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Name Holding Trade Value Shares
Change
Change in
Stake
SFS
751
Summit Financial Strategies
Ohio
$522K
PWM
752
Perigon Wealth Management
California
$521K -$19.3K -119 -3%
PCM
753
Prana Capital Management
Connecticut
$521K +$124K +766 +27%
LFG
754
Larson Financial Group
Missouri
$518K -$315K -1,939 -35%
PA
755
Parallel Advisors
California
$515K -$15.1K -93 -3%
CFO
756
Colony Family Offices
North Carolina
$507K
QIM
757
Quantitative Investment Management
Virginia
$506K -$1.01M -6,212 -64%
JFGLC
758
Johnson Financial Group LLC (Colorado)
Colorado
$506K -$1.62K -10 -0.3%
AF
759
Aldebaran Financial
$505K +$4.06K +25 +0.7%
XT
760
XTX Topco
Cayman Islands
$500K +$562K +3,463 New
P
761
Pitcairn
Pennsylvania
$496K -$17.5K -108 -3%
FLPIM
762
F.L. Putnam Investment Management
Massachusetts
$496K -$973 -6 -0.2%
CSPAM
763
Cary Street Partners Asset Management
Virginia
$492K
CFA
764
Cahill Financial Advisors
Minnesota
$492K +$85.2K +525 +18%
JIC
765
Johnson Investment Counsel
Ohio
$489K -$4.87K -30 -0.9%
SFI
766
Siemens Fonds Invest
Germany
$488K -$25.8K -159 -4%
GWAM
767
Guardian Wealth Advisors (Minnesota)
Minnesota
$487K +$1.14K +7 +0.2%
SFG
768
SNS Financial Group
Minnesota
$487K +$1.14K +7 +0.2%
EWM
769
Empirical Wealth Management
Washington
$487K +$57.6K +355 +12%
EWS
770
Evergreen Wealth Solutions
Pennsylvania
$485K -$82.2K -507 -13%
TCA
771
Tortoise Capital Advisors
Kansas
$481K -$34.6K -213 -6%
ICG
772
InterOcean Capital Group
Tennessee
$479K +$233K +1,435 +76%
SG
773
Somerset Group
Minnesota
$477K
WHCI
774
W.H. Cornerstone Investments
Massachusetts
$476K +$541K +3,335 New
SCA
775
Stonebridge Capital Advisors
Minnesota
$471K +$9.25K +57 +2%