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Name Holding Trade Value Shares
Change
Change in
Stake
AWM
601
Aberdeen Wealth Management
Illinois
$586K +$23.3K +457 +4%
CA
602
Cullinan Associates
Kentucky
$583K
SI
603
Stephens Inc
Arkansas
$582K +$32.1K +629 +6%
KPWS
604
Kestra Private Wealth Services
Texas
$581K +$587K +11,493 New
OWM
605
OneAscent Wealth Management
Alabama
$574K +$584K +11,431 New
IC
606
Intersect Capital
California
$570K +$266K +5,217 +85%
NAM
607
NorthCoast Asset Management
Connecticut
$569K -$20.3M -396,744 -97%
BFS
608
Bradley Foster & Sargent
Connecticut
$569K -$68.9K -1,350 -11%
BC
609
Bridgefront Capital
Texas
$564K +$573K +11,229 New
SC
610
Savant Capital
Illinois
$558K +$62.6K +1,226 +12%
CG
611
Colony Group
Massachusetts
$557K +$201K +3,932 +55%
ACP
612
Ashfield Capital Partners
California
$556K
BBHC
613
Brown Brothers Harriman & Co
New York
$555K +$36.6K +717 +7%
FTDI
614
First Trust Direct Indexing
Massachusetts
$554K +$563K +11,028 New
Bank Julius Baer & Co
615
Bank Julius Baer & Co
Switzerland
$552K -$247K -4,844 -31%
HIM
616
Hillsdale Investment Management
Ontario, Canada
$550K -$15.3K -300 -3%
Vanguard Personalized Indexing Management
617
Vanguard Personalized Indexing Management
California
$550K +$104K +2,038 +23%
MAA
618
Mraz Amerine & Associates
California
$543K +$235K +4,606 +74%
PCM
619
Perritt Capital Management
Illinois
$542K
WPC
620
White Pine Capital
Minnesota
$540K -$70.5K -1,380 -11%
MYIA
621
Mount Yale Investment Advisors
Colorado
$536K -$1.99K -39 -0.4%
FA
622
FDx Advisors
Illinois
$534K +$542K +10,621 New
AII
623
AGF Investments Inc
Ontario, Canada
$529K -$161K -3,145 -23%
IDBONY
624
Israel Discount Bank of New York
New York
$526K -$72K -1,410 -12%
CAAS
625
Capital Asset Advisory Services
Michigan
$525K -$23K -450 -4%