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Name Holding Trade Value Shares
Change
Change in
Stake
BFS
601
Bradley Foster & Sargent
Connecticut
$723K -$20.6K -34 -3%
CA
602
Clearstead Advisors
Ohio
$723K +$50.4K +83 +8%
PCM
603
Penserra Capital Management
California
$721K +$60.1K +99 +10%
NWWA
604
New Wave Wealth Advisors
Arkansas
$718K +$14.6K +24 +2%
BBA
605
Baader Bank Aktiengesellschaft
Germany
$717K +$671K +1,106 New
SC
606
Saturna Capital
Washington
$716K -$23.7K -39 -3%
CSA
607
Cornerstone Select Advisors
Missouri
$716K -$6.07K -10 -0.9%
RCA
608
Resonant Capital Advisors
Wisconsin
$716K +$6.67K +11 +1%
WB
609
WesBanco Bank
West Virginia
$688K -$207K -342 -24%
RCM
610
Requisite Capital Management
Texas
$688K +$642K +1,059 New
EWA
611
EverSource Wealth Advisors
Alabama
$687K +$65.5K +108 +11%
William Blair & Company
612
William Blair & Company
Illinois
$685K -$38.8K -64 -6%
ECM
613
Evergreen Capital Management
Washington
$676K +$154K +254 +32%
O
614
Ossiam
France
$675K +$211K +348 +50%
M
615
MOTCO
Texas
$665K – – –
LA
616
Lindenwold Advisors
Pennsylvania
$665K +$6.67K +11 +1%
CL
617
Choreo LLC
Illinois
$664K +$67.9K +112 +12%
PA
618
Parallel Advisors
California
$654K +$65.5K +108 +12%
WIS
619
Wright Investors Service
Connecticut
$653K -$23.7K -39 -4%
VA
620
VestGen Advisors
Illinois
$651K +$22.4K +37 +4%
RC
621
Rithm Capital
New York
$650K -$152K -250 -20%
EGA
622
Eagle Global Advisors
Texas
$650K – – –
SIC
623
Salem Investment Counselors
North Carolina
$650K – – –
SCP
624
Sivia Capital Partners
California
$648K +$83.7K +138 +16%
SQA
625
Simon Quick Advisors
New Jersey
$640K +$79.5K +131 +15%