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Name Holding Trade Value Shares
Change
Change in
Stake
JCM
726
Janney Capital Management
Pennsylvania
$3.01M -$168K -538 -5%
EGM
727
Engineers Gate Manager
New York
$3.01M -$8.2M -26,323 -70%
LA
728
Lifeworks Advisors
Michigan
$2.99M +$334K +1,072 +11%
CCT
729
Capital City Trust
Florida
$2.98M -$70.7K -227 -2%
LD
730
Lipe & Dalton
New York
$2.97M -$68.5K -220 -2%
EAM
731
EFG Asset Management
Oregon
$2.97M +$280K +900 +9%
DA
732
Doliver Advisors
Texas
$2.96M +$124K +397 +4%
PPWP
733
Proquility Private Wealth Partners
Nevada
$2.96M +$771K +2,476 +29%
OSNBOA
734
Old Second National Bank of Aurora
Illinois
$2.96M -$869K -2,790 -20%
ISWM
735
Independent Solutions Wealth Management
New York
$2.92M +$1.87K +6 +0.1%
OWP
736
Obermeyer Wealth Partners
Colorado
$2.91M +$384K +1,234 +13%
CCM
737
Coldstream Capital Management
Washington
$2.9M +$52.9K +170 +2%
VFA
738
Valeo Financial Advisors
Indiana
$2.89M -$279K -897 -8%
FCP
739
Fidelis Capital Partners
Florida
$2.87M +$519K +1,667 +20%
CWMK
740
Caliber Wealth Management (Kansas)
Kansas
$2.87M +$3.29M +10,554 New
BEAM
741
Baker Ellis Asset Management
Washington
$2.87M +$3.28M +10,545 New
BTI
742
Blue Trust Inc
Georgia
$2.83M +$119K +383 +4%
TFA
743
Teamwork Financial Advisors
Texas
$2.83M +$1.62M +5,216 +101%
CSP
744
Cary Street Partners
Virginia
$2.83M +$13.1K +42 +0.4%
SP
745
SWS Partners
Ohio
$2.82M +$94.3K +303 +3%
NL
746
NVWM LLC
Pennsylvania
$2.82M +$1.75M +5,626 +119%
FFA
747
Farther Finance Advisors
California
$2.82M +$818K +2,626 +35%
SFI
748
Siemens Fonds Invest
Germany
$2.82M +$55.4K +178 +2%
TSMHT
749
Thurston Springer Miller Herd & Titak
Indiana
$2.81M +$499K +1,601 +18%
GFM
750
GF Fund Management
China
$2.81M -$2.81M -9,010 -47%