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Name Holding Trade Value Shares
Change
Change in
Stake
FB
376
Fulton Bank
Pennsylvania
$653K -$10.3K -35 -2%
IWC
377
Integrated Wealth Concepts
Massachusetts
$640K -$7.08K -24 -1%
AWS
378
Atria Wealth Solutions
New York
$636K +$188K +638 +51%
SC
379
Steph & Co
Wisconsin
$622K +$54.8K +186 +11%
EHAM
380
Eagle Harbor Asset Management
Washington
$616K -$13.9K -47 -2%
TCM
381
Tributary Capital Management
Nebraska
$614K -$246K -836 -31%
MCC
382
Malaga Cove Capital
California
$612K – – –
UCFA
383
United Capital Financial Advisors
Texas
$607K -$49.8K -169 -9%
DADC
384
D.A. Davidson & Co
Montana
$600K -$35.4K -120 -6%
Vanguard Personalized Indexing Management
385
Vanguard Personalized Indexing Management
California
$585K +$38.9K +132 +8%
CIBC Asset Management
386
CIBC Asset Management
Ontario, Canada
$572K -$884 -3 -0.2%
PS
387
Principal Securities
Iowa
$564K -$73.7K -250 -13%
MFIM
388
Mesirow Financial Investment Management
Illinois
$564K +$16.2K +55 +3%
CPIG
389
Chicago Partners Investment Group
Illinois
$552K -$218K -739 -29%
SIM
390
Sentry Investment Management
Wisconsin
$545K – – –
CSIC
391
Clifford Swan Investment Counsel
California
$544K – – –
GC
392
Guggenheim Capital
Illinois
$541K -$56K -190 -11%
WI
393
Wahed Invest
New York
$534K +$469K +1,590 New
MCM
394
MAI Capital Management
Ohio
$525K -$8.84K -30 -2%
PWPS
395
Pinnacle Wealth Planning Services
Ohio
$509K +$1.77K +6 +0.4%
HH
396
Hilltop Holdings
Texas
$509K +$37.7K +128 +9%
NAM
397
NorthCrest Asset Manangement
Minnesota
$507K +$11.8K +40 +3%
PCIA
398
Prime Capital Investment Advisors
Kansas
$505K +$10K +34 +2%
CB
399
Commerce Bank
Missouri
$502K -$33.9K -115 -7%
BRWA
400
B. Riley Wealth Advisors
Florida
$490K +$184K +625 +46%