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Name Holding Trade Value Shares
Change
Change in
Stake
IGAM
826
iA Global Asset Management
Quebec, Canada
$319K -$2.72M -11,741 -89%
BIM
827
Bridges Investment Management
Nebraska
$318K +$327K +1,412 New
BIG
828
Brooklyn Investment Group
New York
$315K
TWA
829
TCI Wealth Advisors
Arizona
$306K +$463 +2 +0.1%
GWM
830
Gitterman Wealth Management
New Jersey
$305K +$314K +1,355 New
AF
831
Allworth Financial
California
$305K +$23.4K +101 +8%
BFS
832
Bradley Foster & Sargent
Connecticut
$304K
FFM
833
Forum Financial Management
Illinois
$303K +$232 +1 +0.1%
BWP
834
Barlow Wealth Partners
Kentucky
$303K +$15.7K +68 +5%
FHA
835
Flagship Harbor Advisors
Massachusetts
$302K +$28.7K +124 +10%
BFS
836
Burr Financial Services
California
$296K
EWA
837
ERTS Wealth Advisors
Michigan
$295K +$232 +1 +0.1%
DWT
838
Dorsey & Whitney Trust
South Dakota
$294K +$28K +121 +10%
FRA
839
Frank Rimerman Advisors
California
$292K +$297K +1,282 +10,683%
PPWP
840
Premier Path Wealth Partners
New Jersey
$290K -$1.85K -8 -0.6%
MWM
841
Modera Wealth Management
New Jersey
$290K +$13K +56 +5%
CFO
842
Callan Family Office
Pennsylvania
$290K +$298K +1,285 New
PL
843
Plancorp LLC
Missouri
$287K -$2.32K -10 -0.8%
MAM
844
McLean Asset Management
Virginia
$287K +$3.01K +13 +1%
UW
845
Unique Wealth
Florida
$287K -$232 -1 -0.1%
1WM
846
1858 Wealth Management
Ohio
$285K +$28.3K +122 +11%
UB
847
UMB Bank
Missouri
$283K -$926 -4 -0.3%
SYBT
848
Stock Yards Bank & Trust
Kentucky
$283K
CA
849
Claro Advisors
Massachusetts
$282K +$24.6K +106 +9%
CB
850
Cadence Bank
Mississippi
$282K