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Name Holding Trade Value Shares
Change
Change in
Stake
WEG
626
World Equity Group
Illinois
$735K +$465K +34,449 +187%
PVI
627
Pine Valley Investments
New Jersey
$734K -$33.3K -2,468 -4%
BI
628
Bramshill Investments
Florida
$733K -$118K -8,724 -14%
LGA
629
Lebenthal Global Advisors
New York
$730K -$409K -30,316 -37%
SCTC
630
Sanibel Captiva Trust Company
Florida
$725K +$23.6K +1,748 +3%
PWP
631
Prasad Wealth Partners
Ohio
$723K +$499 +37 +0.1%
LCM
632
Lazari Capital Management
California
$723K -$526 -39 -0.1%
MFIM
633
Mesirow Financial Investment Management
Illinois
$719K +$357K +26,496 +105%
ACM
634
Advance Capital Management
Michigan
$718K +$29.1K +2,159 +4%
BP
635
Ballentine Partners
Massachusetts
$716K +$243K +18,005 +54%
FFN
636
Focus Financial Network
Minnesota
$715K -$57.8K -4,286 -8%
BCP
637
Blackhawk Capital Partners
Wisconsin
$714K +$56.8K +4,211 +9%
WB
638
WesBanco Bank
West Virginia
$704K -$129K -9,571 -16%
SOS
639
Silver Oak Securities
Tennessee
$702K -$4.95K -367 -0.7%
KA
640
KLCM Advisors
Wisconsin
$700K -$13 -1 -0%
Brown Advisory
641
Brown Advisory
Maryland
$700K -$6.18K -458 -0.9%
EA
642
Ergawealth Advisors
Illinois
$695K -$337K -25,000 -33%
SIG
643
Sargent Investment Group
Maryland
$695K +$1.74K +129 +0.3%
UWS
644
Unique Wealth Strategies
Illinois
$692K +$32.1K +2,376 +5%
S
645
SignatureFD
Georgia
$689K +$86.5K +6,409 +15%
HIW
646
Holos Integrated Wealth
Pennsylvania
$689K
PA
647
Profund Advisors
Maryland
$688K +$4.07K +302 +0.6%
O
648
Ossiam
France
$688K +$667K +49,466 New
BJL
649
Brighton Jones LLC
Washington
$684K +$180K +13,305 +37%
IAS
650
Insigneo Advisory Services
Florida
$681K +$53.1K +3,936 +9%