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Name Holding Trade Value Shares
Change
Change in
Stake
CWG
901
Cornerstone Wealth Group
North Carolina
$219K +$16.4K +173 +8%
SCM
902
Stevens Capital Management
Pennsylvania
$216K -$171K -1,803 -43%
OPW
903
Oxler Private Wealth
New York
$216K +$1.42K +15 +0.6%
AHC
904
Adell Harriman & Carpenter
Texas
$215K +$221K +2,327 New
JFG
905
Juno Financial Group
Virginia
$213K +$219K +2,309 New
ICP
906
Impact Capital Partners
Colorado
$213K -$95 -1 -0%
LWP
907
LeClair Wealth Partners
Ohio
$213K +$9.11K +96 +4%
VAS
908
Vestmark Advisory Solutions
Massachusetts
$213K +$218K +2,301 New
Aristotle Capital Management
909
Aristotle Capital Management
California
$211K +$9.11K +96 +4%
SFS
910
Summit Financial Strategies
Ohio
$211K +$1.99K +21 +0.9%
SAG
911
SageView Advisory Group
California
$211K -$541K -5,701 -71%
APA
912
Astoria Portfolio Advisors
New York
$211K +$191K +2,009 New
BA
913
Ballew Advisors
Mississippi
$210K +$759 +8 +0.4%
1SB
914
1ST Source Bank
Indiana
$210K – – –
William Blair Investment Management
915
William Blair Investment Management
Illinois
$209K -$47.3K -499 -18%
Kovitz Investment Group Partners
916
Kovitz Investment Group Partners
Illinois
$209K -$1.02M -10,773 -83%
CAI
917
Capital Advisors Inc
Oklahoma
$209K -$664 -7 -0.3%
CGL
918
Clarius Group LLC
Washington
$208K – – –
HIS
919
Harvest Investment Services
Illinois
$208K +$213K +2,248 New
VDC
920
Van Diest Capital
Iowa
$207K +$212K +2,235 New
SWM
921
Spire Wealth Management
Virginia
$206K +$37.4K +394 +21%
VFM
922
Vision Financial Markets
Connecticut
$203K – – –
EWA
923
Exencial Wealth Advisors
Oklahoma
$203K -$7.78K -82 -4%
MVF
924
Markin Volterra Fund
New York
$203K +$208K +2,195 New
BC
925
Bridgefront Capital
Texas
$203K +$208K +2,194 New