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Name Holding Trade Value Shares
Change
Change in
Stake
WFS
776
Walker Financial Services
Kentucky
$372K
WPA
777
West Paces Advisors
Georgia
$368K
RSWM
778
Robertson Stephens Wealth Management
California
$367K +$1.41K +3 +0.4%
IPW
779
Impact Partnership Wealth
Georgia
$366K +$83.7K +178 +31%
MCM
780
Manchester Capital Management
Vermont
$365K +$1.88K +4 +0.5%
PIMJS
781
PKO Investment Management Joint-Stock
Poland
$365K -$470K -1,000 -57%
WMA
782
Wealth Management Associates
New Jersey
$362K +$51.7K +110 +17%
MCM
783
MAI Capital Management
Ohio
$362K -$45.6K -97 -12%
BA
784
Bristlecone Advisors
Washington
$361K -$1.41K -3 -0.4%
FIM
785
Freedom Investment Management
Connecticut
$360K -$133K -283 -28%
MA
786
Mutual Advisors
Nebraska
$356K -$470 -1 -0.1%
BBHC
787
Brown Brothers Harriman & Co
New York
$356K
VIA
788
Virtus Investment Advisers
Connecticut
$354K -$39.9K -85 -10%
BSW
789
Buckingham Strategic Wealth
Missouri
$353K -$4.7K -10 -1%
AA
790
ALPS Advisors
Colorado
$350K +$338K +720 New
SIM
791
Sentry Investment Management
Wisconsin
$350K -$54K -115 -14%
PA
792
Pinnacle Associates
New York
$350K -$44.2K -94 -12%
HW
793
Hancock Whitney
Mississippi
$349K +$7.05K +15 +2%
H
794
HoyleCohen
California
$345K
QP
795
Quilter Plc
United Kingdom
$344K
PA
796
Procyon Advisors
Connecticut
$342K +$74.3K +158 +29%
LIA
797
Luken Investment Analytics
Tennessee
$341K
JFGIW
798
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$340K +$25.4K +54 +8%
AG
799
AIA Group
Hong Kong
$340K +$328K +698 New
MAG
800
MRA Advisory Group
New Jersey
$337K +$58.7K +125 +22%