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Name Holding Trade Value Shares
Change
Change in
Stake
ECM
476
Everence Capital Management
Indiana
$314K +$312K +1,530 New
PFBT
477
Parkside Financial Bank & Trust
Missouri
$311K -$30.6K -150 -9%
CSWM
478
Cassady Schiller Wealth Management
Ohio
$309K +$1.22K +6 +0.4%
VWM
479
Venturi Wealth Management
Texas
$306K -$62.5K -307 -17%
SOW
480
State of Wyoming
Wyoming
$302K +$7.94K +39 +3%
FFP
481
FourThought Financial Partners
Florida
$302K -$2.44K -12 -0.8%
LOIM
482
Liberty One Investment Management
Illinois
$302K +$20.2K +99 +7%
IAIM
483
International Assets Investment Management
Florida
$300K -$40.3K -198 -12%
CGH
484
Crossmark Global Holdings
Texas
$298K -$28.1K -138 -9%
HBT
485
Heartland Bank & Trust
Illinois
$297K -$12K -59 -4%
IMCOOI
486
Investment Management Corp of Ontario (IMCO)
Canada
$297K -$40.7K -200 -12%
Mercer Global Advisors
487
Mercer Global Advisors
Colorado
$297K -$63.1K -310 -18%
Capstone Investment Advisors
488
Capstone Investment Advisors
New York
$297K -$185K -907 -39%
CAM
489
Claret Asset Management
Quebec, Canada
$288K +$1.83K +9 +0.6%
DAS
490
Diversify Advisory Services
Utah
$288K -$23.8K -117 -8%
PW
491
PUREfi Wealth
Massachusetts
$287K +$286K +1,402 New
BRWA
492
B. Riley Wealth Advisors
Florida
$286K -$1.63K -8 -0.6%
IWC
493
Integrated Wealth Concepts
Massachusetts
$286K +$32.4K +159 +13%
JC
494
JBGlobal.com
New York
$285K +$284K +1,392 New
AFCM
495
Applied Finance Capital Management
Puerto Rico
$280K
KWM
496
Kingsview Wealth Management
Oregon
$280K -$189K -929 -41%
AWS
497
Atria Wealth Solutions
New York
$278K -$420K -2,061 -60%
BCM
498
Bayesian Capital Management
New York
$276K -$1.38M -6,752 -83%
CIAS
499
Capital Investment Advisory Services
North Carolina
$276K
WB
500
WesBanco Bank
West Virginia
$275K +$6.11K +30 +2%