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Name Holding Trade Value Shares
Change
Change in
Stake
TWP
401
Tempus Wealth Planning
California
$568K +$611K +4,334 New
SCM
402
Stevens Capital Management
Pennsylvania
$566K +$609K +4,317 New
PP
403
Prudential plc
United Kingdom
$560K – – –
PWS
404
Peterson Wealth Services
Utah
$555K +$52K +369 +10%
PW
405
Paladin Wealth
Minnesota
$555K -$66.7K -473 -10%
VF
406
Virtu Financial
New York
$550K +$147K +1,044 +33%
VFA
407
Values First Advisors
Tennessee
$548K +$13.5K +96 +2%
CCIA
408
Campbell & Co Investment Adviser
Maryland
$546K -$303K -2,151 -34%
HIC
409
Hartline Investment Corp
Illinois
$527K – – –
CL
410
CSS LLC
Illinois
$525K -$23.8K -169 -4%
AWM
411
Apollon Wealth Management
South Carolina
$523K +$10.6K +75 +2%
CPCPP
412
Canada Post Corporation Pension Plan
Canada
$520K – – –
HIP
413
HUB Investment Partners
Texas
$518K +$9.02K +64 +2%
EWA
414
EP Wealth Advisors
California
$509K -$47.9K -340 -8%
TE
415
Tema ETFs
New York
$506K +$1.97K +14 +0.4%
CCM
416
Coldstream Capital Management
Washington
$501K -$19.6K -139 -4%
MCWS
417
McKinley Carter Wealth Services
West Virginia
$501K +$987 +7 +0.2%
CAMG
418
CWA Asset Management Group
Florida
$499K +$20.7K +147 +4%
Brown Advisory
419
Brown Advisory
Maryland
$498K -$82.2K -583 -13%
AC
420
AlphaCore Capital
California
$492K -$22.8K -162 -4%
BIG
421
Brooklyn Investment Group
New York
$482K +$253K +1,795 +96%
MP
422
Mangrove Partners
Connecticut
$474K +$509K +3,613 New
HWM
423
HB Wealth Management
Georgia
$470K +$114K +806 +29%
BBHC
424
Brown Brothers Harriman & Co
New York
$467K +$313K +2,218 +165%
DWA
425
Douglass Winthrop Advisors
New York
$466K – – –