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Name Holding Trade Value Shares
Change
Change in
Stake
WANY
1226
Wealthspire Advisors (New York)
New York
$332K -$6.18K -27 -2%
WI
1227
WrapManager Inc
California
$332K +$13K +57 +4%
SIA
1228
SkyView Investment Advisors
New Jersey
$331K -$12.6K -55 -4%
WMA
1229
West Michigan Advisors
Michigan
$331K +$306K +1,335 New
BAM
1230
BOS Asset Management
Illinois
$330K – – –
LI
1231
Lafayette Investments
Maryland
$330K – – –
FCCM
1232
First City Capital Management
Georgia
$328K – – –
AF
1233
Aldebaran Financial
$327K -$97.3K -425 -24%
VCA
1234
Verdence Capital Advisors
Maryland
$327K -$23.1K -101 -7%
WCF
1235
West Coast Financial
California
$325K – – –
PL
1236
Plancorp LLC
Missouri
$325K +$687 +3 +0.2%
CIC
1237
Carnegie Investment Counsel
Ohio
$323K +$26.8K +117 +10%
PL
1238
Perpetual Ltd
Australia
$322K -$548K -2,393 -65%
PA
1239
PSI Advisors
Florida
$321K -$185K -808 -38%
CIA
1240
Caerus Investment Advisors
Texas
$320K -$229K -1,000 -44%
GCM
1241
Gables Capital Management
Florida
$320K +$5.72K +25 +2%
WAM
1242
Walker Asset Management
Missouri
$320K – – –
BFC
1243
Bedel Financial Consulting
Indiana
$319K -$4.12K -18 -1%
Fiera Capital (Canada)
1244
Fiera Capital (Canada)
Quebec, Canada
$317K – – –
MAWA
1245
Moss Adams Wealth Advisors
Washington
$316K -$915 -4 -0.3%
AWA
1246
Aaron Wealth Advisors
Illinois
$315K +$7.32K +32 +3%
FMLI
1247
Fukoku Mutual Life Insurance
Japan
$312K – – –
BOPW
1248
Brandywine Oak Private Wealth
Pennsylvania
$312K – – –
ORC
1249
O'Rourke & Company
Massachusetts
$311K +$229 +1 +0.1%
LBC
1250
Lowe Brockenbrough & Co
Virginia
$311K – – –