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Name Holding Trade Value Shares
Change
Change in
Stake
PAG
1251
Private Advisory Group
Washington
$731K +$753K +2,333 New
LSA
1252
Lion Street Advisors
Texas
$731K -$256K -792 -25%
OCM
1253
Orion Capital Management
California
$728K -$129K -400 -15%
Boston Partners
1254
Boston Partners
Massachusetts
$727K -$415M -1,285,302 -100%
PI
1255
PGGM Investments
Netherlands
$723K
WI
1256
Wedgewood Investors
Pennsylvania
$722K +$744K +2,304 New
SC
1257
SouthState Corp
Florida
$722K -$20K -62 -3%
PCMH
1258
Polymer Capital Management (HK)
Hong Kong
$721K -$3.87M -11,987 -84%
ACM
1259
AUA Capital Management
Pennsylvania
$719K
KWMG
1260
King Wealth Management Group
Florida
$717K
TTWM
1261
TCV Trust & Wealth Management
Virginia
$716K -$22K -68 -3%
MA
1262
MONECO Advisors
Connecticut
$711K -$24.9K -77 -3%
CG
1263
Cynosure Group
Utah
$707K +$728K +2,254 New
SWS
1264
SYSTM Wealth Solutions
Illinois
$704K +$358K +1,109 +98%
SCP
1265
Stamos Capital Partners
California
$702K +$723K +2,240 New
NC
1266
Napatree Capital
Rhode Island
$698K -$276K -855 -28%
PP
1267
Pegasus Partners
Wisconsin
$697K +$219K +677 +44%
PCG
1268
Prosperity Consulting Group
Maryland
$696K +$72.6K +225 +11%
RIL
1269
Rothschild Investment LLC
Illinois
$695K +$96.9K +300 +16%
FMWA
1270
Forvis Mazars Wealth Advisors
Missouri
$692K +$8.07K +25 +1%
LFM
1271
LGT Fund Management
Liechtenstein
$690K
BCM
1272
BluePath Capital Management
Georgia
$690K +$139K +429 +24%
LA
1273
Legacy Advisors
Pennsylvania
$686K +$246K +761 +53%
TCWA
1274
Turtle Creek Wealth Advisors
Texas
$684K +$22.6K +70 +3%
SPWG
1275
Sage Private Wealth Group
Illinois
$684K +$22.9K +71 +3%