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Name Holding Trade Value Shares
Change
Change in
Stake
SBH
476
Segall Bryant & Hamill
Illinois
$541K -$43.5K -292 -8%
ACA
477
Atlas Capital Advisors
Wyoming
$540K
FGAM
478
Financial Gravity Asset Management
Texas
$536K +$512K +3,434 New
HFS
479
Haverford Financial Services
Pennsylvania
$535K
MPPW
480
Mitchell & Pahl Private Wealth
Oklahoma
$531K +$499K +3,346 New
Fiera Capital (Canada)
481
Fiera Capital (Canada)
Quebec, Canada
$530K +$26.8K +180 +6%
MPAM
482
Murphy Pohlad Asset Management
Minnesota
$529K
DWM
483
Dorchester Wealth Management
Quebec, Canada
$515K
AIM
484
Allen Investment Management
New York
$514K -$61.7K -414 -11%
MP
485
McDonald Partners
Ohio
$513K +$482K +3,232 New
CIA
486
Cohen Investment Advisors
New Hampshire
$512K +$481K +3,225 New
PC
487
Port Capital
Illinois
$508K
BWM
488
BCGM Wealth Management
Indiana
$507K +$453K +3,036 New
AO
489
Advisor OS
Illinois
$507K +$475K +3,188 New
RG
490
Rathbones Group
United Kingdom
$505K
ECM
491
ExodusPoint Capital Management
New York
$498K +$468K +3,137 New
BFA
492
Beaumont Financial Advisors
Massachusetts
$494K +$27.3K +183 +6%
CCP
493
Corient Capital Partners
California
$493K -$30.9K -207 -6%
CCA
494
Checchi Capital Advisers
California
$492K +$17K +114 +4%
BSW
495
Buckingham Strategic Wealth
Missouri
$485K +$5.22K +35 +1%
EFS
496
Essex Financial Services
Connecticut
$479K +$20.4K +137 +5%
IWP
497
Icon Wealth Partners
Texas
$478K +$129K +866 +40%
Principal Financial Group
498
Principal Financial Group
Iowa
$476K
WFMPM
499
Woodley Farra Manion Portfolio Management
Indiana
$476K
AF
500
Advisornet Financial
Minnesota
$475K +$149 +1 +0%