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Name Holding Trade Value Shares
Change
Change in
Stake
RFA
576
Reilly Financial Advisors
California
$391K
QAM
577
Q3 Asset Management
Michigan
$391K +$360K +2,856 New
GAM
578
Gotham Asset Management
New York
$389K +$359K +2,848 New
MAM
579
Meeder Asset Management
Ohio
$387K +$69.6K +552 +24%
BAS
580
Brown Advisory Securities
Maryland
$384K +$354K +2,808 New
EDRIA
581
Edmonds Duncan Registered Investment Advisors
Kansas
$383K +$25.2K +200 +8%
RBCM
582
Raub Brock Capital Management
California
$380K
EWA
583
EP Wealth Advisors
California
$379K -$14.1K -112 -4%
PAM
584
Palisade Asset Management
Minnesota
$377K -$22.7K -180 -6%
IF
585
Intrua Financial
Texas
$374K
GQG Partners
586
GQG Partners
Florida
$373K +$344K +2,728 New
BWP
587
Baldwin Wealth Partners
Massachusetts
$372K
KPW
588
Kore Private Wealth
New York
$371K +$35.8K +284 +12%
SS
589
Simplicity Solutions
Minnesota
$370K +$66.1K +524 +24%
CCA
590
Column Capital Advisors
Indiana
$364K +$59.5K +472 +22%
MCM
591
Maryland Capital Management
Maryland
$361K
SW
592
SteelPeak Wealth
California
$359K +$331K +2,624 New
BCI
593
Brinker Capital Investments
Pennsylvania
$358K
STAS
594
Strong Tower Advisory Services
Minnesota
$358K +$329K +2,612 New
AP
595
Advisor Partners
California
$357K +$63.1K +500 +24%
SW
596
SVB Wealth
Massachusetts
$356K +$84.2K +668 +35%
CWM
597
Chesapeake Wealth Management
Virginia
$354K -$153K -1,216 -32%
WWM
598
Windsor Wealth Management
Indiana
$351K +$6.56K +52 +2%
CWM
599
Connecticut Wealth Management
Connecticut
$341K +$10.1K +80 +3%
WA
600
Wealth Alliance
New York
$341K +$46.4K +368 +17%