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Name Holding Trade Value Shares
Change
Change in
Stake
WFA
576
West Financial Advisors
Iowa
$2K +$1.62K +21 New
CT
577
Caldwell Trust
Florida
$1.47K
GEA
578
Glen Eagle Advisors
New Jersey
$1.19K
BFEC
579
Benjamin F. Edwards & Company
Missouri
$1K -$1.55K -20 -71%
PWC
580
PYA Waltman Capital
Tennessee
$1K -$309 -4 -18%
AWM
581
Accel Wealth Management
Iowa
$1K
BWL
582
Bogart Wealth LLC
Virginia
$1K
CBT
583
CoreFirst Bank & Trust
Kansas
$1K
CA
584
Crewe Advisors
Utah
$1K
CFO
585
CVA Family Office
Colorado
$1K
AWM
586
Atticus Wealth Management
Florida
$1K +$618 +8 New
FEG
587
Financial Enhancement Group
Indiana
$1K +$696 +9 New
FCB
588
First Command Bank
Texas
$1K +$773 +10 New
FCFS
589
First Command Financial Services
Texas
$1K +$773 +10 New
MAM
590
Marquette Asset Management
Minnesota
$1K +$773 +10 New
SC
591
Siena Capital
Ohio
$1K +$850 +11 New
MWM
592
Mascoma Wealth Management
New Hampshire
$1K +$1.08K +14 New
SWA
593
Sutton Wealth Advisors
Florida
$793
Schroder Investment Management Group
594
Schroder Investment Management Group
United Kingdom
-$786M -9,740,445 Closed
GQG Partners
595
GQG Partners
Florida
-$470M -5,300,899 Closed
EAM
596
Exane Asset Management
France
-$95.8M -1,082,835 Closed
O
597
Ossiam
France
-$11.3M -127,495 Closed
MFS
598
Mirabella Financial Services
United Kingdom
-$4.4M -50,545 Closed
NLGIA
599
Nippon Life Global Investors Americas
New York
-$3.53M -40,460 Closed
PLU
600
Performa Ltd (US)
South Carolina
-$3.58M -40,350 Closed