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Name Holding Trade Value Shares
Change
Change in
Stake
William Blair Investment Management
526
William Blair Investment Management
Illinois
$9.59M +$7.55M +71,492 +308%
BFO
527
Boston Family Office
Massachusetts
$9.59M -$10.5K -99 -0.1%
BMM
528
Buffington Mohr McNeal
Idaho
$9.51M +$165K +1,559 +2%
BSW
529
Buckingham Strategic Wealth
Missouri
$9.45M
WIM
530
WealthPlan Investment Management
Nebraska
$9.43M -$7.85M -74,382 -44%
IC
531
IEQ Capital
California
$9.42M +$586K +5,546 +6%
TFGT
532
TS Financial Group (TSFG)
Illinois
$9.39M +$141K +1,339 +1%
CA
533
Callahan Advisors
Texas
$9.29M -$233K -2,206 -2%
SWK
534
Stephen W. Kidder
$9.27M -$28.5K -270 -0.3%
HTC
535
Haverford Trust Company
Pennsylvania
$9.2M +$334K +3,160 +4%
AWP
536
Ascent Wealth Partners
New York
$9.13M +$160K +1,519 +2%
IAA
537
Independent Advisor Alliance
North Carolina
$9.07M -$1.94M -18,353 -17%
CA
538
Clearstead Advisors
Ohio
$9.06M +$124K +1,179 +1%
AR
539
Apeiron RIA
Texas
$9.04M -$194K -1,836 -2%
SC
540
Savant Capital
Illinois
$9.02M +$747K +7,076 +9%
MJP
541
Michael J. Puzo
$8.99M +$258K +2,445 +3%
FMC
542
First Merchants Corp
Indiana
$8.98M -$98.3K -931 -1%
TF
543
Tompkins Financial
New York
$8.87M +$67.6K +640 +0.7%
SCM
544
Schnieders Capital Management
California
$8.87M +$84.5K +800 +0.9%
PJSIMP
545
P.J. Schmidt Investment Management (PJS)
Wisconsin
$8.84M -$660K -6,253 -7%
DA
546
Dash Acquisitions
California
$8.8M +$699K +6,621 +8%
AAS
547
Annex Advisory Services
Wisconsin
$8.79M +$2.43M +22,990 +36%
WP
548
WealthPLAN Partners
Nebraska
$8.78M -$8.66M -81,975 -49%
KPWS
549
Kestra Private Wealth Services
Texas
$8.77M +$1.26M +11,969 +16%
BIM
550
Bridges Investment Management
Nebraska
$8.74M +$15.9K +151 +0.2%