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Name Holding Trade Value Shares
Change
Change in
Stake
MBI
776
May Barnhard Investments
Maryland
$393K
GF
777
Gries Financial
Ohio
$391K +$14.2K +302 +4%
CI
778
Cigna Investments
Connecticut
$391K
GWMR
779
GC Wealth Management RIA
Massachusetts
$386K +$194K +4,123 +92%
EWA
780
EverSource Wealth Advisors
Alabama
$386K +$99.1K +2,102 +32%
HR
781
Hardy Reed
Mississippi
$386K -$2.21K -47 -0.5%
LPT
782
Legacy Private Trust
Wisconsin
$385K
FC
783
Financial Consulate
Maryland
$384K +$403K +8,543 New
AV
784
ASR Vermogensbeheer
Netherlands
$384K -$668K -14,170 -62%
CA
785
Clearstead Advisors
Ohio
$384K -$1.22M -25,905 -75%
JSW
786
Journey Strategic Wealth
New Jersey
$383K +$64.6K +1,370 +19%
WIC
787
Woodmont Investment Counsel
Tennessee
$383K -$86.5K -1,836 -18%
BFA
788
Beaumont Financial Advisors
Massachusetts
$382K +$6.55K +139 +2%
PCP
789
Panoramic Capital Partners
Oregon
$380K +$1.04K +22 +0.3%
PCA
790
Prosperity Capital Advisors
Ohio
$380K +$5.84K +124 +1%
CA
791
Commerzbank Aktiengesellschaft
Germany
$379K
FHA
792
Flagship Harbor Advisors
Massachusetts
$379K +$27.7K +588 +8%
PWM
793
Perigon Wealth Management
California
$375K +$181K +3,834 +85%
SW
794
SVB Wealth
Massachusetts
$373K -$145K -3,079 -27%
WAG
795
Wallace Advisory Group
California
$373K -$134K -2,835 -27%
NG
796
Norden Group
Utah
$371K -$261K -5,544 -40%
RG
797
Rathbones Group
United Kingdom
$371K +$30.7K +651 +9%
Renaissance Technologies
798
Renaissance Technologies
New York
$369K +$386K +8,200 New
MPWT
799
MassMutual Private Wealth & Trust
Connecticut
$368K +$12.4K +264 +3%
TCBWMS
800
Texas Capital Bank Wealth Management Services
Texas
$366K +$59.4K +1,261 +18%