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Name Holding Trade Value Shares
Change
Change in
Stake
DOA
776
D'Orazio & Associates
Virginia
$231K +$14.5K +492 +7%
WFA
777
WMG Financial Advisors
Tennessee
$227K +$7.09K +241 +3%
FNFDCM
778
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$226K – – –
Connor, Clark & Lunn Investment Management (CC&L)
779
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$226K -$732K -24,866 -77%
CASC
780
Coppell Advisory Solutions Corp
Texas
$225K +$219K +7,443 New
JC
781
Jacobs & Co
California
$224K – – –
WPW
782
Waldron Private Wealth
Pennsylvania
$223K +$3.59K +122 +2%
PWM
783
Perigon Wealth Management
California
$223K -$115K -3,905 -35%
PFS
784
Physicians Financial Services
North Carolina
$223K – – –
CWM
785
Compass Wealth Management
Connecticut
$222K -$65.5K -2,225 -23%
PPWP
786
Premier Path Wealth Partners
New Jersey
$221K -$9.77K -332 -4%
SI
787
Stephens Inc
Arkansas
$221K +$215K +7,302 New
BB
788
Berkshire Bank
Massachusetts
$220K +$214K +7,287 New
AG
789
AlTi Global
New York
$220K +$212K +7,220 New
TCWM
790
Total Clarity Wealth Management
Illinois
$220K -$62.6K -2,126 -23%
MAWA
791
Moss Adams Wealth Advisors
Washington
$219K +$10.2K +346 +5%
DWM
792
Dechtman Wealth Management
Colorado
$219K +$1.44K +49 +0.7%
EFM
793
E Fund Management
China
$218K -$1.03K -35 -0.5%
PA
794
Prossimo Advisors
California
$217K +$211K +7,165 New
CAM
795
Claret Asset Management
Quebec, Canada
$216K -$10.5K -356 -5%
CAL
796
Capital Advisors Ltd
Ohio
$216K +$618 +21 +0.3%
FL
797
Fort LP
Maryland
$216K -$19.7K -669 -9%
BIG
798
Brooklyn Investment Group
New York
$216K +$209K +7,104 New
QC
799
Quent Capital
New York
$215K +$7.3K +248 +4%
AA
800
Auxano Advisors
Washington
$215K -$18.7K -635 -8%