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Name Holding Trade Value Shares
Change
Change in
Stake
EWA
426
EP Wealth Advisors
California
$796K +$202K +2,102 +34%
MGP
427
Metis Global Partners
California
$794K +$16K +167 +2%
BG
428
Bahl & Gaynor
Ohio
$791K -$62.4K -650 -7%
ETC
429
Exchange Traded Concepts
Oklahoma
$790K +$129K +1,345 +19%
IA
430
IFP Advisors
Florida
$789K +$572K +5,956 +258%
WCM
431
Wallace Capital Management
Texas
$784K -$138K -1,435 -15%
XF
432
XML Financial
Maryland
$779K +$275K +2,865 +54%
I
433
InceptionR
California
$779K +$783K +8,158 New
AHL
434
Abel Hall LLC
Louisiana
$777K +$781K +8,136 New
VFO
435
Virtus Family Office
Texas
$770K
CWS
436
Confluence Wealth Services
Pennsylvania
$768K +$772K +8,047 New
CWM
437
Carolina Wealth Management
North Carolina
$764K +$768K +8,000 New
CCG
438
Ceeto Capital Group
Florida
$759K
SIM
439
Studio Investment Management
Illinois
$755K +$35.1K +366 +5%
WPP
440
Whalerock Point Partners
Rhode Island
$754K +$418K +4,350 +122%
DO
441
denkapparat Operations
Germany
$751K +$358K +3,734 +90%
FG
442
Fiduciary Group
Georgia
$751K -$100K -1,046 -12%
Bessemer Group
443
Bessemer Group
New Jersey
$746K -$47.6K -496 -6%
IMCOOI
444
Investment Management Corp of Ontario (IMCO)
Canada
$739K -$96K -1,000 -11%
Schroder Investment Management Group
445
Schroder Investment Management Group
United Kingdom
$734K +$19.2K +200 +3%
KRS
446
Kentucky Retirement Systems
Kentucky
$734K -$285K -2,964 -28%
JWBC
447
J.W. Burns & Co
New York
$733K -$92.2K -960 -11%
ANBOT
448
American National Bank of Texas
Texas
$733K
PWM
449
Perigon Wealth Management
California
$730K +$218K +2,272 +42%
AWMI
450
Aegis Wealth Management (Iowa)
Iowa
$724K -$27.2K -283 -4%