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Name Holding Trade Value Shares
Change
Change in
Stake
STA
276
Summit Trail Advisors
New York
$542K +$47.6K +732 +11%
IAA
277
Independent Advisor Alliance
North Carolina
$542K +$37.3K +574 +8%
TPI
278
Trust Point Inc
Wisconsin
$541K +$81.3K +1,250 +20%
GFP
279
Gryphon Financial Partners
Ohio
$536K +$143K +2,205 +41%
AWM
280
AE Wealth Management
Kansas
$535K +$10.5K +162 +2%
KP
281
Keel Point
Alabama
$533K +$520 +8 +0.1%
Fiera Capital (Canada)
282
Fiera Capital (Canada)
Quebec, Canada
$531K +$122K +1,871 +33%
MSR
283
Main Street Research
Connecticut
$522K +$23.5K +361 +5%
CA
284
Crumly & Associates
Illinois
$522K -$18.9K -291 -4%
FRM
285
Fox Run Management
Connecticut
$516K +$473K +7,274 New
RA
286
Riversedge Advisors
Delaware
$513K +$54.7K +842 +13%
GQG Partners
287
GQG Partners
Florida
$513K
FIA
288
Foundations Investment Advisors
Arizona
$512K +$469K +7,208 New
MFIM
289
Mesirow Financial Investment Management
Illinois
$503K -$108K -1,664 -19%
Invesco
290
Invesco
Georgia
$503K +$2.02K +31 +0.4%
SG
291
StoneX Group
New York
$499K +$457K +7,036 New
BWP
292
BSW Wealth Partners
Colorado
$496K -$318K -4,896 -41%
CH
293
Cromwell Holdings
Wyoming
$495K
MC
294
Moors & Cabot
Massachusetts
$484K -$22K -338 -5%
CPA
295
Capital Performance Advisors
California
$480K +$69.2K +1,064 +19%
MWA
296
Medallion Wealth Advisors
Connecticut
$460K
NI
297
Natural Investments
California
$457K -$715 -11 -0.2%
AF
298
Allworth Financial
California
$451K +$62.9K +967 +18%
NWAG
299
Net Worth Advisory Group
Utah
$449K -$20.9K -322 -5%
PSP
300
Principal Street Partners
Tennessee
$443K -$406K -6,248 -50%