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Name Holding Trade Value Shares
Change
Change in
Stake
CWM
1301
Congress Wealth Management
Massachusetts
$625K +$1.76K +47 +0.2%
BC
1302
Brio Consultants
California
$624K +$14.1K +378 +2%
ACA
1303
Atlas Capital Advisors
Wyoming
$618K +$10.9K +291 +1%
MGIA
1304
Moneta Group Investment Advisors
Missouri
$617K -$15.8K -422 -2%
HCM
1305
Hillman Capital Management
Maryland
$617K +$346K +9,244 +78%
IPW
1306
Inlet Private Wealth
Florida
$615K -$74.8K -2,000 -9%
MFA
1307
Mayflower Financial Advisors
Massachusetts
$615K +$6.28K +168 +0.8%
BA
1308
Bridgewater Advisors
New York
$614K +$248K +6,642 +46%
WE
1309
Wealth Effects
Massachusetts
$613K -$121K -3,227 -13%
ACM
1310
AlphaStar Capital Management
North Carolina
$612K -$259K -6,936 -25%
AIA
1311
Alera Investment Advisors
Illinois
$612K -$45.8K -1,225 -6%
BC
1312
Bowman & Company
Wisconsin
$612K +$32.7K +875 +4%
SRC
1313
Sage Rhino Capital
California
$610K -$46.8K -1,252 -6%
TA
1314
Tectonic Advisors
Texas
$610K +$84.4K +2,257 +12%
BEI
1315
Benjamin Edwards Inc
Missouri
$609K +$68.3K +1,827 +10%
BCP
1316
Berkeley Capital Partners
Georgia
$608K +$220K +5,882 +40%
FNT
1317
First Nebraska Trust
Nebraska
$606K -$4.04K -108 -0.5%
FMLI
1318
Fukoku Mutual Life Insurance
Japan
$605K -$26.2K -700 -3%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
1319
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$603K +$233K +6,232 +43%
SIA
1320
SkyView Investment Advisors
New Jersey
$601K +$4.26K +114 +0.6%
VWA
1321
V Wealth Advisors
Kansas
$599K -$511K -13,661 -40%
B
1322
Brightworth
Georgia
$597K +$180K +4,822 +31%
LK
1323
Lumbard & Kellner
New Hampshire
$595K
CL
1324
Choreo LLC
Illinois
$592K -$124K -3,311 -14%
CNBT
1325
Cornerstone National Bank & Trust
Illinois
$589K +$14.1K +376 +2%