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Name Holding Trade Value Shares
Change
Change in
Stake
AIA
526
Alera Investment Advisors
Illinois
$554K
YWP
527
YorkBridge Wealth Partners
New York
$554K
SWP
528
Stratos Wealth Partners
Ohio
$550K -$85.5K -428 -14%
CP
529
Covenant Partners
Tennessee
$550K +$532K +2,666 New
CC
530
Chicago Capital
Illinois
$536K
IAN
531
Integrated Advisors Network
Texas
$535K -$12K -60 -2%
DCM
532
Donaldson Capital Management
Indiana
$530K +$513K +2,567 New
GLA
533
Great Lakes Advisors
Illinois
$526K -$3.33M -16,680 -87%
CAM
534
Cozad Asset Management
Illinois
$522K
AWM
535
Altium Wealth Management
New York
$520K +$2.2K +11 +0.4%
HAG
536
HighPoint Advisor Group
Illinois
$519K -$8.39K -42 -1%
IC
537
IEQ Capital
California
$517K +$244K +1,221 +95%
HA
538
Harbor Advisors
Florida
$516K
CQS
539
Credential Qtrade Securities
$515K -$6.19K -31 -1%
NSIM
540
North Star Investment Management
Illinois
$514K
NFG
541
Nations Financial Group
Iowa
$509K -$98.1K -491 -17%
BS
542
Bessemer Securities
New York
$505K +$489K +2,450 New
HTC
543
Haverford Trust Company
Pennsylvania
$491K +$476K +2,382 New
MAFM
544
Mid Atlantic Financial Management
Pennsylvania
$490K +$43.9K +220 +9%
PPCM
545
Pillar Pacific Capital Management
California
$474K -$63.9K -320 -12%
Federated Hermes
546
Federated Hermes
Pennsylvania
$474K -$34.3K -172 -7%
CCM
547
Coldstream Capital Management
Washington
$473K +$457K +2,288 New
CWM
548
Chesapeake Wealth Management
Virginia
$469K +$84.9K +425 +23%
MCM
549
MAI Capital Management
Ohio
$469K +$454K +2,272 New
WPW
550
Waldron Private Wealth
Pennsylvania
$466K +$18.6K +93 +4%