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Name Holding Trade Value Shares
Change
Change in
Stake
FDS
501
First Dallas Securities
Texas
$590K +$111 +1 +0%
CCWM
502
Correct Capital Wealth Management
Missouri
$589K -$2.65K -24 -0.5%
OAM
503
Ostrum Asset Management
France
$589K
SOS
504
Silver Oak Securities
Tennessee
$586K +$61.8K +559 +12%
TE
505
Tema ETFs
New York
$583K +$48.1K +435 +9%
BFG
506
Berger Financial Group
Minnesota
$574K
GAM
507
GEM Asset Management
Michigan
$567K +$995 +9 +0.2%
HPWM
508
High Point Wealth Management
New Jersey
$562K +$884 +8 +0.2%
William Blair & Company
509
William Blair & Company
Illinois
$562K +$9.72K +88 +2%
BPA
510
Beacon Pointe Advisors
California
$558K +$71.3K +645 +15%
EAN
511
Excelsior Advisor Network
Colorado
$556K +$97.1K +879 +22%
AIMCA
512
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$554K -$13.1M -118,100 -96%
MWC
513
MBM Wealth Consultants
Missouri
$552K +$2.43K +22 +0.5%
EC
514
EntryPoint Capital
New York
$550K
ATPW
515
Ashton Thomas Private Wealth
Arizona
$546K +$128K +1,158 +32%
FFA
516
Farther Finance Advisors
California
$537K -$22.8K -206 -4%
LNB
517
Ledyard National Bank
$536K -$6.96K -63 -1%
MFP
518
Meramec Financial Planners
Missouri
$528K +$193K +1,744 +59%
LFG
519
Larson Financial Group
Missouri
$527K +$61.7K +558 +14%
TG
520
TCW Group
California
$525K +$21K +190 +4%
IIC
521
Ironwood Investment Counsel
Arizona
$523K
Aviva
522
Aviva
United Kingdom
$521K
MG
523
Mather Group
Illinois
$514K +$9.61K +87 +2%
MC
524
Moors & Cabot
Massachusetts
$510K +$332 +3 +0.1%
GT
525
Greenleaf Trust
Michigan
$505K +$8.18K +74 +2%