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Name Holding Trade Value Shares
Change
Change in
Stake
MMPW
726
Mitchell McLeod Pugh & Williams
Alabama
$480K +$2.3K +17 +0.5%
S
727
SignatureFD
Georgia
$480K +$59.5K +440 +14%
PC
728
Port Capital
Illinois
$477K -$61.4K -454 -11%
GIA
729
Guyasuta Investment Advisors
Pennsylvania
$473K
PFS
730
Prospera Financial Services
Texas
$470K -$140K -1,034 -23%
1WA
731
180 Wealth Advisors
Washington
$470K -$90K -665 -16%
HCM
732
HGI Capital Management
New York
$468K -$541K -4,000 -53%
BAS
733
Brown Advisory Securities
Maryland
$466K -$28.1K -208 -6%
IIM
734
Intact Investment Management
Quebec, Canada
$454K -$40.6K -300 -8%
Qube Research & Technologies (QRT)
735
Qube Research & Technologies (QRT)
United Kingdom
$448K +$454K +3,355 New
FNBT
736
FineMark National Bank & Trust
Florida
$446K -$59.9K -443 -12%
STMM
737
South Texas Money Management
Texas
$446K -$27.6K -204 -6%
LOAMS
738
Lombard Odier Asset Management (Switzerland)
Switzerland
$444K +$450K +3,325 New
LWS
739
Lucia Wealth Services
California
$439K -$91.2K -674 -17%
AAM
740
Aureus Asset Management
Massachusetts
$435K -$192K -1,420 -30%
CRC
741
Curi RMB Capital
Illinois
$431K +$7.84K +58 +2%
FLI
742
Family Legacy Inc
South Carolina
$431K +$8.52K +63 +2%
SSG
743
Summit Securities Group
New York
$428K +$433K +3,200 New
MRCM
744
M&R Capital Management
New Jersey
$427K -$20.3K -150 -4%
BSW
745
Buckingham Strategic Wealth
Missouri
$424K -$77.8K -575 -15%
IA
746
IFP Advisors
Florida
$422K +$21K +155 +5%
DAS
747
Dynamic Advisor Solutions
Arizona
$420K +$26.6K +197 +7%
CWM
748
Calamos Wealth Management
Illinois
$419K -$24.5K -181 -5%
WAM
749
Wealthspire Advisors (Maryland)
Maryland
$418K -$212K -1,564 -33%
ACP
750
Ashfield Capital Partners
California
$418K