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Name Holding Trade Value Shares
Change
Change in
Stake
CA
526
Calton & Associates
Florida
$363K -$11.3K -275 -3%
IFG
527
Independent Financial Group
California
$363K +$247 +6 +0.1%
IIM
528
Ipswich Investment Management
Massachusetts
$360K
CQS
529
Credential Qtrade Securities
$359K -$1.24K -30 -0.4%
GT
530
Greenleaf Trust
Michigan
$353K -$87.2K -2,115 -20%
MW
531
Marcum Wealth
Ohio
$352K -$1.44K -35 -0.4%
RG
532
Rathbones Group
United Kingdom
$351K -$30K -728 -8%
BFM
533
Boston Financial Management
Massachusetts
$348K
HAG
534
HF Advisory Group
Maryland
$346K -$19.1K -462 -5%
DSN
535
D. Scott Neal
Kentucky
$343K
CFO
536
CVA Family Office
Colorado
$343K
BCM
537
Barometer Capital Management
Ontario, Canada
$341K +$207K +5,023 +157%
CTC
538
Central Trust Company
Missouri
$340K -$4.17K -101 -1%
CA
539
Clearstead Advisors
Ohio
$339K -$6.93K -168 -2%
SF
540
Symphony Financial
Texas
$339K
DFG
541
Delta Financial Group
New Jersey
$338K -$5.28K -128 -2%
BBHC
542
Brown Brothers Harriman & Co
New York
$336K -$15.5K -376 -5%
LSAG
543
Lake Street Advisors Group
New Hampshire
$335K +$6.8K +165 +2%
BGAI
544
Bruce G. Allen Investments
Colorado
$332K +$19.3K +469 +6%
LFA
545
Legacy Financial Advisors
Kentucky
$332K +$31.1K +754 +11%
BFC
546
Bedel Financial Consulting
Indiana
$324K
CGL
547
Clarius Group LLC
Washington
$322K -$17.7K -429 -5%
SWMP
548
Signature Wealth Management Partners
New Jersey
$322K
IDBONY
549
Israel Discount Bank of New York
New York
$321K -$220K -5,327 -42%
SL
550
Sentry LLC
Tennessee
$320K