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Name Holding Trade Value Shares
Change
Change in
Stake
JIC
601
Johnson Investment Counsel
Ohio
$292K +$277K +3,320 New
WA
602
WESPAC Advisors
California
$289K +$275K +3,288 New
RCM
603
Requisite Capital Management
Texas
$286K -$41.8K -500 -13%
MSFS
604
Main Street Financial Solutions
Pennsylvania
$281K +$267K +3,200 New
JWCA
605
J.W. Cole Advisors
Florida
$274K -$234K -2,799 -47%
CCA
606
Checchi Capital Advisers
California
$273K -$128K -1,533 -33%
AF
607
Advisornet Financial
Minnesota
$273K -$7.1K -85 -3%
SPIA
608
Steward Partners Investment Advisory
New York
$268K +$162K +1,945 +177%
AIS
609
AM Investment Strategies
Tennessee
$267K -$3.34K -40 -1%
SBH
610
Segall Bryant & Hamill
Illinois
$265K +$252K +3,016 New
SW
611
SkyOak Wealth
Michigan
$264K – – –
CST
612
Charles Schwab Trust
Nevada
$264K +$251K +3,000 New
FCM
613
Firestone Capital Management
Florida
$264K +$251K +3,000 New
ACH
614
ArrowMark Colorado Holdings
Colorado
$255K – – –
WSTAM
615
Wilbanks Smith & Thomas Asset Management
Virginia
$255K +$242K +2,902 New
FTDI
616
First Trust Direct Indexing
Massachusetts
$255K +$242K +2,903 New
William Blair & Company
617
William Blair & Company
Illinois
$250K +$12.9K +154 +6%
WWM
618
Western Wealth Management
Colorado
$248K +$236K +2,823 New
AWS
619
AJ Wealth Strategies
New York
$246K – – –
ST
620
Smithfield Trust
Pennsylvania
$242K – – –
MA
621
Mutual Advisors
Nebraska
$240K +$228K +2,735 New
OWM
622
OneAscent Wealth Management
Alabama
$238K +$226K +2,705 New
LSPW
623
Lake Street Private Wealth
Illinois
$233K +$221K +2,650 New
VWA
624
Visionary Wealth Advisors
Illinois
$231K -$668 -8 -0.3%
ECM
625
Evergreen Capital Management
Washington
$231K +$220K +2,631 New