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Name Holding Trade Value Shares
Change
Change in
Stake
I
426
InceptionR
California
$831K +$766K +4,399 New
VI
427
Vestcor Inc
New Brunswick, Canada
$828K +$273K +1,569 +56%
ST
428
Somerset Trust
Pennsylvania
$823K +$95.2K +547 +14%
CFO
429
Callan Family Office
Pennsylvania
$823K +$71.4K +410 +10%
LWMM
430
Legacy Wealth Management (Mississippi)
Mississippi
$819K
CIBC World Market
431
CIBC World Market
Ontario, Canada
$807K +$143K +822 +24%
MGP
432
Metis Global Partners
California
$805K -$471K -2,708 -39%
UB
433
UMB Bank
Missouri
$802K +$29.9K +172 +4%
JWCA
434
J.W. Cole Advisors
Florida
$802K +$85.6K +492 +13%
SC
435
Savant Capital
Illinois
$795K -$52.7K -303 -7%
SDIC
436
South Dakota Investment Council
South Dakota
$794K
CIA
437
Citadel Investment Advisory
Ohio
$789K -$33.1K -190 -4%
KPWS
438
Kestra Private Wealth Services
Texas
$781K -$154K -884 -18%
AF
439
Abound Financial
California
$780K
GWMR
440
GC Wealth Management RIA
Massachusetts
$778K +$415K +2,387 +138%
PTC
441
Philadelphia Trust Company
Pennsylvania
$777K
NMIMC
442
Northwestern Mutual Investment Management Company
Wisconsin
$772K -$3.13K -18 -0.4%
FDCDDQ
443
Federation des caisses Desjardins du Quebec
Quebec, Canada
$772K +$128K +738 +22%
BCM
444
Bayesian Capital Management
New York
$769K -$1.06M -6,100 -60%
CCM
445
Coldstream Capital Management
Washington
$761K +$20K +115 +3%
HGA
446
Hobbs Group Advisors
South Carolina
$760K -$62.7K -360 -8%
CA
447
Cullinan Associates
Kentucky
$756K
Kovitz Investment Group Partners
448
Kovitz Investment Group Partners
Illinois
$749K +$360K +2,066 +109%
AFW
449
Avantra Family Wealth
Pennsylvania
$749K +$3.48K +20 +0.5%
PCA
450
Pallas Capital Advisors
Massachusetts
$743K +$44.2K +254 +7%