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Name Holding Trade Value Shares
Change
Change in
Stake
CI Investments Inc
726
CI Investments Inc
Ontario, Canada
$278K +$169K +728 +129%
SWP
727
Stratos Wealth Partners
Ohio
$278K +$14.6K +63 +5%
AM
728
AGF Management
Ontario, Canada
$274K +$296K +1,277 New
CPIG
729
Chicago Partners Investment Group
Illinois
$272K +$2.32K +10 +0.8%
UFF
730
USA Financial Formulas
Michigan
$272K +$291K +1,255 +12,550%
IAA
731
Independent Advisor Alliance
North Carolina
$271K -$44.5K -192 -13%
FW
732
FirstPurpose Wealth
Utah
$271K +$4.17K +18 +1%
OFS
733
OneAscent Financial Services
Alabama
$270K +$292K +1,258 New
1WA
734
180 Wealth Advisors
Washington
$268K +$17.6K +76 +6%
RWPA
735
Richard W. Paul & Associates
Michigan
$266K -$19.7K -85 -6%
TA
736
TKG Advisors
Indiana
$266K
KCM
737
KRS Capital Management
Michigan
$265K
SWM
738
SeaCrest Wealth Management
New York
$265K +$2.32K +10 +0.8%
MCM
739
MAI Capital Management
Ohio
$264K -$27.1K -117 -9%
DADC
740
D.A. Davidson & Co
Montana
$258K -$928 -4 -0.3%
GPA
741
Guerra Pan Advisors
New Jersey
$253K
WWC
742
Waypoint Wealth Counsel
Georgia
$248K +$62.4K +269 +30%
AGWCA
743
Annis Gardner Whiting Capital Advisors
Florida
$247K +$267K +1,150 New
CP
744
Castleview Partners
Texas
$247K +$30.8K +133 +13%
AT
745
Arden Trust
Delaware
$244K -$16.5K -71 -6%
AFT
746
Alpha Family Trust
California
$244K
IAIM
747
International Assets Investment Management
Florida
$242K +$6.72K +29 +3%
QPBE
748
Quintet Private Bank (Europe)
Luxembourg
$241K -$37.3K -161 -13%
RC
749
Rovin Capital
Arizona
$241K -$336K -1,450 -56%
AGC
750
Aspen Grove Capital
Colorado
$235K -$17.9K -77 -7%