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Name Holding Trade Value Shares
Change
Change in
Stake
WC
626
Waterloo Capital
Texas
$489K +$456K +2,505 New
PFS
627
Prospera Financial Services
Texas
$489K -$29.1K -160 -6%
William Blair Investment Management
628
William Blair Investment Management
Illinois
$484K -$27.7K -152 -6%
TTWM
629
TCV Trust & Wealth Management
Virginia
$478K
VI
630
Vestcor Inc
New Brunswick, Canada
$478K
MWPCG
631
Measured Wealth Private Client Group
New Hampshire
$477K
FRA
632
Frank Rimerman Advisors
California
$476K +$9.47K +52 +2%
MFG
633
Mosaic Financial Group
Illinois
$472K
TE
634
Tema ETFs
New York
$469K -$729 -4 -0.2%
QI
635
Qtron Investments
Massachusetts
$468K -$6.01K -33 -1%
PWM
636
Perigon Wealth Management
California
$467K -$49.7K -273 -10%
PJWM
637
Philip James Wealth Mangement
Georgia
$464K +$39.2K +215 +10%
TCA
638
Trifecta Capital Advisors
Illinois
$463K
CIC
639
Chilton Investment Company
Connecticut
$463K +$135K +743 +46%
TBA
640
Tower Bridge Advisors
Pennsylvania
$462K
BWP
641
Barlow Wealth Partners
Kentucky
$458K
AFG
642
Atomi Financial Group
New York
$457K -$6.01K -33 -1%
KA
643
Kovack Advisors
Florida
$455K +$51.9K +285 +14%
BFS
644
Bradley Foster & Sargent
Connecticut
$454K -$4.19K -23 -1%
CSB
645
City State Bank
Iowa
$453K
NAM
646
NorthCrest Asset Manangement
Minnesota
$449K +$146K +800 +56%
MC
647
Matisse Capital
Oregon
$447K -$4.55K -25 -1%
MSFS
648
Main Street Financial Solutions
Pennsylvania
$447K -$4.37K -24 -1%
MOS
649
MGO One Seven
Ohio
$446K -$20.2K -111 -5%
FFM
650
Forum Financial Management
Illinois
$443K -$51K -280 -11%