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Name Holding Trade Value Shares
Change
Change in
Stake
FNFDCM
776
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$226K
Connor, Clark & Lunn Investment Management (CC&L)
777
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$226K -$732K -24,866 -77%
CASC
778
Coppell Advisory Solutions Corp
Texas
$225K +$219K +7,443 New
JC
779
Jacobs & Co
California
$224K
WPW
780
Waldron Private Wealth
Pennsylvania
$223K +$3.59K +122 +2%
PWM
781
Perigon Wealth Management
California
$223K -$115K -3,905 -35%
PFS
782
Physicians Financial Services
North Carolina
$223K
CWM
783
Compass Wealth Management
Connecticut
$222K -$65.5K -2,225 -23%
PPWP
784
Premier Path Wealth Partners
New Jersey
$221K -$9.77K -332 -4%
SI
785
Stephens Inc
Arkansas
$221K +$215K +7,302 New
BB
786
Berkshire Bank
Massachusetts
$220K +$214K +7,287 New
AG
787
AlTi Global
New York
$220K +$212K +7,220 New
TCWM
788
Total Clarity Wealth Management
Illinois
$220K -$62.6K -2,126 -23%
MAWA
789
Moss Adams Wealth Advisors
Washington
$219K +$10.2K +346 +5%
DWM
790
Dechtman Wealth Management
Colorado
$219K +$1.44K +49 +0.7%
EFM
791
E Fund Management
China
$218K -$1.03K -35 -0.5%
PA
792
Prossimo Advisors
California
$217K +$211K +7,165 New
CAM
793
Claret Asset Management
Quebec, Canada
$216K -$10.5K -356 -5%
CAL
794
Capital Advisors Ltd
Ohio
$216K +$618 +21 +0.3%
FL
795
Fort LP
Maryland
$216K -$19.7K -669 -9%
BIG
796
Brooklyn Investment Group
New York
$216K +$209K +7,104 New
QC
797
Quent Capital
New York
$215K +$7.3K +248 +4%
AA
798
Auxano Advisors
Washington
$215K -$18.7K -635 -8%
DAS
799
Dynamic Advisor Solutions
Arizona
$214K +$208K +7,084 New
IWM
800
IHT Wealth Management
Illinois
$214K +$4.47K +152 +2%