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Name Holding Trade Value Shares
Change
Change in
Stake
CWM
551
Concentric Wealth Management
California
$422K -$50K -2,640 -11%
CA
552
Clearstead Advisors
Ohio
$416K -$35.5K -1,875 -8%
MFG
553
Menard Financial Group
Texas
$414K +$382K +20,168 New
SMH
554
Sanders Morris Harris
Texas
$413K -$56.8K -3,000 -13%
EWM
555
Empirical Wealth Management
Washington
$402K -$123K -6,510 -25%
ANRIA
556
American National Registered Investment Advisor
Texas
$397K
AMIM
557
Aull & Monroe Investment Management
Alabama
$387K -$1.9K -100 -0.5%
BO
558
BRR OpCo
Ohio
$386K -$38 -2 -0%
MC
559
Machina Capital
France
$383K +$353K +18,644 New
Lazard Asset Management
560
Lazard Asset Management
New York
$380K -$762K -40,236 -68%
CCIA
561
Campbell & Co Investment Adviser
Maryland
$373K +$125K +6,573 +57%
AMG
562
Asset Management Group
Connecticut
$373K +$344K +18,174 New
LOAME
563
Lombard Odier Asset Management (Europe)
United Kingdom
$366K
CCG
564
Cypress Capital Group
Florida
$360K -$35.1K -1,854 -10%
BFS
565
Bradley Foster & Sargent
Connecticut
$359K -$12.3K -650 -4%
CAM
566
Cresset Asset Management
Illinois
$359K +$18.9K +999 +6%
CGA
567
Crescent Grove Advisors
Illinois
$358K +$28.4K +1,500 +10%
SI
568
Stephens Inc
Arkansas
$357K -$41.5K -2,193 -11%
Cerity Partners
569
Cerity Partners
New York
$356K -$89.5K -4,723 -21%
IRC
570
Investors Research Corp
Georgia
$350K
MIC
571
Meridian Investment Counsel
California
$348K -$34.2K -1,806 -10%
ANI
572
American National Insurance
Texas
$342K
PWMG
573
Prestige Wealth Management Group
New Jersey
$341K -$11.4K -602 -4%
CAN
574
Cetera Advisor Networks
California
$340K +$32.1K +1,693 +11%
PAM
575
Palisade Asset Management
Minnesota
$339K