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Name Holding Trade Value Shares
Change
Change in
Stake
JCM
876
Jacobi Capital Management
Pennsylvania
$435K +$5.76K +20 +1%
FDP
877
Financiere des Professionnels
Quebec, Canada
$432K -$6.05K -21 -1%
AWM
878
Aberdeen Wealth Management
Illinois
$429K – – –
KFI
879
Key Financial Inc
Pennsylvania
$428K +$412K +1,429 New
USWIA
880
UP Strategic Wealth Investment Advisors
Pennsylvania
$428K -$25.6K -89 -6%
FAN
881
Financial Advisors Network
California
$426K +$92.8K +322 +29%
WANY
882
Wealthspire Advisors (New York)
New York
$425K +$409K +1,418 New
ERSOT
883
Employees Retirement System of Texas
Texas
$425K +$409K +1,418 New
PCM
884
Polymer Capital Management
New York
$422K +$405K +1,407 New
RIG
885
RiverFront Investment Group
Virginia
$421K – – –
EWM
886
Empirical Wealth Management
Washington
$416K -$111K -384 -22%
SYBT
887
Stock Yards Bank & Trust
Kentucky
$416K +$18.4K +64 +5%
SIMG
888
Sonora Investment Management Group
Arizona
$413K – – –
GS
889
GTS Securities
Florida
$413K -$180K -626 -31%
PPWP
890
Premier Path Wealth Partners
New Jersey
$413K +$21K +73 +6%
Bank Julius Baer & Co
891
Bank Julius Baer & Co
Switzerland
$413K +$397K +1,378 New
CAG
892
Crestwood Advisors Group
Massachusetts
$413K +$63.1K +219 +19%
ALAM
893
Asahi Life Asset Management
Japan
$411K -$51.9K -180 -12%
EFM
894
E Fund Management
China
$408K -$68.6K -238 -15%
FFM
895
Forum Financial Management
Illinois
$408K +$1.15K +4 +0.3%
MAG
896
M3 Advisory Group
Massachusetts
$407K -$5.47K -19 -1%
OPWM
897
Oregon Pacific Wealth Management
Oregon
$405K +$43.2K +150 +12%
MA
898
MJP Associates
Connecticut
$402K +$7.49K +26 +2%
FRA
899
Frank Rimerman Advisors
California
$402K -$38.9K -135 -9%
TWA
900
TCI Wealth Advisors
Arizona
$399K +$2.59K +9 +0.7%