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Name Holding Trade Value Shares
Change
Change in
Stake
Focus Partners Wealth
226
Focus Partners Wealth
Massachusetts
$438K +$164K +2,903 +61%
BFS
227
Baskin Financial Services
Ontario, Canada
$423K +$73.3K +1,300 +21%
CS
228
Candriam SCA
Luxembourg
$423K – – –
RWM
229
Ritholtz Wealth Management
New York
$405K +$14.4K +255 +4%
GCP
230
GSA Capital Partners
United Kingdom
$401K -$578K -10,240 -59%
HS
231
Hazelview Securities
Ontario, Canada
$398K +$389K +6,902 New
JSSH
232
J. Safra Sarasin Holding
$395K – – –
MWM
233
Meridian Wealth Management
Kentucky
$378K +$372K +6,602 New
Cambridge Investment Research Advisors
234
Cambridge Investment Research Advisors
Iowa
$376K +$7.11K +126 +2%
AFG
235
Atomi Financial Group
New York
$372K +$48.7K +864 +15%
CF
236
Canoe Financial
Alberta, Canada
$366K -$29.2K -517 -7%
ECM
237
Evergreen Capital Management
Washington
$363K -$2.88K -51 -0.8%
Wealth Enhancement Advisory Services
238
Wealth Enhancement Advisory Services
Minnesota
$363K +$116K +2,059 +48%
VWM
239
Venturi Wealth Management
Texas
$358K +$62.6K +1,109 +22%
SAM
240
Silvercrest Asset Management
New York
$354K – – –
BEI
241
Benjamin Edwards Inc
Missouri
$347K +$18.8K +333 +6%
PE
242
PCM Encore
Colorado
$341K +$3.16K +56 +0.9%
JAM
243
JCIC Asset Management
Ontario, Canada
$339K – – –
CG
244
Caprock Group
Idaho
$338K +$26.8K +475 +9%
PP
245
PDT Partners
New York
$332K -$327K -5,800 -50%
UCFA
246
United Capital Financial Advisors
Texas
$331K +$77.2K +1,368 +31%
Corient Private Wealth
247
Corient Private Wealth
Florida
$322K +$27.6K +490 +10%
William Blair & Company
248
William Blair & Company
Illinois
$320K +$8.12K +144 +3%
KWM
249
Kingsview Wealth Management
Oregon
$316K +$1.64K +29 +0.5%
AWM
250
Aprio Wealth Management
Georgia
$314K +$34.8K +617 +13%