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Name Holding Trade Value Shares
Change
Change in
Stake
MWM
876
Mascoma Wealth Management
New Hampshire
$220K
CF
877
Cantor Fitzgerald
New York
$220K +$226K +430 New
AWM
878
Avior Wealth Management
Nebraska
$218K +$36.8K +70 +20%
CFP
879
Curran Financial Partners
South Carolina
$217K
FRM
880
Fox Run Management
Connecticut
$217K -$22.1K -42 -9%
MCCA
881
Mill Creek Capital Advisors
Pennsylvania
$215K +$221K +420 New
JSP
882
Jackson Square Partners
California
$212K +$217K +413 New
WA
883
Waddell & Associates
Tennessee
$211K +$217K +412 New
LGG
884
Luts & Greenleigh Group
Maryland
$209K +$215K +409 New
BFEC
885
Benjamin F. Edwards & Company
Missouri
$209K +$13.1K +25 +7%
SIA
886
Schear Investment Advisers
Ohio
$208K +$213K +406 New
EFH
887
Eaton Financial Holdings
Florida
$208K +$213K +406 New
FHA
888
Flagship Harbor Advisors
Massachusetts
$207K +$213K +405 New
EF
889
Empowered Funds
Pennsylvania
$206K +$212K +403 New
AA
890
Alta Advisers
United Kingdom
$205K +$52.6K +100 +33%
BEAM
891
Baker Ellis Asset Management
Washington
$205K +$210K +400 New
NHC
892
Nicholas Hoffman & Company
Georgia
$205K +$210K +400 New
FCP
893
Fidelis Capital Partners
Florida
$205K +$223K +425 New
VVP
894
Venture Visionary Partners
Ohio
$205K +$210K +399 New
AF
895
Allworth Financial
California
$204K +$7.36K +14 +4%
TFS
896
Thoroughbred Financial Services
Tennessee
$202K +$208K +396 New
FW
897
FirstPurpose Wealth
Utah
$202K +$207K +394 New
GA
898
GraniteShares Advisors
New York
$202K -$33.1K -63 -14%
IB
899
Intrust Bank
Kansas
$202K +$207K +394 New
HTC
900
Haverford Trust Company
Pennsylvania
$200K +$206K +391 New