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Name Holding Trade Value Shares
Change
Change in
Stake
PE
626
PCM Encore
Colorado
$213K +$211K +13,241 New
CW
627
CreativeOne Wealth
Kansas
$212K -$51.7K -3,240 -20%
CNBT
628
Canandaigua National Bank & Trust
New York
$210K -$468K -29,331 -69%
William Blair & Company
629
William Blair & Company
Illinois
$208K +$45K +2,816 +28%
FCG
630
Fielder Capital Group
Tennessee
$208K +$207K +12,953 New
AGM
631
Alpine Global Management
New York
$203K +$202K +12,621 New
WSA
632
Wealth Science Advisors
Georgia
$202K +$201K +12,557 New
S
633
SignatureFD
Georgia
$201K +$16.7K +1,044 +9%
WANY
634
Wealthspire Advisors (New York)
New York
$201K +$158K +9,901 +377%
SW
635
Simplicity Wealth
New Jersey
$199K +$198K +12,379 New
AIM
636
Athena Investment Management
California
$198K
SCM
637
Shelton Capital Management
Colorado
$195K
WIA
638
World Investment Advisors
California
$194K -$5.77K -361 -3%
HWM
639
HBE Wealth Management
Nebraska
$191K +$190K +11,869 New
AWM
640
Apollon Wealth Management
South Carolina
$191K +$189K +11,855 New
NCM
641
Northside Capital Management
Oregon
$190K
CCWM
642
Cassaday & Co Wealth Management
Virginia
$189K
OIAM
643
OFI Invest Asset Management
France
$187K -$342K -21,387 -61%
QT
644
Quantbot Technologies
New York
$186K +$185K +11,583 New
FMI
645
Frec Markets Inc
California
$186K +$185K +11,578 New
KPWS
646
Kestra Private Wealth Services
Texas
$184K -$46.7K -2,925 -20%
WC
647
Waterloo Capital
Texas
$184K +$183K +11,427 New
CSW
648
Cogent Strategic Wealth
Illinois
$179K +$192K +12,000 New
FWP
649
Falcon Wealth Planning
California
$179K +$178K +11,140 New
TFIPS
650
Towarzystwo Funduszy Inwestycyjnych PZU SA
$178K +$19.2K +1,200 +12%