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Name Holding Trade Value Shares
Change
Change in
Stake
PPC
226
Park Place Capital
Alabama
$540K +$6.8K +97 +1%
GCM
227
Gallacher Capital Management
Colorado
$529K +$85.5K +1,219 +20%
William Blair & Company
228
William Blair & Company
Illinois
$516K -$18K -256 -3%
RCAG
229
Rehmann Capital Advisory Group
Michigan
$516K +$88.9K +1,267 +21%
CCM
230
Coldstream Capital Management
Washington
$513K +$29.2K +417 +6%
SCA
231
Snowden Capital Advisors
New York
$512K -$57.9K -825 -10%
MOS
232
MGO One Seven
Ohio
$509K +$132K +1,876 +36%
LSA
233
Leonteq Securities AG
Switzerland
$509K +$498K +7,100 New
JIC
234
Johnson Investment Counsel
Ohio
$508K -$125K -1,783 -20%
IWM
235
IHT Wealth Management
Illinois
$507K +$1.96K +28 +0.4%
SIA
236
SkyView Investment Advisors
New Jersey
$505K
GIM
237
Glenmede Investment Management
Pennsylvania
$503K +$13.3K +190 +3%
SWP
238
Sagespring Wealth Partners
Tennessee
$494K -$45.2K -644 -9%
LFA
239
Legacy Financial Advisors
Kentucky
$491K +$481K +6,857 New
GRP
240
Global Retirement Partners
California
$491K +$14.5K +207 +3%
AWA
241
Aaron Wealth Advisors
Illinois
$490K -$13K -185 -3%
UCFA
242
United Capital Financial Advisors
Texas
$488K -$168K -2,393 -26%
JWM
243
Jeppson Wealth Management
California
$487K -$7.15K -102 -1%
IWC
244
Integrated Wealth Concepts
Massachusetts
$486K +$8.91K +127 +2%
VCM
245
Versant Capital Management
Arizona
$482K +$28.3K +403 +6%
QI
246
Qtron Investments
Massachusetts
$464K +$1.12K +16 +0.2%
BHPW
247
Beverly Hills Private Wealth
California
$463K -$14.4K -205 -3%
RCM
248
RNC Capital Management
California
$451K +$32.8K +468 +8%
Lido Advisors
249
Lido Advisors
California
$448K +$222K +3,168 +103%
MC
250
Moors & Cabot
Massachusetts
$446K +$912 +13 +0.2%