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Name Holding Trade Value Shares
Change
Change in
Stake
William Blair & Company
201
William Blair & Company
Illinois
$4.09M -$1.12M -31,199 -22%
SFM
202
Signet Financial Management
New Jersey
$4.08M +$95.2K +2,655 +3%
MPM
203
Meritage Portfolio Management
Kansas
$4.05M -$318K -8,866 -8%
MAP
204
Managed Asset Portfolios
Michigan
$4.03M +$3.84M +106,987 New
TI
205
tru Independence
Oregon
$3.94M -$9.72K -271 -0.3%
Charles Schwab
206
Charles Schwab
California
$3.91M +$1.28M +35,641 +52%
OAM
207
Oppenheimer Asset Management
New York
$3.91M -$306K -8,547 -8%
AAS
208
Avantax Advisory Services
Texas
$3.69M +$57.2K +1,596 +2%
CAM
209
Columbia Asset Management
Michigan
$3.62M
PFS
210
Prospera Financial Services
Texas
$3.61M -$306K -8,521 -8%
CAM
211
Cresset Asset Management
Illinois
$3.59M +$814K +22,708 +31%
WJA
212
Willis Johnson & Associates
Texas
$3.58M +$1.01M +28,255 +42%
MC
213
Moors & Cabot
Massachusetts
$3.58M -$40.2K -1,122 -1%
HNB
214
Huntington National Bank
Ohio
$3.56M -$167K -4,669 -5%
WIS
215
Wright Investors Service
Connecticut
$3.53M +$35.6K +992 +1%
VDI
216
Vaughan David Investments
Illinois
$3.5M -$187K -5,226 -5%
RPSA
217
Richard P. Slaughter Associates
Texas
$3.48M +$541K +15,076 +19%
NW
218
NewEdge Wealth
Pennsylvania
$3.48M +$407K +11,338 +14%
CTI
219
Community Trust & Investment
Kentucky
$3.41M +$367K +10,227 +13%
QOP
220
Quinn Opportunity Partners
Virginia
$3.4M +$2.52M +70,200 +351%
FPGT
221
Financial Partners Group (Tennessee)
Tennessee
$3.32M +$39.6K +1,105 +1%
HAM
222
Hedges Asset Management
Nevada
$3.26M +$21.5K +600 +0.7%
KPWS
223
Kestra Private Wealth Services
Texas
$3.24M +$65.1K +1,815 +2%
SFM
224
Soros Fund Management
New York
$3.2M -$3.05M -85,000 -50%
AWS
225
Atria Wealth Solutions
New York
$3.17M +$438K +12,228 +17%