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Name Holding Trade Value Shares
Change
Change in
Stake
WI
476
WrapManager Inc
California
$1.06M -$123K -155 -10%
Mackenzie Financial
477
Mackenzie Financial
Ontario, Canada
$1.04M +$92.9K +117 +10%
HBWM
478
Hollow Brook Wealth Management
New York
$1.03M +$794 +1 +0.1%
FTA
479
Financial & Tax Architects
Missouri
$1.02M +$261K +329 +35%
KCM
480
Knoll Capital Management
Florida
$1.01M
IIC
481
Integrated Investment Consultants
Michigan
$1.01M -$69.1K -87 -6%
SSWM
482
Sheets Smith Wealth Management
North Carolina
$1M
BSAM
483
Blue Square Asset Management
New York
$1M +$999K +1,257 New
CCM
484
Coldstream Capital Management
Washington
$996K -$516K -649 -34%
FAFN
485
First Affirmative Financial Network
Colorado
$988K +$27K +34 +3%
GQG Partners
486
GQG Partners
Florida
$982K -$20.9M -26,309 -96%
TWM
487
Titus Wealth Management
California
$980K +$27.8K +35 +3%
IA
488
IAM Advisory
Pennsylvania
$975K +$5.56K +7 +0.5%
CIC
489
Chilton Investment Company
Connecticut
$974K +$485K +610 +99%
SI
490
Shaker Investments
Ohio
$973K +$3.18K +4 +0.3%
SFO
491
Stokes Family Office
Louisiana
$960K +$2.38K +3 +0.2%
Lido Advisors
492
Lido Advisors
California
$952K -$149K -188 -14%
MIM
493
Martin Investment Management
Florida
$951K +$122K +153 +15%
AF
494
Allworth Financial
California
$950K +$27K +34 +3%
KPWS
495
Kestra Private Wealth Services
Texas
$949K +$160K +201 +20%
HC
496
Henshaw Capital
Massachusetts
$946K +$36.5K +46 +4%
CW
497
CreativeOne Wealth
Kansas
$942K +$203K +255 +27%
ACM
498
Allred Capital Management
Texas
$938K +$14.3K +18 +2%
SRC
499
Sage Rhino Capital
California
$934K +$83.4K +105 +10%
CBFP
500
Cedar Brook Financial Partners
Ohio
$928K +$46.9K +59 +5%