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Name Holding Trade Value Shares
Change
Change in
Stake
ECM
626
Evergreen Capital Management
Washington
$862K +$2.01K +11 +0.3%
AM
627
AGF Management
Ontario, Canada
$856K -$134K -733 -14%
MWM
628
Moran Wealth Management
Florida
$855K +$6.03K +33 +0.8%
CSPIA
629
Cary Street Partners Investment Advisory
Virginia
$853K -$357K -1,956 -31%
FPAS
630
Focus Partners Advisor Solutions
Missouri
$850K +$451K +2,468 +135%
MOS
631
MGO One Seven
Ohio
$845K -$341K -1,867 -30%
SPC
632
Spirepoint Private Client
Florida
$839K +$775K +4,240 New
HI
633
Horizon Investments
North Carolina
$838K -$6.95K -38 -0.9%
KI
634
Kapitalo Investimentos
Brazil
$836K +$506K +2,771 +191%
MCM
635
Manchester Capital Management
Vermont
$811K +$548 +3 +0.1%
FFM
636
Forum Financial Management
Illinois
$810K +$2.92K +16 +0.4%
IFWM
637
Institute for Wealth Management
Colorado
$806K +$366 +2 +0%
FWCM
638
Ferguson Wellman Capital Management
Oregon
$804K
AAP
639
Arax Advisory Partners
Colorado
$802K +$3.65K +20 +0.5%
RDWM
640
Red Door Wealth Management
Tennessee
$800K
OAM
641
Ostrum Asset Management
France
$799K +$451K +2,466 +157%
V
642
VeraBank
Texas
$797K
WPW
643
Waldron Private Wealth
Pennsylvania
$797K +$185K +1,010 +33%
BCM
644
Bienville Capital Management
New York
$794K
NAM
645
NTV Asset Management
West Virginia
$792K +$183K +1,000 +33%
WS
646
Wedbush Securities
California
$788K +$416K +2,275 +133%
MPPW
647
Mitchell & Pahl Private Wealth
Oklahoma
$788K -$3.11K -17 -0.4%
XT
648
XTX Topco
Cayman Islands
$786K +$726K +3,972 New
HSA
649
HBK Sorce Advisory
Pennsylvania
$785K +$83.9K +459 +13%
BB
650
Burford Brothers
Texas
$784K +$297K +1,623 +69%