1K – – –
NRG
488
Nemes Rush Group
Michigan
$24.5K +$9.75K +163 +69%
IUHSA
489
Itau Unibanco Holding S.A.
Brazil
$24K +$22K +368 New
SS
490
Sunbelt Securities
Texas
$21.9K +$2.03K +34 +11%
JPWM
491
Jamison Private Wealth Management
Georgia
$21.8K – – –
CAS
492
Coppell Advisory Solutions
Texas
$20K – – –
TCM
493
TruNorth Capital Management
Michigan
$19.6K -$5.15K -86 -22%
TCOV
494
Trust Company of Vermont
Vermont
$19.6K – – –
FIA
495
FNY Investment Advisers
New York
$19K +$17.7K +296 New
NA
496
NewEdge Advisors
Louisiana
$17.3K -$4.61K -77 -22%
RTC
497
Riverview Trust Company
Washington
$17.1K – – –
AWM
498
Abound Wealth Management
Tennessee
$16.3K – – –
FFWM
499
Future Financial Wealth Management
Ohio
$16.3K +$15K +250 New
AAM
500
Advisors Asset Management
Colorado
$16K -$838 -14 -5%