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Name Holding Trade Value Shares
Change
Change in
Stake
MGP
376
Metis Global Partners
California
$537K -$260K -4,246 -32%
PP
377
Prudential plc
United Kingdom
$537K +$88.7K +1,449 +20%
WWP
378
WR Wealth Planners
Missouri
$534K -$64.8K -1,059 -11%
MC
379
Montag & Caldwell
Georgia
$529K +$261K +4,263 +95%
BPWM
380
Badgley Phelps Wealth Managers
Washington
$523K -$7.24M -118,316 -93%
MCC
381
Money Concepts Capital
Florida
$521K +$528K +8,619 New
CCM
382
Coldstream Capital Management
Washington
$513K +$54K +882 +12%
KeyBank National Association
383
KeyBank National Association
Ohio
$499K +$106K +1,728 +26%
TMAM
384
Tokio Marine Asset Management
Japan
$496K +$5.45K +89 +1%
XT
385
XTX Topco
Cayman Islands
$494K -$1.03M -16,852 -67%
LCM
386
Logan Capital Management
Pennsylvania
$487K -$64.1K -1,047 -12%
HAG
387
HighPoint Advisor Group
Illinois
$483K -$26.1K -426 -5%
CL
388
Choreo LLC
Illinois
$482K -$254K -4,151 -34%
AC
389
Allstate Corporation
Illinois
$473K +$478K +7,816 New
FNT
390
First National Trust
Pennsylvania
$471K -$1.34M -21,818 -74%
GS
391
GTS Securities
Florida
$470K -$417K -6,807 -47%
OF
392
Optimize Financial
California
$468K +$473K +7,730 New
FAM
393
Formidable Asset Management
Ohio
$460K +$466K +7,605 New
Wealth Enhancement Advisory Services
394
Wealth Enhancement Advisory Services
Minnesota
$452K -$202K -3,294 -31%
IMCOOI
395
Investment Management Corp of Ontario (IMCO)
Canada
$446K -$104K -1,700 -19%
FPF
396
First Pacific Financial
Washington
$439K +$122 +2 +0%
KAS
397
Kestra Advisory Services
Texas
$420K -$15.9K -260 -4%
WTC
398
WhitTier Trust Company
Nevada
$409K -$488K -7,976 -54%
CIS
399
Custom Index Systems
New York
$405K -$6.67K -109 -2%
SWP
400
Stratos Wealth Partners
Ohio
$392K +$133K +2,174 +50%