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Name Holding Trade Value Shares
Change
Change in
Stake
MYIA
426
Mount Yale Investment Advisors
Colorado
$637K -$91.6K -1,198 -14%
PA
427
Parallel Advisors
California
$624K +$51.9K +679 +10%
FFM
428
Forum Financial Management
Illinois
$613K
CG
429
Caprock Group
Idaho
$610K +$28K +366 +5%
VT
430
Vise Technologies
New York
$603K -$341K -4,458 -39%
DTL
431
Dynamic Technology Lab
Singapore
$584K +$518K +6,770 New
MP
432
McDonald Partners
Ohio
$580K -$76.4K -1,000 -13%
Wealth Enhancement Advisory Services
433
Wealth Enhancement Advisory Services
Minnesota
$574K +$119K +1,558 +31%
Pacer Advisors
434
Pacer Advisors
Pennsylvania
$567K -$18.7K -244 -4%
WA
435
Wealth Alliance
New York
$563K +$82.1K +1,074 +20%
BEAM
436
Baker Ellis Asset Management
Washington
$552K
GI
437
Gradient Investments
Minnesota
$544K -$128K -1,671 -21%
FT
438
Fiduciary Trust
Massachusetts
$541K +$50.9K +666 +12%
Allspring Global Investments
439
Allspring Global Investments
North Carolina
$538K -$449K -5,873 -48%
GAB
440
German American Bancorp
Indiana
$532K
GM
441
GeoWealth Management
Illinois
$529K -$747K -9,766 -61%
GF
442
Gabelli Funds
New York
$518K
CFO
443
CVA Family Office
Colorado
$514K +$459 +6 +0.1%
BRWA
444
B. Riley Wealth Advisors
Florida
$512K +$162K +2,115 +29%
TAM
445
Titleist Asset Management
Texas
$509K -$256K -3,351 -36%
CCM
446
Corsair Capital Management
New York
$503K -$548K -7,174 -55%
GCM
447
Gallacher Capital Management
Colorado
$501K -$58.8K -769 -12%
CSPIA
448
Cary Street Partners Investment Advisory
Virginia
$490K +$8.1K +106 +2%
PAG
449
Private Advisor Group
New Jersey
$488K +$35.4K +463 +9%
DADC
450
D.A. Davidson & Co
Montana
$487K +$432K +5,646 New