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Name Holding Trade Value Shares
Change
Change in
Stake
ZIM
826
Zacks Investment Management
Illinois
$257K -$8.8K -100 -3%
KCM
827
Kathmere Capital Management
Pennsylvania
$257K +$880 +10 +0.4%
CI
828
Conning Inc
Connecticut
$257K – – –
William Blair Investment Management
829
William Blair Investment Management
Illinois
$257K -$2.81K -32 -1%
BWCS
830
Beirne Wealth Consulting Services
Connecticut
$256K +$242K +2,746 New
PFPT
831
Pinnacle Financial Partners (Tennessee)
Tennessee
$255K +$241K +2,738 New
ECM
832
Evergreen Capital Management
Washington
$255K -$24.2K -275 -9%
SHFP
833
Second Half Financial Partners
Florida
$255K – – –
WA
834
Wealth Architects
California
$253K -$88 -1 -0%
BF
835
BOK Financial
Oklahoma
$250K -$52.2K -594 -18%
FHC
836
First Horizon Corporation
Tennessee
$249K +$235K +2,676 New
CS
837
Candriam SCA
Luxembourg
$248K +$234K +2,657 New
CWMGO
838
Capstone Wealth Management Group (Oregon)
Oregon
$247K – – –
LG
839
LaFleur & Godfrey
Michigan
$246K -$8.8K -100 -4%
MCWA
840
Meadow Creek Wealth Advisors
Georgia
$245K +$225K +2,553 New
CI
841
CX Institutional
Indiana
$245K +$1.85K +21 +0.8%
IWM
842
IHT Wealth Management
Illinois
$244K +$7.13K +81 +3%
MMPW
843
Mitchell McLeod Pugh & Williams
Alabama
$244K – – –
SWGC
844
Summit Wealth Group (Colorado)
Colorado
$242K +$639K +7,265 New
CCM
845
Chilton Capital Management
Texas
$242K – – –
MSF
846
Mustard Seed Financial
Arkansas
$240K +$616 +7 +0.3%
KWA
847
Kingswood Wealth Advisors
California
$239K +$226K +2,567 New
AFT
848
Alpha Family Trust
California
$239K – – –
CF
849
Claris Financial
Virginia
$237K +$224K +2,547 New
BAAM
850
Baker Avenue Asset Management
California
$236K -$3.25K -37 -1%