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Name Holding Trade Value Shares
Change
Change in
Stake
AO
776
Advisor OS
Illinois
$957K +$11.3K +49 +1%
GM
777
GeoWealth Management
Illinois
$956K +$272K +1,177 +41%
LI
778
LMCG Investments
Massachusetts
$955K -$133K -574 -13%
BFA
779
Brown Financial Advisors
Ohio
$951K +$923K +3,995 New
PP
780
PrairieView Partners
Minnesota
$950K
CIM
781
Contravisory Investment Management
Massachusetts
$950K +$2.08K +9 +0.2%
SIM
782
Studio Investment Management
Illinois
$950K +$217K +938 +31%
SCI
783
Stableford Capital II
Arizona
$949K -$16.2K -70 -2%
WEG
784
World Equity Group
Illinois
$949K -$3.74M -16,186 -80%
IIC
785
Ironwood Investment Counsel
Arizona
$948K -$26.3K -114 -3%
PI
786
PFG Investments
New York
$945K +$22.9K +99 +3%
CA
787
Claro Advisors
Massachusetts
$936K -$5.78K -25 -0.6%
CK
788
Cohen Klingenstein
New York
$934K
AI
789
Arvest Investments
Arkansas
$930K -$6.7K -29 -0.7%
BONST
790
Bank of Nova Scotia Trust
Ontario, Canada
$928K
IAN
791
Integrated Advisors Network
Texas
$920K +$174K +751 +24%
FUBT
792
First United Bank & Trust
Maryland
$908K -$4.62K -20 -0.5%
VT
793
Vise Technologies
New York
$908K +$173K +747 +24%
CCM
794
Coldstream Capital Management
Washington
$907K +$49.9K +216 +6%
CI Investments Inc
795
CI Investments Inc
Ontario, Canada
$906K +$73.9K +320 +9%
EF
796
Empowered Funds
Pennsylvania
$901K -$7.16K -31 -0.8%
PA
797
Pinnacle Associates
New York
$896K +$1.39K +6 +0.2%
AIM
798
Anchor Investment Management
South Carolina
$895K +$5.31K +23 +0.6%
GCP
799
GSA Capital Partners
United Kingdom
$892K +$375K +1,624 +76%
AC
800
AlphaCore Capital
California
$890K +$477K +2,063 +124%