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Name Holding Trade Value Shares
Change
Change in
Stake
William Blair & Company
401
William Blair & Company
Illinois
$898K -$26.4K -186 -3%
CL
402
Choreo LLC
Illinois
$888K -$203K -1,428 -19%
DADC
403
D.A. Davidson & Co
Montana
$888K -$18.9K -133 -2%
OC
404
Oppenheimer & Co
New York
$878K -$23.7K -167 -3%
NW
405
NewEdge Wealth
Pennsylvania
$859K +$32K +225 +4%
AWM
406
Avior Wealth Management
Nebraska
$854K +$21.7K +153 +3%
IA
407
Inspire Advisors
Idaho
$847K +$239K +1,684 +40%
LFA
408
Legacy Financial Advisors
Kentucky
$824K +$34.8K +245 +5%
GT
409
Glenmede Trust
Pennsylvania
$810K -$5.78M -40,688 -88%
SC
410
Syon Capital
California
$809K +$3.27K +23 +0.4%
RA
411
Royce & Associates
New York
$808K
IAN
412
Integrated Advisors Network
Texas
$800K +$8.95K +63 +1%
MWPCG
413
Measured Wealth Private Client Group
New Hampshire
$788K +$48.1K +339 +7%
CWM
414
Cordatus Wealth Management
Pennsylvania
$785K +$10.9K +77 +1%
DC
415
Davenport & Co
Virginia
$754K +$734K +5,171 New
GA
416
Greenspring Advisors
Maryland
$737K -$72K -507 -9%
Blackstone Inc
417
Blackstone Inc
New York
$732K +$713K +5,018 New
PA
418
Pinnacle Associates
New York
$701K +$104K +733 +18%
IFWM
419
Institute for Wealth Management
Colorado
$699K +$25.7K +181 +4%
EMAM
420
Encompass More Asset Management
California
$691K -$324K -2,280 -32%
SRC
421
Sage Rhino Capital
California
$674K -$97.7K -688 -13%
CIA
422
Concurrent Investment Advisors
Florida
$673K +$70.3K +495 +12%
DWT
423
Dorsey & Whitney Trust
South Dakota
$663K +$2.13K +15 +0.3%
CBU
424
CIBC Bancorp USA
Illinois
$656K +$99.3K +699 +18%
Fidelity International
425
Fidelity International
Bermuda
$653K +$595K +4,189 +1,449%