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Name Holding Trade Value Shares
Change
Change in
Stake
CB
751
Cadence Bank
Mississippi
$528K +$592K +3,651 New
SFS
752
Summit Financial Strategies
Ohio
$522K – – –
PWM
753
Perigon Wealth Management
California
$521K -$19.3K -119 -3%
PCM
754
Prana Capital Management
Connecticut
$521K +$124K +766 +27%
LFG
755
Larson Financial Group
Missouri
$518K -$315K -1,939 -35%
PA
756
Parallel Advisors
California
$515K -$15.1K -93 -3%
CFO
757
Colony Family Offices
North Carolina
$507K – – –
QIM
758
Quantitative Investment Management
Virginia
$506K -$1.01M -6,212 -64%
JFGLC
759
Johnson Financial Group LLC (Colorado)
Colorado
$506K -$1.62K -10 -0.3%
AF
760
Aldebaran Financial
$505K +$4.06K +25 +0.7%
XT
761
XTX Topco
Cayman Islands
$500K +$562K +3,463 New
P
762
Pitcairn
Pennsylvania
$496K -$17.5K -108 -3%
FLPIM
763
F.L. Putnam Investment Management
Massachusetts
$496K -$973 -6 -0.2%
CSPAM
764
Cary Street Partners Asset Management
Virginia
$492K – – –
CFA
765
Cahill Financial Advisors
Minnesota
$492K +$85.2K +525 +18%
JIC
766
Johnson Investment Counsel
Ohio
$489K -$4.87K -30 -0.9%
SFI
767
Siemens Fonds Invest
Germany
$488K -$25.8K -159 -4%
GWAM
768
Guardian Wealth Advisors (Minnesota)
Minnesota
$487K +$1.14K +7 +0.2%
SFG
769
SNS Financial Group
Minnesota
$487K +$1.14K +7 +0.2%
EWM
770
Empirical Wealth Management
Washington
$487K +$57.6K +355 +12%
EWS
771
Evergreen Wealth Solutions
Pennsylvania
$485K -$82.2K -507 -13%
TCA
772
Tortoise Capital Advisors
Kansas
$481K -$34.6K -213 -6%
ICG
773
InterOcean Capital Group
Tennessee
$479K +$233K +1,435 +76%
SG
774
Somerset Group
Minnesota
$477K – – –
WHCI
775
W.H. Cornerstone Investments
Massachusetts
$476K +$541K +3,335 New