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Name Holding Trade Value Shares
Change
Change in
Stake
Connor, Clark & Lunn Investment Management (CC&L)
751
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$297K +$266K +913 New
WWM
752
Windsor Wealth Management
Indiana
$296K -$1.45K -5 -0.6%
RCAG
753
Rehmann Capital Advisory Group
Michigan
$296K -$113K -387 -30%
OMIC
754
Old Mission Investment Co
Michigan
$295K – – –
EFS
755
Essex Financial Services
Connecticut
$294K -$2.04K -7 -0.8%
HTHT
756
Hemenway Trust Hemenway Trust
New Hampshire
$293K – – –
LI
757
LMCG Investments
Massachusetts
$292K +$261K +897 New
Wedmont Private Capital
758
Wedmont Private Capital
Pennsylvania
$291K +$36.9K +127 +17%
Harvest Fund Management
759
Harvest Fund Management
China
$291K +$106K +366 +69%
Clearstead Advisors
760
Clearstead Advisors
Ohio
$289K +$81.4K +280 +46%
Putnam Investments
761
Putnam Investments
Massachusetts
$288K -$13.4K -46 -5%
DY
762
Dowling & Yahnke
California
$287K +$27.6K +95 +12%
IFP Advisors
763
IFP Advisors
Florida
$284K +$173K +596 +55%
MCC
764
Money Concepts Capital
Florida
$283K +$58.2K +200 +30%
JB Capital
765
JB Capital
Connecticut
$282K -$205K -705 -45%
RWA
766
River Wealth Advisors
Pennsylvania
$281K +$29.1K +100 +13%
KBFS
767
Kohmann Bosshard Financial Services
Ohio
$280K – – –
Integrated Wealth Concepts
768
Integrated Wealth Concepts
Massachusetts
$278K -$88.4K -304 -26%
Congress Wealth Management
769
Congress Wealth Management
Massachusetts
$278K -$2.04K -7 -0.8%
CFFP
770
Center for Financial Planning
Michigan
$278K – – –
MAM
771
McLean Asset Management
Virginia
$276K +$10.5K +36 +4%
Wealthspire Advisors (New York)
772
Wealthspire Advisors (New York)
New York
$275K -$1.06M -3,636 -81%
HW
773
Hamilton Wealth
California
$275K +$4.36K +15 +2%
MC
774
Moors & Cabot
Massachusetts
$272K -$6.98K -24 -3%
LFA
775
Legacy Financial Advisors
Kentucky
$272K +$23.6K +81 +11%