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Name Holding Trade Value Shares
Change
Change in
Stake
EMCIP
451
Ewing Morris & Co Investment Partners
Ontario, Canada
$206K +$146K +2,850 New
SWM
452
Seed Wealth Management
Illinois
$204K +$211K +4,115 New
SPIA
453
Steward Partners Investment Advisory
New York
$201K -$35.5K -694 -15%
FFM
454
Forum Financial Management
Illinois
$200K +$206K +4,035 New
CFB
455
Cullen/Frost Bankers
Texas
$175K -$1.33K -26 -0.7%
CSB
456
City State Bank
Iowa
$175K
HCM
457
Hollencrest Capital Management
California
$170K
NS
458
NBC Securities
Alabama
$161K +$166K +3,249 New
MCM
459
MAI Capital Management
Ohio
$161K -$24.5K -478 -13%
SWM
460
Spire Wealth Management
Virginia
$155K +$1.07K +21 +0.7%
BBHC
461
Brown Brothers Harriman & Co
New York
$149K -$39.8K -777 -21%
DB
462
Danske Bank
Denmark
$146K -$127K -2,489 -46%
WTA
463
Washington Trust Advisors
Massachusetts
$133K
JWA
464
JFS Wealth Advisors
Pennsylvania
$123K +$3.63K +71 +3%
HT
465
Headlands Technologies
Illinois
$120K +$123K +2,413 New
FMII
466
Farmers & Merchants Investments Inc
Nebraska
$116K
MG
467
Mather Group
Illinois
$114K -$1.89K -37 -2%
BCWM
468
Bartlett & Co Wealth Management
Ohio
$103K
EPIM
469
Evelyn Partners Investment Management
$103K
CFO
470
CVA Family Office
Colorado
$100K +$51.2K +1,000 +98%
AssetMark Inc
471
AssetMark Inc
California
$93.1K +$58.1K +1,136 +154%
VCM
472
Versant Capital Management
Arizona
$91.9K +$89.9K +1,758 +1,870%
LSA
473
Leonteq Securities AG
Switzerland
$91.6K -$484K -9,452 -84%
GC
474
Garde Capital
Washington
$89.4K +$92.1K +1,800 New
VFM
475
Vision Financial Markets
Connecticut
$89.4K +$92.1K +1,800 New