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Name Holding Trade Value Shares
Change
Change in
Stake
Fiera Capital (Canada)
451
Fiera Capital (Canada)
Quebec, Canada
$860K +$257K +1,465 +44%
HCA
452
Harbour Capital Advisors
Virginia
$860K -$8.95K -51 -1%
VT
453
Vise Technologies
New York
$858K -$76.5K -436 -8%
RIA
454
Realta Investment Advisors
Delaware
$855K +$1.58K +9 +0.2%
TA
455
Tiedemann Advisors
New York
$853K
CFA
456
CWS Financial Advisors
Michigan
$852K +$105K +600 +13%
LFAS
457
Level Four Advisory Services
Texas
$840K -$115K -656 -12%
NA
458
Nordwand Advisors
Pennsylvania
$829K +$816K +4,651 New
Allspring Global Investments
459
Allspring Global Investments
North Carolina
$825K +$88.4K +504 +12%
AM
460
AGF Management
Ontario, Canada
$821K +$808K +4,606 New
WI
461
WrapManager Inc
California
$813K -$10.3K -59 -1%
JCM
462
Jacobi Capital Management
Pennsylvania
$813K +$34.7K +198 +5%
PAG
463
Private Advisor Group
New Jersey
$811K -$152K -867 -5%
Luther King Capital Management (LKCM)
464
Luther King Capital Management (LKCM)
Texas
$810K +$103K +586 +15%
Bessemer Group
465
Bessemer Group
New Jersey
$807K -$191K -1,089 -19%
AWS
466
Atria Wealth Solutions
New York
$806K -$38.1K -217 -5%
QCG
467
Quadrant Capital Group
Ohio
$803K -$94.6K -539 -11%
CT
468
Caldwell Trust
Florida
$800K
BL
469
Balentine LLC
Georgia
$799K -$288K -1,639 -27%
AO
470
Advisor OS
Illinois
$799K +$47.9K +273 +6%
Janus Henderson Group
471
Janus Henderson Group
$791K +$779K +4,442 New
CCG
472
Cypress Capital Group
Florida
$788K +$17.5K +100 +2%
MPPW
473
Mitchell & Pahl Private Wealth
Oklahoma
$788K +$4.91K +28 +0.6%
WG
474
Welch Group
Alabama
$784K -$62.6K -357 -8%
RIM
475
Regent Investment Management
Kentucky
$784K -$2.81K -16 -0.4%