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Name Holding Trade Value Shares
Change
Change in
Stake
CWM
251
Cordatus Wealth Management
Pennsylvania
$890K -$39.5K -553 -5%
WIA
252
World Investment Advisors
California
$889K +$482K +6,744 +148%
NSUP
253
NLB Skladi upravljanje premozenja
$880K +$800K +11,186 New
VFA
254
Valeo Financial Advisors
Indiana
$874K +$5.29K +74 +0.7%
AC
255
AlphaCore Capital
California
$865K -$38.3K -535 -5%
Fiera Capital (Canada)
256
Fiera Capital (Canada)
Quebec, Canada
$864K +$251K +3,507 +47%
CGL
257
Clarius Group LLC
Washington
$850K
TPI
258
Trust Point Inc
Wisconsin
$837K +$216K +3,018 +40%
HP
259
Havemeyer Place
Connecticut
$834K +$758K +10,597 New
FOA
260
Five Oceans Advisors
California
$815K
PWPS
261
Pinnacle Wealth Planning Services
Ohio
$808K +$10.9K +153 +2%
Invesco
262
Invesco
Georgia
$804K +$224K +3,131 +44%
BIP
263
Brandes Investment Partners
California
$801K -$2.1M -29,314 -74%
GFP
264
Gryphon Financial Partners
Ohio
$800K +$188K +2,624 +35%
PWM
265
Perigon Wealth Management
California
$798K +$405K +5,659 +126%
TW
266
Traveka Wealth
California
$795K +$358 +5 +0%
CCC
267
Chelsea Counsel Company
California
$795K
GCM
268
Gallacher Capital Management
Colorado
$794K +$2.86K +40 +0.4%
TR
269
Tepp RIA
New Jersey
$792K
William Blair & Company
270
William Blair & Company
Illinois
$786K -$31.5K -440 -4%
BF
271
Brucke Financial
Indiana
$783K +$127K +1,776 +22%
Jones Financial Companies
272
Jones Financial Companies
Missouri
$776K +$111K +1,549 +19%
RA
273
Rational Advisors
New York
$771K -$349K -4,885 -33%
WA
274
Wealthstar Advisors
Texas
$761K -$9.3K -130 -1%
SIA
275
SeaBridge Investment Advisors
New Jersey
$748K +$26.9K +376 +4%