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Name Holding Trade Value Shares
Change
Change in
Stake
TCWM
601
Total Clarity Wealth Management
Illinois
$339K +$101K +2,291 +34%
MFS
602
Mirabella Financial Services
United Kingdom
$339K +$397K +8,977 New
CWS
603
Confluence Wealth Services
Pennsylvania
$338K -$60.2K -1,361 -13%
HIA
604
Harbor Investment Advisory
Maryland
$337K +$1.95K +44 +0.5%
Fisher Asset Management
605
Fisher Asset Management
Washington
$336K -$16.8K -379 -4%
SA
606
Syntax Advisors
New York
$334K +$26.5K +600 +7%
VCG
607
Vantage Consulting Group
Virginia
$334K +$26.5K +600 +7%
FMTCOCP
608
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$333K
CFG
609
Cooper Financial Group
California
$333K +$110K +2,485 +39%
KeyBank National Association
610
KeyBank National Association
Ohio
$332K +$6.59K +149 +2%
FPAS
611
Focus Partners Advisor Solutions
Missouri
$329K +$8.8K +199 +2%
NIM
612
Nexus Investment Management
Ontario, Canada
$328K -$2.21K -50 -0.6%
WG
613
Winton Group
United Kingdom
$327K -$2.82M -63,726 -88%
MPI
614
Mairs & Power Inc
Minnesota
$327K +$386K +8,739 New
OPS
615
Orion Portfolio Solutions
Nebraska
$326K +$26.3K +594 +7%
JWCA
616
J.W. Cole Advisors
Florida
$322K -$42.8K -967 -10%
WSTAM
617
Wilbanks Smith & Thomas Asset Management
Virginia
$318K -$23.7K -537 -6%
AOWM
618
Alpha Omega Wealth Management
Virginia
$317K
AI
619
Atom Investors
Texas
$317K +$374K +8,466 New
MIP
620
Marietta Investment Partners
Wisconsin
$316K
AWM
621
Axxcess Wealth Management
California
$314K +$354 +8 +0.1%
RBC
622
Romano Brothers & Co
Illinois
$314K +$370K +8,373 New
CPIG
623
Chicago Partners Investment Group
Illinois
$313K +$160K +3,613 +73%
RWA
624
River Wealth Advisors
Pennsylvania
$312K -$30K -679 -8%
WT
625
Whittier Trust
California
$312K -$3.94K -89 -1%