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Name Holding Trade Value Shares
Change
Change in
Stake
WPA
601
West Paces Advisors
Georgia
$655K -$1.84K -13 -0.3%
IWC
602
Integrated Wealth Concepts
Massachusetts
$655K +$23.1K +163 +3%
CCIA
603
Campbell & Co Investment Adviser
Maryland
$654K +$399K +2,821 +141%
OFS
604
OneAscent Financial Services
Alabama
$652K -$46.3K -327 -6%
SS
605
Sunbelt Securities
Texas
$646K +$308K +2,175 +84%
JFGIW
606
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$644K -$1.71M -12,056 -72%
CBOR
607
Community Bank of Raymore
Missouri
$643K
GFPC
608
Global Financial Private Client
Florida
$634K +$663K +4,683 New
AF
609
Apexium Financial
Texas
$634K
SWA
610
Stratos Wealth Advisors
Ohio
$633K +$566 +4 +0.1%
CFG
611
Citizens Financial Group
Rhode Island
$631K -$67.2K -475 -9%
CAM
612
Cidel Asset Management
Ontario, Canada
$630K +$21.5K +152 +3%
CCM
613
Coldstream Capital Management
Washington
$627K +$146K +1,031 +29%
BW
614
BIP Wealth
Georgia
$626K +$2.97K +21 +0.5%
CFO
615
Callan Family Office
Pennsylvania
$623K -$42K -297 -6%
BWS
616
Buck Wealth Strategies
Colorado
$619K +$413K +2,915 +176%
AFCM
617
Applied Finance Capital Management
Puerto Rico
$618K -$191K -1,348 -23%
JCM
618
Jacobi Capital Management
Pennsylvania
$617K +$1.84K +13 +0.3%
WA1
619
Wimmer Associates 1
California
$615K
Arrowstreet Capital
620
Arrowstreet Capital
Massachusetts
$614K +$642K +4,537 New
QC
621
Quantessence Capital
New York
$614K +$642K +4,532 New
WAP
622
Wealthcare Advisory Partners
Pennsylvania
$603K +$369K +2,610 +142%
PCA
623
Pallas Capital Advisors
Massachusetts
$599K +$2.12K +15 +0.3%
A
624
AlphaQuest
New York
$598K +$289K +2,042 +86%
MSE
625
MUFG Securities EMEA
United Kingdom
$595K +$525K +3,711 +544%