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Name Holding Trade Value Shares
Change
Change in
Stake
EFS
326
Essex Financial Services
Connecticut
$306K -$2.56K -100 -0.9%
SI
327
Stephens Inc
Arkansas
$303K +$34.1K +1,334 +13%
GCP
328
GSA Capital Partners
United Kingdom
$302K +$291K +11,388 New
HJIM
329
Henry James International Management
New York
$284K -$6.96K -272 -2%
BCV
330
Banque Cantonale Vaudoise
Switzerland
$283K -$15.1K -592 -5%
CWM
331
Circle Wealth Management
New Jersey
$278K – – –
TIM
332
Thompson Investment Management
Wisconsin
$275K – – –
Vanguard Personalized Indexing Management
333
Vanguard Personalized Indexing Management
California
$272K +$17.2K +674 +7%
PFO
334
Pathstone Family Office
New Jersey
$268K +$6.14K +240 +2%
US Bancorp
335
US Bancorp
Minnesota
$267K +$14.4K +563 +6%
PFM
336
Privium Fund Management
Netherlands
$266K -$158K -6,155 -38%
AWS
337
Atria Wealth Solutions
New York
$265K -$86.4K -3,378 -25%
LCC
338
Lincoln Capital Corp
Rhode Island
$265K – – –
GCC
339
Game Creek Capital
Massachusetts
$258K +$249K +9,750 New
HCA
340
Harbour Capital Advisors
Virginia
$257K -$3.84K -150 -1%
CC
341
Courier Capital
New York
$256K – – –
Creative Planning
342
Creative Planning
Kansas
$250K +$241K +9,413 New
Baird Financial Group
343
Baird Financial Group
Wisconsin
$246K +$237K +9,267 New
API
344
Advisor Partners II
California
$246K +$238K +9,297 New
AG
345
Algert Global
California
$245K +$235K +9,172 New
Brown Advisory
346
Brown Advisory
Maryland
$243K +$234K +9,162 New
VWA
347
V Wealth Advisors
Kansas
$242K +$234K +9,134 New
SW
348
SteelPeak Wealth
California
$241K -$23K -900 -9%
EGM
349
Engineers Gate Manager
New York
$237K -$399K -15,596 -64%
FT
350
Fiduciary Trust
Massachusetts
$237K +$228K +8,923 New