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Name Holding Trade Value Shares
Change
Change in
Stake
AWM
476
Avior Wealth Management
Nebraska
$230K +$651 +8 +0.3%
GWMR
477
GC Wealth Management RIA
Massachusetts
$230K +$222K +2,721 New
PCMH
478
Polymer Capital Management (HK)
Hong Kong
$229K +$221K +2,711 New
GCIA
479
Gabelli & Co Investment Advisers
New York
$228K – – –
AWMG
480
ADG Wealth Management Group
Louisiana
$228K – – –
OFS
481
OneAscent Financial Services
Alabama
$227K -$8.79K -108 -4%
BFS
482
Bradley Foster & Sargent
Connecticut
$225K – – –
GSB
483
Greenfield Savings Bank
Massachusetts
$225K -$51.9K -637 -19%
IC
484
Inscription Capital
Texas
$225K -$32.6K -400 -13%
Vontobel Holding
485
Vontobel Holding
Switzerland
$222K -$48.8K -599 -19%
PAS
486
Park Avenue Securities
New York
$221K -$38.3K -470 -15%
CI Investments Inc
487
CI Investments Inc
Ontario, Canada
$221K -$12.9K -159 -6%
CAM
488
Claret Asset Management
Quebec, Canada
$221K -$3.34K -41 -2%
SFS
489
Stiles Financial Services
Minnesota
$219K +$81 +1 +0%
AC
490
AXQ Capital
New Jersey
$217K +$209K +2,572 New
CI
491
CX Institutional
Indiana
$214K +$13.2K +162 +7%
CL
492
Choreo LLC
Illinois
$214K +$206K +2,531 New
FC
493
Financial Consulate
Maryland
$214K +$206K +2,531 New
JTWM
494
Jackson Thornton Wealth Management
Alabama
$214K +$202K +2,477 New
SCA
495
Sippican Capital Advisors
Massachusetts
$211K – – –
SC
496
Shay Capital
New York
$211K +$204K +2,500 New
JIC
497
Johnson Investment Counsel
Ohio
$210K – – –
CA
498
CoreCap Advisors
Michigan
$210K +$1.14K +14 +0.6%
CPCPP
499
Canada Post Corporation Pension Plan
Canada
$208K – – –
ATC
500
Argent Trust Co
Tennessee
$207K +$200K +2,450 New