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Name Holding Trade Value Shares
Change
Change in
Stake
SP
851
Saranac Partners
$442K -$125K -496 -24%
MC
852
Montag & Caldwell
Georgia
$442K – – –
UW
853
Unique Wealth
Florida
$441K +$50.5K +201 +15%
SGI
854
Summit Global Investments
Utah
$441K +$66.6K +265 +20%
SG
855
StoneX Group
New York
$440K +$398K +1,584 New
PWMAG
856
Pinnacle Wealth Management Advisory Group
New Jersey
$435K +$10.3K +41 +3%
CCA
857
Childress Capital Advisors
Texas
$435K -$2.01K -8 -0.5%
CWM
858
Compass Wealth Management
Connecticut
$435K +$754 +3 +0.2%
KP
859
Keel Point
Alabama
$431K +$93.2K +371 +31%
ALAM
860
Asahi Life Asset Management
Japan
$431K +$389K +1,550 New
DWT
861
Dorsey & Whitney Trust
South Dakota
$428K -$2.26K -9 -0.6%
Dynamic Advisor Solutions
862
Dynamic Advisor Solutions
Arizona
$427K +$23.4K +93 +6%
CCA
863
Cottonwood Capital Advisors
Utah
$424K -$56.5K -225 -13%
USWIA
864
UP Strategic Wealth Investment Advisors
Pennsylvania
$422K +$50.7K +202 +15%
CNB
865
Camden National Bank
Maine
$420K +$17.1K +68 +5%
SGAM
866
Smith Group Asset Management
Texas
$420K +$7.54K +30 +2%
OWA
867
One Wealth Advisors
California
$418K +$31.4K +125 +9%
SCA
868
Snowden Capital Advisors
New York
$417K +$16.3K +65 +5%
FRA
869
Frank Rimerman Advisors
California
$410K +$62.8K +250 +20%
Forvis Mazars Wealth Advisors
870
Forvis Mazars Wealth Advisors
Missouri
$409K -$343K -1,367 -48%
FDP
871
Financiere des Professionnels
Quebec, Canada
$407K +$367K +1,462 New
UMB Bank
872
UMB Bank
Missouri
$405K +$52.5K +209 +17%
GL
873
Graypoint LLC
New York
$401K +$44K +175 +14%
AWM
874
Aberdeen Wealth Management
Illinois
$398K – – –
JCM
875
Jacobi Capital Management
Pennsylvania
$398K -$50.5K -201 -12%