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Name Holding Trade Value Shares
Change
Change in
Stake
SDWMA
551
Schneider Downs Wealth Management Advisors
Pennsylvania
$217K – – –
KCP
552
Kera Capital Partners
California
$217K +$7.29K +1 +3%
PFM
553
Patton Fund Management
Texas
$217K +$21.9K +3 +10%
WIM
554
WealthPlan Investment Management
Nebraska
$217K +$36.4K +5 +18%
William Blair & Company
555
William Blair & Company
Illinois
$217K +$241K +33 New
Baird Financial Group
556
Baird Financial Group
Wisconsin
$211K -$14.6K -2 -6%
NW
557
NewEdge Wealth
Pennsylvania
$204K -$80.2K -11 -26%
PP
558
Prudential plc
United Kingdom
$204K – – –
CAM
559
Cidel Asset Management
Ontario, Canada
$204K +$226K +31 New
SWM
560
Spire Wealth Management
Virginia
$198K -$160K -22 -42%
HFS
561
Hughes Financial Services
Virginia
$198K +$14.6K +2 +7%
BCWM
562
Bartlett & Co Wealth Management
Ohio
$190K – – –
ACA
563
American Capital Advisory
Idaho
$171K – – –
BA
564
Bard Associates
Illinois
$171K +$168K +23 +767%
FAM
565
Fulcrum Asset Management
United Kingdom
$162K -$21.9K -3 -11%
WTC
566
WhitTier Trust Company
Nevada
$148K +$109K +15 +214%
AA
567
Ancora Advisors
Ohio
$138K -$14.6K -2 -9%
NS
568
NBC Securities
Alabama
$132K – – –
BC
569
Bayforest Capital
United Kingdom
$125K -$14.6K -2 -10%
FFA
570
Farther Finance Advisors
California
$107K +$29.2K +4 +33%
BBPWM
571
Blue Bell Private Wealth Management
Pennsylvania
$105K – – –
MG
572
Mather Group
Illinois
$105K +$117K +16 New
CAL
573
Capital Advisors Ltd
Ohio
$99K +$7.29K +1 +7%
MCM
574
MV Capital Management
Maryland
$98.8K +$43.7K +6 +67%
PFBT
575
Parkside Financial Bank & Trust
Missouri
$98.8K +$43.7K +6 +67%