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Name Holding Trade Value Shares
Change
Change in
Stake
FHA
326
Flagship Harbor Advisors
Massachusetts
$149K +$600 +61 +0.4%
Horizon Kinetics Asset Management
327
Horizon Kinetics Asset Management
New York
$145K – – –
BRWA
328
B. Riley Wealth Advisors
Florida
$143K -$8.41K -854 -6%
Kovitz Investment Group Partners
329
Kovitz Investment Group Partners
Illinois
$143K +$16.1K +1,631 +13%
DWM
330
Drive Wealth Management
Utah
$142K -$33K -3,356 -20%
EWM
331
Endowment Wealth Management
Wisconsin
$141K +$5.99K +608 +5%
National Bank of Canada
332
National Bank of Canada
Quebec, Canada
$140K -$4.08K -414 -3%
WI
333
WrapManager Inc
California
$138K +$16.4K +1,666 +14%
HFP
334
Holistic Financial Partners
Indiana
$138K +$11.5K +1,172 +10%
CCB
335
Country Club Bank
Missouri
$136K +$131K +13,317 New
TFS
336
Thoroughbred Financial Services
Tennessee
$134K – – –
CWM
337
Cornerstone Wealth Management
Missouri
$134K -$9.16K -931 -7%
RCAG
338
Rehmann Capital Advisory Group
Michigan
$134K -$8.97K -911 -7%
Gabelli Funds
339
Gabelli Funds
New York
$134K – – –
WIS
340
Wright Investors Service
Connecticut
$133K +$15.1K +1,531 +13%
Tidal Investments
341
Tidal Investments
Wisconsin
$132K +$127K +12,875 New
UMB Bank
342
UMB Bank
Missouri
$132K -$3.99K -405 -3%
Integrated Wealth Concepts
343
Integrated Wealth Concepts
Massachusetts
$131K -$54.1K -5,493 -30%
Farther Finance Advisors
344
Farther Finance Advisors
California
$131K +$10.2K +1,041 +9%
BA
345
Ballew Advisors
Mississippi
$129K – – –
CIAM
346
Caitong International Asset Management
Hong Kong
$129K +$116K +11,758 +1,551%
PWG
347
Portside Wealth Group
Utah
$127K -$56.6K -5,749 -32%
William Blair & Company
348
William Blair & Company
Illinois
$127K -$262K -26,650 -68%
Scotia Capital
349
Scotia Capital
Ontario, Canada
$125K -$653K -66,392 -85%
PA
350
PFW Advisors
Georgia
$125K +$17.1K +1,737 +17%