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Name Holding Trade Value Shares
Change
Change in
Stake
B
676
Bensler
Washington
$297K
CG
677
Cynosure Group
Utah
$295K -$98.4K -208 -24%
VSQM
678
V-Square Quantitative Management
Illinois
$291K +$1.89K +4 +0.6%
SGAM
679
Smith Group Asset Management
Texas
$286K +$298K +630 New
GRP
680
Global Retirement Partners
California
$285K +$96.5K +204 +48%
WF
681
Welch & Forbes
Massachusetts
$284K +$27.9K +59 +10%
CC
682
Capital Counsel
New York
$282K
AWA
683
Amplius Wealth Advisors
Pennsylvania
$280K
JCIA
684
Jackson Creek Investment Advisors
Colorado
$280K -$43.5K -92 -13%
DWM
685
Dakota Wealth Management
Florida
$276K +$2.37K +5 +0.8%
DDC
686
DF Dent & Co
Maryland
$275K
AF
687
Advisornet Financial
Minnesota
$272K -$2.84K -6 -1%
EGA
688
Eagle Global Advisors
Texas
$272K
MCM
689
Manchester Capital Management
Vermont
$272K -$164K -347 -37%
UFF
690
USA Financial Formulas
Michigan
$266K +$277K +585 New
OF
691
Optimize Financial
California
$265K +$276K +584 New
PWM
692
Paulson Wealth Management
Illinois
$265K -$34.5K -73 -11%
GCM
693
Gallacher Capital Management
Colorado
$262K +$273K +578 New
FAG
694
Fortitude Advisory Group
Washington
$262K
MWM
695
Maridea Wealth Management
New York
$261K +$272K +575 New
KI
696
Kapitalo Investimentos
Brazil
$260K +$271K +573 New
CIBC Private Wealth Group
697
CIBC Private Wealth Group
Georgia
$259K -$183K -387 -42%
HSA
698
HBK Sorce Advisory
Pennsylvania
$258K -$2.84K -6 -1%
CC
699
Corton Capital
Ontario, Canada
$257K +$268K +567 New
GJIA
700
Glass Jacobson Investment Advisors
Maryland
$257K +$473 +1 +0.2%