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Name Holding Trade Value Shares
Change
Change in
Stake
William Blair Investment Management
576
William Blair Investment Management
Illinois
$397K +$416K +1,973 New
MC
577
Montag & Caldwell
Georgia
$395K -$367K -1,738 -47%
ACA
578
Aptus Capital Advisors
Alabama
$393K +$411K +1,948 +38,960%
CW
579
Connectus Wealth
Ohio
$387K -$65K -308 -14%
AWS
580
Atria Wealth Solutions
New York
$385K -$47.9K -227 -11%
UIA
581
Ulland Investment Advisors
Minnesota
$383K -$119K -565 -23%
IWC
582
Integrated Wealth Concepts
Massachusetts
$383K -$23.6K -112 -6%
AIMCA
583
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$382K -$223K -1,057 -36%
KTA
584
Keeley-Teton Advisors
Illinois
$381K -$71.7K -340 -15%
SCP
585
Shorepoint Capital Partners
Massachusetts
$377K -$637K -3,020 -62%
PA
586
Parallel Advisors
California
$374K -$66.4K -315 -14%
VCA
587
Verdence Capital Advisors
Maryland
$370K +$388K +1,839 New
GHAM
588
Gilman Hill Asset Management
Connecticut
$368K -$63.3K -300 -14%
WWP
589
WR Wealth Planners
Missouri
$367K +$63.3K +300 +20%
GWANC
590
Guardian Wealth Advisors (North Carolina)
North Carolina
$367K +$385K +1,824 New
AC
591
Arjuna Capital
North Carolina
$366K -$48.9K -232 -11%
CWM
592
Compass Wealth Management
Connecticut
$356K -$116K -552 -24%
TMAM
593
Tokio Marine Asset Management
Japan
$354K -$35.4K -168 -9%
EWA
594
EverSource Wealth Advisors
Alabama
$348K -$94.1K -446 -20%
PWW
595
Pettyjohn Wood & White
Virginia
$343K -$58.8K -279 -14%
JCIA
596
Jackson Creek Investment Advisors
Colorado
$339K -$80.6K -382 -18%
VI
597
Vestcor Inc
New Brunswick, Canada
$337K -$170K -807 -33%
RWA
598
Ropes Wealth Advisors
Massachusetts
$337K -$61.4K -291 -15%
RWA
599
River Wealth Advisors
Pennsylvania
$336K -$188K -891 -35%
IAA
600
Independent Advisor Alliance
North Carolina
$333K -$62.2K -295 -15%