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Name Holding Trade Value Shares
Change
Change in
Stake
MOS
351
MGO One Seven
Ohio
$782K +$62.8K +1,607 +10%
BIA
352
Barry Investment Advisors
Massachusetts
$781K -$43.4K -1,110 -6%
MA
353
Mutual Advisors
Nebraska
$773K +$14.4K +368 +2%
JPWM
354
Jamison Private Wealth Management
Georgia
$773K +$25.2K +645 +4%
GWMR
355
GC Wealth Management RIA
Massachusetts
$767K +$62.1K +1,589 +10%
QPBE
356
Quintet Private Bank (Europe)
Luxembourg
$764K
AAM
357
AMI Asset Management
California
$764K -$6.88K -176 -1%
BGC
358
Beutel, Goodman & Co
Ontario, Canada
$763K +$9.38K +240 +1%
CB
359
Cadence Bank
Mississippi
$761K +$5.7K +146 +0.8%
HH
360
Hilltop Holdings
Texas
$754K +$169K +4,333 +33%
Kayne Anderson Rudnick Investment Management
361
Kayne Anderson Rudnick Investment Management
California
$753K +$137K +3,502 +25%
RWM
362
Revisor Wealth Management
Ohio
$742K +$57.1K +1,461 +9%
FT
363
Fiduciary Trust
Massachusetts
$735K +$24.2K +619 +4%
XF
364
XML Financial
Maryland
$729K -$35.5K -910 -5%
William Blair & Company
365
William Blair & Company
Illinois
$722K +$155K +3,976 +31%
MFIM
366
Mesirow Financial Investment Management
Illinois
$714K -$3.48K -89 -0.5%
RFG
367
Range Financial Group
Oregon
$713K -$26.3K -673 -4%
ISL
368
Ingalls & Snyder LLC
New York
$713K -$97.7K -2,500 -13%
CA
369
Clearstead Advisors
Ohio
$710K +$6.64K +170 +1%
BRWA
370
B. Riley Wealth Advisors
Florida
$710K -$181K -4,628 -22%
ONSWM
371
Old North State Wealth Management
North Carolina
$701K +$57.4K +1,470 +10%
NB
372
NBT Bank
New York
$701K +$57.7K +1,478 +10%
PFS
373
Prospera Financial Services
Texas
$695K -$1.16M -29,577 -65%
GCM
374
Gallacher Capital Management
Colorado
$679K +$123K +3,156 +25%
JWCA
375
J.W. Cole Advisors
Florida
$672K +$56.6K +1,448 +10%