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Name Holding Trade Value Shares
Change
Change in
Stake
SC
576
Syon Capital
California
$767K -$81.2K -691 -9%
OIS
577
OneAscent Investment Solutions
Alabama
$749K +$2.11K +18 +0.3%
GLA
578
Great Lakes Advisors
Illinois
$748K +$597K +5,083 +250%
MFWM
579
Motley Fool Wealth Management
Virginia
$743K -$310K -2,636 -27%
AWA
580
Arkadios Wealth Advisors
Georgia
$737K -$28.7K -244 -3%
KJHP
581
K.J. Harrison & Partners
Ontario, Canada
$731K
TCA
582
Transcend Capital Advisors
New Jersey
$730K +$210K +1,784 +35%
BBHC
583
Brown Brothers Harriman & Co
New York
$730K +$572K +4,872 +235%
CGH
584
Crossmark Global Holdings
Texas
$723K
NP
585
NorthRock Partners
Minnesota
$723K +$408K +3,475 +102%
GIA
586
Guyasuta Investment Advisors
Pennsylvania
$721K
FT
587
Fiduciary Trust
Massachusetts
$719K +$24.3K +207 +3%
Baird Financial Group
588
Baird Financial Group
Wisconsin
$716K -$15.3K -130 -2%
WWM
589
Whalen Wealth Management
Nevada
$705K +$424K +3,614 +117%
CGIM
590
Capital Group Investment Management
Singapore
$698K
FTWA
591
Fifth Third Wealth Advisors
Ohio
$698K +$79.3K +675 +11%
Capstone Investment Advisors
592
Capstone Investment Advisors
New York
$698K +$779K +6,636 New
AC
593
AXQ Capital
New Jersey
$694K +$776K +6,606 New
MWM
594
MOKAN Wealth Management
Kansas
$693K +$195K +1,659 +34%
CPIG
595
Chicago Partners Investment Group
Illinois
$690K +$435K +3,704 +166%
CFO
596
CVA Family Office
Colorado
$682K +$37.5K +319 +5%
VAG
597
VisionPoint Advisory Group
Texas
$680K -$41.3K -352 -5%
WWM
598
Western Wealth Management
Colorado
$678K +$758K +6,454 New
CCM
599
Coldstream Capital Management
Washington
$677K -$132K -1,126 -15%
BEAM
600
Baker Ellis Asset Management
Washington
$662K -$70.5K -600 -9%