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Name Holding Trade Value Shares
Change
Change in
Stake
SC
401
Savant Capital
Illinois
$1.1M +$59.6K +2,077 +6%
AssetMark Inc
402
AssetMark Inc
California
$1.09M -$56.1K -1,953 -5%
HWAM
403
Hennion & Walsh Asset Management
New Jersey
$1.07M -$109K -3,784 -9%
PFO
404
Pathstone Family Office
New Jersey
$1.07M -$3.16M -110,066 -77%
FDCDDQ
405
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.06M -$133K -4,622 -11%
FRM
406
Fox Run Management
Connecticut
$1.06M +$1.04M +36,105 New
KWA
407
KCS Wealth Advisory
California
$1.06M +$4.08K +142 +0.4%
PAM
408
Panagora Asset Management
Massachusetts
$1.04M -$1.41M -49,104 -58%
Baird Financial Group
409
Baird Financial Group
Wisconsin
$1.03M +$210K +7,308 +26%
TA
410
Tectonic Advisors
Texas
$1.02M +$181K +6,295 +22%
AC
411
Albar Capital
United Kingdom
$1M +$981K +34,188 New
LWAM
412
Legacy Wealth Asset Management
Minnesota
$1M -$919 -32 -0.1%
EWM
413
EPG Wealth Management
Georgia
$998K +$417K +14,517 +74%
MFWP
414
Mosaic Family Wealth Partners
Missouri
$998K +$57 +2 +0%
SCM
415
SOL Capital Management
Maryland
$995K -$8.61K -300 -0.9%
CCG
416
Cypress Capital Group
Florida
$990K -$12.4K -433 -1%
HI
417
Human Investing
Oregon
$979K -$21.5K -750 -2%
AIA
418
Affinity Investment Advisors
California
$978K
MA
419
Mutual Advisors
Nebraska
$976K -$61.8K -2,153 -6%
ZIG
420
Zurich Insurance Group
Switzerland
$966K
MWM
421
Mission Wealth Management
California
$965K +$17.5K +608 +2%
DT
422
Diversified Trust
Tennessee
$964K +$502K +17,488 +114%
UB
423
UMB Bank
Missouri
$951K -$63.1K -2,199 -6%
AWS
424
Atria Wealth Solutions
New York
$938K +$185K +6,445 +25%
FAG
425
Fortitude Advisory Group
Washington
$927K