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Name Holding Trade Value Shares
Change
Change in
Stake
SLG
651
Stanley-Laman Group
Pennsylvania
$635K
PA
652
Pinnacle Associates
New York
$630K -$155K -258 -20%
FCM
653
FJ Capital Management
Virginia
$627K +$336K +560 +115%
BTWM
654
Baker Tilly Wealth Management
Wisconsin
$626K +$35.4K +59 +6%
ASN
655
Advisory Services Network
Georgia
$622K -$635K -1,059 -51%
DIA
656
Dana Investment Advisors
Wisconsin
$605K
William Blair & Company
657
William Blair & Company
Illinois
$602K -$9K -15 -1%
BA
658
Birinyi Associates
Connecticut
$600K -$154K -256 -20%
HA
659
Harbor Advisors
Florida
$600K
EWM
660
Evercore Wealth Management
New York
$599K
GC
661
Gilbert & Cook
Iowa
$590K +$40.8K +68 +7%
CCA
662
Catalyst Capital Advisors
New York
$585K -$400K -666 -41%
DAS
663
Diversify Advisory Services
Utah
$582K -$38.4K -64 -6%
PGFC
664
Peapack-Gladstone Financial Corp
New Jersey
$578K -$6.6K -11 -1%
BFS
665
Bradley Foster & Sargent
Connecticut
$578K -$54.6K -91 -9%
PP
666
Prudential plc
United Kingdom
$573K +$154K +256 +37%
MCC
667
Malaga Cove Capital
California
$572K +$6K +10 +1%
AWS
668
Atria Wealth Solutions
New York
$571K -$12K -20 -2%
BCM
669
Bourgeon Capital Management
Connecticut
$569K +$569K +948 New
PL
670
Perpetual Ltd
Australia
$566K -$547K -912 -49%
MA
671
MJP Associates
Connecticut
$557K +$21K +35 +4%
NP
672
NorthRock Partners
Minnesota
$556K -$34.2K -57 -6%
WSFS
673
Wilmington Savings Fund Society
Delaware
$556K +$4.2K +7 +0.8%
RA
674
RFG Advisory
Alabama
$551K -$96.6K -161 -15%
TAM
675
Trust Asset Management
Texas
$551K