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Name Holding Trade Value Shares
Change
Change in
Stake
CSPIA
376
Cary Street Partners Investment Advisory
Virginia
$7.4K
VWM
377
Venturi Wealth Management
Texas
$6.95K +$7.5K +139 New
WTC
378
WhitTier Trust Company
Nevada
$6.84K
FFA
379
Farther Finance Advisors
California
$6.65K
CCP
380
Carmel Capital Partners
California
$6.25K +$6.75K +125 New
GKIM
381
GW&K Investment Management
Massachusetts
$6K +$7.02K +130 New
SFG
382
Steward Financial Group
Texas
$6K +$7.29K +135 New
PMFA
383
Plante Moran Financial Advisors
Michigan
$6K
GI
384
Gradient Investments
Minnesota
$5.8K
EARNEST Partners
385
EARNEST Partners
Georgia
$5.45K
FRA
386
Front Row Advisors
California
$5.15K -$162 -3 -3%
Bessemer Group
387
Bessemer Group
New Jersey
$5K -$4.75K -88 -46%
HBW
388
Hazlett, Burt & Watson
West Virginia
$5K
IFAM
389
Institutional & Family Asset Management
Colorado
$5K
NCM
390
Northwest Capital Management
Oregon
$5K
PWMG
391
Prestige Wealth Management Group
New Jersey
$5K
BIA
392
Bell Investment Advisors
California
$5K +$2.86K +53 +113%
CWM
393
CarsonAllaria Wealth Management
Illinois
$4.5K
HGERS
394
Householder Group Estate & Retirement Specialist
Arizona
$4.45K +$4.8K +89 New
AWM
395
Avior Wealth Management
Nebraska
$4.4K
Legacy Financial Group (Iowa)
396
Legacy Financial Group (Iowa)
Iowa
$4.4K +$4.75K +88 New
TIM
397
Tortoise Investment Management
New York
$4.35K
GCM
398
Gables Capital Management
Florida
$4.1K
OP
399
ORG Partners
Indiana
$4K +$4.32K +80 New
S
400
SignatureFD
Georgia
$3.9K -$1.56K -29 -27%