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Name Holding Trade Value Shares
Change
Change in
Stake
UB
301
UMB Bank
Missouri
$568K +$21.1K +1,258 +5%
CPIG
302
Chicago Partners Investment Group
Illinois
$568K -$70.1K -4,190 -13%
FDP
303
Financiere des Professionnels
Quebec, Canada
$564K
HWM
304
HB Wealth Management
Georgia
$559K +$425K +25,383 New
MSFS
305
Main Street Financial Solutions
Pennsylvania
$552K +$6.79K +406 +2%
PPW
306
Parcion Private Wealth
Washington
$542K +$101K +6,058 +33%
AAM
307
Advisors Asset Management
Colorado
$541K +$42.1K +2,514 +11%
ICA
308
Infrastructure Capital Advisors
New York
$539K +$441K +26,342 New
TCA
309
Transcend Capital Advisors
New Jersey
$525K +$49.6K +2,962 +14%
SGAM
310
Smith Group Asset Management
Texas
$519K -$16.7K -1,000 -4%
Jones Financial Companies
311
Jones Financial Companies
Missouri
$517K +$36.2K +2,162 +10%
KCP
312
Kera Capital Partners
California
$516K +$87.6K +5,236 +29%
SPA
313
Sherbrooke Park Advisers
New York
$515K -$718K -42,926 -65%
LSV Asset Management
314
LSV Asset Management
Illinois
$515K +$392K +23,400 New
WA
315
Waddell & Associates
Tennessee
$515K +$21.7K +1,298 +6%
CPW
316
Catalyst Private Wealth
California
$510K -$223K -13,331 -37%
WWC
317
Waypoint Wealth Counsel
Georgia
$508K -$301 -18 -0.1%
Pathstone Holdings
318
Pathstone Holdings
New Jersey
$504K +$383K +22,896 New
National Bank of Canada
319
National Bank of Canada
Quebec, Canada
$498K -$2.68M -160,181 -88%
ORG
320
Optimist Retirement Group
Washington
$490K +$42.3K +2,529 +13%
AB
321
Amalgamated Bank
New York
$477K +$8.94K +534 +3%
RWP
322
RWA Wealth Partners
Massachusetts
$475K +$1.25K +75 +0.3%
STA
323
Summit Trail Advisors
New York
$472K -$198K -11,848 -36%
GCM
324
Graham Capital Management
Connecticut
$471K -$1.18M -70,562 -77%
URS
325
Utah Retirement Systems
Utah
$463K