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Name Holding Trade Value Shares
Change
Change in
Stake
BCM
601
BCK Capital Management
Connecticut
$659K -$1.83M -82,500 -75%
XF
602
XML Financial
Maryland
$655K
HI
603
Humankind Investments
New York
$653K +$23.2K +1,049 +4%
IF
604
Intrua Financial
Texas
$652K +$164K +7,386 +37%
PCM
605
Parsons Capital Management
Rhode Island
$652K -$571K -25,795 -49%
AWS
606
Atria Wealth Solutions
New York
$648K +$194K +8,765 +48%
SBH
607
Segall Bryant & Hamill
Illinois
$644K +$101K +4,582 +21%
AF
608
Allworth Financial
California
$638K -$222K -10,020 -26%
MAS
609
Meeder Advisory Services
Ohio
$629K +$84.8K +3,829 +17%
SFA
610
Sequoia Financial Advisors
Ohio
$622K -$74.3K -3,356 -11%
GSEP
611
Golden State Equity Partners
California
$617K +$1.82K +82 +0.3%
TG
612
TCW Group
California
$616K +$30.5K +1,378 +6%
KJWM
613
Kiley Juergens Wealth Management
Washington
$613K -$34.3K -1,550 -6%
WC
614
Waterloo Capital
Texas
$612K +$266K +12,008 +89%
DWT
615
Dorsey & Whitney Trust
South Dakota
$611K -$72.2K -3,262 -11%
GM
616
GeoWealth Management
Illinois
$610K +$514K +23,214 +1,037%
MEG
617
Millstone Evans Group
Colorado
$603K -$28.4K -1,284 -5%
PL
618
Perpetual Ltd
Australia
$599K -$4.07K -184 -0.7%
BF
619
BOK Financial
Oklahoma
$597K +$66 +3 +0%
SW
620
SVB Wealth
Massachusetts
$595K +$53.6K +2,423 +11%
CPSAC
621
Chas P. Smith & Associates (CPS)
Florida
$594K -$76.4K -3,449 -12%
GI
622
GAMMA Investing
California
$594K +$137K +6,169 +33%
FHA
623
First Horizon Advisors
Tennessee
$592K -$7.97K -360 -1%
WF
624
Welch & Forbes
Massachusetts
$589K +$4.56K +206 +0.8%
AAM
625
Auxier Asset Management
Oregon
$585K -$2.3K -104 -0.4%