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Name Holding Trade Value Shares
Change
Change in
Stake
MCM
501
MAI Capital Management
Ohio
$407K -$168K -395 -31%
HIA
502
Harbor Investment Advisory
Maryland
$405K +$40.3K +95 +12%
WSFS
503
Wilmington Savings Fund Society
Delaware
$403K +$372K +877 New
SFP
504
Shepherd Financial Partners
Massachusetts
$403K -$31.9K -75 -8%
SFA
505
Sequoia Financial Advisors
Ohio
$398K -$91.3K -215 -20%
BIAS
506
Beacon Investment Advisory Services
New Jersey
$397K
MSFS
507
Main Street Financial Solutions
Pennsylvania
$394K -$425 -1 -0.1%
HTC
508
Haverford Trust Company
Pennsylvania
$392K +$15.7K +37 +5%
VV
509
Verity & Verity
South Carolina
$389K +$38.6K +91 +12%
LFA
510
Legacy Financial Advisors
Kentucky
$389K +$5.1K +12 +1%
BAM
511
Belpointe Asset Management
Nevada
$383K +$93.9K +221 +36%
AR
512
Apeiron RIA
Texas
$382K +$14.9K +35 +4%
SAW
513
Signal Advisors Wealth
Michigan
$382K +$352K +830 New
Balyasny Asset Management
514
Balyasny Asset Management
Illinois
$381K -$451K -1,061 -56%
GC
515
Guggenheim Capital
Illinois
$377K -$19.1K -45 -5%
MA
516
Mutual Advisors
Nebraska
$373K +$31K +73 +10%
IWM
517
IHT Wealth Management
Illinois
$368K +$56.1K +132 +20%
AA
518
ALPS Advisors
Colorado
$367K +$30.6K +72 +10%
EWA
519
EP Wealth Advisors
California
$364K +$336K +791 New
OWA
520
Outlook Wealth Advisors
Texas
$362K +$30.2K +71 +10%
BWP
521
Baldwin Wealth Partners
Massachusetts
$360K +$308K +726 +1,296%
Koshinski Asset Management
522
Koshinski Asset Management
Illinois
$357K +$69.2K +163 +27%
AAM
523
Aureus Asset Management
Massachusetts
$356K -$84.9K -200 -21%
BCI
524
Brinker Capital Investments
Pennsylvania
$355K -$9.34K -22 -3%
OPS
525
Orion Portfolio Solutions
Nebraska
$355K -$9.34K -22 -3%