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Name Holding Trade Value Shares
Change
Change in
Stake
William Blair & Company
401
William Blair & Company
Illinois
$914K -$550K -5,733 -37%
MWM
402
Manske Wealth Management
Texas
$914K +$647K +6,738 +238%
BAM
403
Belpointe Asset Management
Nevada
$913K +$133K +1,384 +17%
VAS
404
Vestmark Advisory Solutions
Massachusetts
$904K +$909K +9,469 New
MSU
405
Mizuho Securities USA
New York
$904K +$207K +2,157 +30%
UWS
406
Unique Wealth Strategies
Illinois
$903K +$908K +9,461 New
WWM
407
Walser Wealth Management
Florida
$898K +$605K +6,305 +203%
CSIC
408
Clifford Swan Investment Counsel
California
$892K -$101K -1,055 -10%
PCM
409
Poehling Capital Management
Wisconsin
$890K +$485K +5,049 +118%
GIBU
410
Gulf International Bank (UK)
United Kingdom
$886K -$24.3K -253 -3%
AAIS
411
ABN AMRO Investment Solutions
$880K +$407K +4,243 +85%
HIC
412
Harvey Investment Company
Kentucky
$873K
Pacer Advisors
413
Pacer Advisors
Pennsylvania
$867K -$106K -1,105 -11%
MCC
414
Money Concepts Capital
Florida
$860K +$59.3K +618 +7%
MSR
415
Main Street Research
Connecticut
$853K -$57.9K -603 -6%
VSQM
416
V-Square Quantitative Management
Illinois
$850K +$143K +1,490 +20%
CGH
417
Crossmark Global Holdings
Texas
$834K +$421K +4,387 +101%
LRPA
418
L. Roy Papp & Associates
Arizona
$832K -$477K -4,971 -36%
NGA
419
Naples Global Advisors
Florida
$821K +$220K +2,295 +36%
IA
420
Integrity Alliance
Iowa
$814K +$14.6K +152 +2%
FFA
421
Farther Finance Advisors
California
$813K +$160K +1,670 +24%
SFG
422
SNS Financial Group
Minnesota
$809K +$813K +8,472 New
SCB
423
Saudi Central Bank
Saudi Arabia
$808K +$380K +3,962 +88%
CVA
424
Central Valley Advisors
California
$800K +$192 +2 +0%
TFA
425
Toth Financial Advisory
Virginia
$797K -$352K -3,671 -31%