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Name Holding Trade Value Shares
Change
Change in
Stake
William Blair & Company
326
William Blair & Company
Illinois
$310K -$203K -3,344 -36%
Cerity Partners
327
Cerity Partners
New York
$310K +$360K +5,931 New
QOP
328
Quinn Opportunity Partners
Virginia
$306K +$357K +5,893 New
AWM
329
Aspire Wealth Management
Massachusetts
$303K +$354K +5,837 New
TSWM
330
Tyler-Stone Wealth Management
Ohio
$303K +$354K +5,838 New
CAPTRUST Financial Advisors
331
CAPTRUST Financial Advisors
North Carolina
$301K -$18.2K -300 -5%
LSPW
332
Lake Street Private Wealth
Illinois
$301K +$17K +280 +5%
LHWM
333
Lake Hills Wealth Management
Texas
$297K +$348K +5,732 New
PFA
334
Paradigm Financial Advisors
Missouri
$294K -$11.8K -195 -3%
SFG
335
Summit Financial Group
West Virginia
$294K
WAM
336
Wolverine Asset Management
Illinois
$292K +$342K +5,633 New
MC
337
Moors & Cabot
Massachusetts
$291K -$580K -9,565 -63%
TC
338
Telemus Capital
Michigan
$290K +$339K +5,598 New
SC
339
Searle & Co
Connecticut
$285K +$333K +5,500 New
FTDI
340
First Trust Direct Indexing
Massachusetts
$284K +$32K +528 +11%
FA
341
Faithward Advisors
Pennsylvania
$280K -$48.5K -800 -13%
IAA
342
Independent Advisor Alliance
North Carolina
$276K +$100K +1,654 +45%
SS
343
Sunbelt Securities
Texas
$269K +$339K +5,595 New
VIA
344
Vident Investment Advisory
Georgia
$268K +$82.6K +1,363 +36%
Federated Hermes
345
Federated Hermes
Pennsylvania
$265K +$231K +3,816 +300%
US Bancorp
346
US Bancorp
Minnesota
$264K -$63.8K -1,053 -17%
IA
347
IFP Advisors
Florida
$263K -$516K -8,512 -63%
RHBC
348
R.H. Bluestein & Co
Michigan
$259K +$60.6K +1,000 +25%
JCM
349
Jacobi Capital Management
Pennsylvania
$256K +$148K +2,447 +98%
MIC
350
Meridian Investment Counsel
California
$255K +$55.2K +910 +23%