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Name Holding Trade Value Shares
Change
Change in
Stake
AFG
651
Albion Financial Group
Utah
$830K +$33.1K +204 +4%
BWP
652
BSW Wealth Partners
Colorado
$829K +$170K +1,049 +22%
WANY
653
Wealthspire Advisors (New York)
New York
$827K -$59K -364 -6%
CANY
654
Caxton Associates (New York)
New York
$826K -$76.4K -471 -8%
ZCI
655
Zevenbergen Capital Investments
Washington
$826K +$23.5K +145 +3%
FWIA
656
Fort Washington Investment Advisors
Ohio
$817K
HPC
657
HM Payson & Co
Maine
$814K -$9.57K -59 -1%
BTWM
658
Baker Tilly Wealth Management
Wisconsin
$796K -$628K -3,870 -41%
SYBT
659
Stock Yards Bank & Trust
Kentucky
$787K -$152K -935 -15%
FPF
660
First Pacific Financial
Washington
$786K +$43K +265 +5%
FHA
661
First Horizon Advisors
Tennessee
$785K +$3.73K +23 +0.4%
SI
662
Stephens Inc
Arkansas
$774K -$106K -656 -11%
First Manhattan
663
First Manhattan
New York
$771K +$487 +3 +0.1%
AF
664
Alerus Financial
North Dakota
$770K -$32.9K -203 -4%
SLI
665
Sumitomo Life Insurance
Japan
$766K -$64.6K -398 -7%
MWM
666
Mission Wealth Management
California
$759K -$30.5K -188 -3%
KPWS
667
Kestra Private Wealth Services
Texas
$757K +$155K +955 +22%
PAIM
668
Punch & Associates Investment Management
Minnesota
$751K
KC
669
Kenfarb & Co
Kentucky
$748K
CAM
670
Cypress Asset Management
Texas
$746K -$271K -1,672 -24%
TDWM
671
Topel & Distasi Wealth Management
California
$746K +$791K +4,878 New
MAM
672
Meeder Asset Management
Ohio
$742K +$181K +1,118 +28%
API
673
Advisor Partners II
California
$730K +$820K +5,053 New
EWA
674
Encompass Wealth Advisors
Oregon
$729K +$162K +1,000 +25%
AIMCA
675
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$727K