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Name Holding Trade Value Shares
Change
Change in
Stake
FMWA
751
Forvis Mazars Wealth Advisors
Missouri
$912K -$73K -901 -8%
ACIM
752
Azimuth Capital Investment Management
Michigan
$911K -$22.4K -277 -3%
CCM
753
Chilton Capital Management
Texas
$909K
ClearBridge Investments
754
ClearBridge Investments
New York
$906K -$81 -1 -0%
AB
755
Atlas Brown
Kentucky
$905K
BJL
756
Brighton Jones LLC
Washington
$904K +$84.9K +1,048 +11%
MWM
757
Mission Wealth Management
California
$903K +$110K +1,358 +15%
MOS
758
MGO One Seven
Ohio
$901K -$42.8K -528 -5%
OL
759
Owen LaRue
Kentucky
$897K +$81K +1,000 +11%
CIAS
760
Capital Investment Advisory Services
North Carolina
$897K +$149K +1,844 +22%
ST
761
Spinnaker Trust
Maine
$893K -$6.07K -75 -0.7%
B
762
Bailard
California
$882K +$24K +296 +3%
UM
763
UniSuper Management
Australia
$879K +$812K +10,024 New
MWM
764
MinichMacGregor Wealth Management
New York
$878K +$25.3K +313 +3%
DCM
765
Dudley Capital Management
Virginia
$877K
CA
766
Clearstead Advisors
Ohio
$875K -$3.48K -43 -0.4%
HAIM
767
Hunter Associates Investment Management
Pennsylvania
$873K -$24.7K -305 -3%
AI
768
Accredited Investors
Minnesota
$869K -$405 -5 -0.1%
ECA
769
Elevated Capital Advisors
Utah
$866K +$35.8K +442 +5%
FTDI
770
First Trust Direct Indexing
Massachusetts
$864K +$109K +1,345 +16%
SCM
771
Schnieders Capital Management
California
$864K -$11.3K -139 -1%
CWS
772
Confluence Wealth Services
Pennsylvania
$856K +$139K +1,716 +21%
AFAS
773
Acorn Financial Advisory Services
Virginia
$855K +$174K +2,146 +28%
STA
774
Summit Trail Advisors
New York
$855K +$172K +2,125 +28%
WA
775
WealthTrust Axiom
Pennsylvania
$849K