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Name Holding Trade Value Shares
Change
Change in
Stake
Kovitz Investment Group Partners
451
Kovitz Investment Group Partners
Illinois
$365K +$372K +3,629 New
NWAG
452
Net Worth Advisory Group
Utah
$361K +$1.44K +14 +0.4%
CCM
453
Coldstream Capital Management
Washington
$358K -$9.23K -90 -2%
TC
454
TwinBeech Capital
New York
$354K +$360K +3,514 New
GI
455
GAMMA Investing
California
$350K +$56.8K +554 +19%
WPC
456
Wedmont Private Capital
Pennsylvania
$344K +$9.84K +96 +3%
HWM
457
HB Wealth Management
Georgia
$343K -$4.1K -40 -1%
ACIM
458
Azimuth Capital Investment Management
Michigan
$343K
SFA
459
Sequoia Financial Advisors
Ohio
$341K -$169K -1,648 -33%
WIA
460
World Investment Advisors
California
$340K +$30K +293 +9%
MIC
461
Meridian Investment Counsel
California
$337K
OP
462
ORG Partners
Indiana
$337K +$109K +1,068 +47%
CF
463
Copperwynd Financial
Arizona
$336K +$1.95K +19 +0.6%
GFM
464
GF Fund Management
China
$335K +$342K +3,333 New
PWG
465
Portside Wealth Group
Utah
$329K +$29.1K +284 +10%
PK
466
Pflug Koory
Nebraska
$322K -$1.23K -12 -0.4%
QAM
467
Q3 Asset Management
Michigan
$320K +$327K +3,188 New
EM
468
ELCO Management
New York
$319K -$47K -458 -13%
UFF
469
USA Financial Formulas
Michigan
$318K -$42.2K -412 -12%
OFS
470
OneAscent Financial Services
Alabama
$317K -$77.4K -755 -19%
CI Investments Inc
471
CI Investments Inc
Ontario, Canada
$317K +$43.2K +421 +15%
HRCM
472
Hood River Capital Management
Florida
$315K +$180K +1,753 +127%
EWA
473
ERTS Wealth Advisors
Michigan
$308K +$718 +7 +0.2%
BWP
474
BSW Wealth Partners
Colorado
$307K +$5.95K +58 +2%
HAG
475
HighPoint Advisor Group
Illinois
$306K -$10.5K -102 -3%