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Name Holding Trade Value Shares
Change
Change in
Stake
FFM
351
Forum Financial Management
Illinois
$294K +$45.7K +801 +19%
MM
352
MQS Management
New York
$294K -$112K -1,966 -28%
KPWS
353
Kestra Private Wealth Services
Texas
$287K -$4.73K -83 -2%
SI
354
Seeds Investor
New York
$285K -$70.3K -1,233 -20%
NP
355
NorthRock Partners
Minnesota
$284K +$282K +4,950 New
CI Investments Inc
356
CI Investments Inc
Ontario, Canada
$283K -$30K -526 -10%
OC
357
Oppenheimer & Co
New York
$281K -$32.9K -576 -11%
LSV Asset Management
358
LSV Asset Management
Illinois
$281K +$280K +4,900 New
Fidelity International
359
Fidelity International
Bermuda
$281K
MFAM
360
Motley Fool Asset Management
Virginia
$279K -$3.82K -67 -1%
CPIG
361
Chicago Partners Investment Group
Illinois
$274K +$272K +4,777 New
RCM
362
Requisite Capital Management
Texas
$271K +$270K +4,729 New
FSC
363
Full Sail Capital
Oklahoma
$268K +$267K +4,676 New
AWM
364
Aprio Wealth Management
Georgia
$264K +$7.99K +140 +3%
DS
365
DRW Securities
Illinois
$262K +$261K +4,581 New
TCA
366
Transcend Capital Advisors
New Jersey
$262K +$260K +4,557 New
HWM
367
HB Wealth Management
Georgia
$261K +$259K +4,545 New
VCM
368
Voleon Capital Management
California
$255K +$254K +4,448 New
SHGA
369
Sand Hill Global Advisors
California
$254K
AWM
370
AE Wealth Management
Kansas
$253K -$7.07K -124 -3%
CWM
371
Chemistry Wealth Management
New York
$250K
FFA
372
Farther Finance Advisors
California
$249K +$456 +8 +0.2%
WP
373
Westmount Partners
California
$246K
BFO
374
Boston Family Office
Massachusetts
$241K
MC
375
Moors & Cabot
Massachusetts
$238K