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Name Holding Trade Value Shares
Change
Change in
Stake
KCIA
501
Kingsbury Capital Investment Advisors
Illinois
$595K -$192K -1,740 -25%
KWM
502
KMT Wealth Management
California
$595K +$581K +5,260 New
GWP
503
Gateway Wealth Partners
Wisconsin
$591K -$69K -624 -11%
CAM
504
Cozad Asset Management
Illinois
$590K – – –
FDS
505
First Dallas Securities
Texas
$590K +$111 +1 +0%
CCWM
506
Correct Capital Wealth Management
Missouri
$589K -$2.65K -24 -0.5%
OAM
507
Ostrum Asset Management
France
$589K – – –
SOS
508
Silver Oak Securities
Tennessee
$586K +$61.8K +559 +12%
TE
509
Tema ETFs
New York
$583K +$48.1K +435 +9%
BFG
510
Berger Financial Group
Minnesota
$574K – – –
GAM
511
GEM Asset Management
Michigan
$567K +$995 +9 +0.2%
HPWM
512
High Point Wealth Management
New Jersey
$562K +$884 +8 +0.2%
William Blair & Company
513
William Blair & Company
Illinois
$562K +$9.72K +88 +2%
BPA
514
Beacon Pointe Advisors
California
$558K +$71.3K +645 +15%
EAN
515
Excelsior Advisor Network
Colorado
$556K +$97.1K +879 +22%
AIMCA
516
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$554K -$13.1M -118,100 -96%
MWC
517
MBM Wealth Consultants
Missouri
$552K +$2.43K +22 +0.5%
EC
518
EntryPoint Capital
New York
$550K – – –
ATPW
519
Ashton Thomas Private Wealth
Arizona
$546K +$128K +1,158 +32%
FFA
520
Farther Finance Advisors
California
$537K -$22.8K -206 -4%
LNB
521
Ledyard National Bank
$536K -$6.96K -63 -1%
MFP
522
Meramec Financial Planners
Missouri
$528K +$193K +1,744 +59%
LFG
523
Larson Financial Group
Missouri
$527K +$61.7K +558 +14%
TG
524
TCW Group
California
$525K +$21K +190 +4%
IIC
525
Ironwood Investment Counsel
Arizona
$523K – – –