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Name Holding Trade Value Shares
Change
Change in
Stake
MFIM
851
Mesirow Financial Investment Management
Illinois
$865K +$66.4K +267 +8%
AI
852
Arvest Investments
Arkansas
$863K -$66.6K -268 -7%
SFSG
853
Sound Financial Strategies Group
Mississippi
$860K +$112K +449 +14%
CA
854
Claro Advisors
Massachusetts
$858K -$222K -893 -20%
RWP
855
RWA Wealth Partners
Massachusetts
$858K +$7.71K +31 +0.9%
JFGLC
856
Johnson Financial Group LLC (Colorado)
Colorado
$855K +$1.99K +8 +0.2%
WIC
857
Woodmont Investment Counsel
Tennessee
$854K
UFF
858
USA Financial Formulas
Michigan
$852K -$760K -3,059 -46%
CSP
859
Cary Street Partners
Virginia
$852K +$903K +3,634 New
BONST
860
Bank of Nova Scotia Trust
Ontario, Canada
$844K -$74.6K -300 -8%
AOI
861
Auto-Owners Insurance
Michigan
$844K
DWP
862
Daymark Wealth Partners
Ohio
$840K +$11.4K +46 +1%
PP
863
PrairieView Partners
Minnesota
$832K +$12.2K +49 +1%
CWM
864
Cranbrook Wealth Management
Michigan
$831K +$1.24K +5 +0.1%
FTWA
865
Fifth Third Wealth Advisors
Ohio
$831K +$130K +521 +17%
WG
866
Winton Group
United Kingdom
$830K +$880K +3,541 New
SCA
867
Snowden Capital Advisors
New York
$826K +$22.4K +90 +3%
MW
868
Maia Wealth
Colorado
$825K +$111K +446 +15%
LFG
869
Larson Financial Group
Missouri
$816K -$148K -596 -15%
FC
870
Farringdon Capital
United Kingdom
$810K +$859K +3,457 New
FPAS
871
Focus Partners Advisor Solutions
Missouri
$802K +$619K +2,488 +266%
GWP
872
Gen-Wealth Partners
Michigan
$801K +$25.6K +103 +3%
MWM
873
MBE Wealth Management
Wisconsin
$798K
GFA
874
Gallagher Fiduciary Advisors
Illinois
$796K +$1.24K +5 +0.1%
RS
875
R Squared
Hong Kong
$795K +$843K +3,391 New