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Name Holding Trade Value Shares
Change
Change in
Stake
Lido Advisors
576
Lido Advisors
California
$603K -$158K -506 -22%
9WM
577
9258 Wealth Management
Ohio
$594K +$180K +577 +49%
PM
578
Parametrica Management
Hong Kong
$592K +$547K +1,750 New
PA
579
Pinnacle Associates
New York
$586K -$8.75K -28 -2%
CAAS
580
Capital Asset Advisory Services
Michigan
$581K -$4.69K -15 -0.9%
MWM
581
Minot Wealth Management
Massachusetts
$579K +$273K +875 +105%
TIAM2
582
Tru Independence Asset Management 2
Oregon
$579K +$534K +1,710 New
IFWM
583
Institute for Wealth Management
Colorado
$568K -$312 -1 -0.1%
ET
584
Equitable Trust
Tennessee
$564K +$3.44K +11 +0.7%
CI Investments Inc
585
CI Investments Inc
Ontario, Canada
$564K +$140K +447 +37%
SWP
586
Strategic Wealth Partners
Ohio
$564K +$173K +555 +50%
CCA
587
Column Capital Advisors
Indiana
$553K +$48.1K +154 +10%
MIFH
588
Migdal Insurance & Financial Holdings
Israel
$551K -$16M -51,128 -97%
GA
589
Greytown Advisors
Florida
$536K +$10.6K +34 +2%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
590
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$531K +$491K +1,570 New
PFA
591
Paradigm Financial Advisors
Missouri
$528K -$277K -885 -36%
SBSB
592
Sullivan, Bruyette, Speros & Blaney
Virginia
$526K – – –
DCM
593
Driehaus Capital Management
Illinois
$525K -$641K -2,050 -57%
CAI
594
Capital Advisors Inc
Oklahoma
$520K +$8.44K +27 +2%
OWM
595
OneAscent Wealth Management
Alabama
$519K +$479K +1,534 New
SSWM
596
Sheets Smith Wealth Management
North Carolina
$517K +$477K +1,528 New
IMRF
597
Illinois Municipal Retirement Fund
Illinois
$516K +$217K +696 +84%
SW
598
SVB Wealth
Massachusetts
$516K +$476K +1,523 New
HMS
599
Hanseatic Management Services
New Mexico
$515K -$312 -1 -0.1%
SC
600
Shay Capital
New York
$508K +$469K +1,500 New