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Name Holding Trade Value Shares
Change
Change in
Stake
MHIC
476
Marble Harbor Investment Counsel
Massachusetts
$263K -$51.4K -650 -16%
PI
477
PFG Investments
New York
$262K -$791 -10 -0.3%
BWP
478
BSW Wealth Partners
Colorado
$261K -$37.4K -473 -12%
FPAS
479
Focus Partners Advisor Solutions
Missouri
$260K +$269K +3,396 New
William Blair & Company
480
William Blair & Company
Illinois
$259K +$83.7K +1,058 +46%
DIA
481
Dana Investment Advisors
Wisconsin
$257K +$265K +3,353 New
GWP
482
Gen-Wealth Partners
Michigan
$256K -$29.7K -375 -10%
AG
483
AlTi Global
New York
$253K +$6.57K +83 +3%
MG
484
Mather Group
Illinois
$249K +$74.9K +947 +41%
RIL
485
Rothschild Investment LLC
Illinois
$248K +$244K +3,086 +1,991%
CI
486
Corient IA
Florida
$247K
NG
487
Norden Group
Utah
$246K -$160K -2,027 -39%
MIC
488
Meridian Investment Counsel
California
$240K -$9.02K -114 -4%
KF
489
Krilogy Financial
Missouri
$235K +$242K +3,059 New
PAW
490
Plan A Wealth
Nebraska
$234K +$241K +3,052 New
SFSG
491
Sound Financial Strategies Group
Mississippi
$231K +$9.73K +123 +4%
BCI
492
Brinker Capital Investments
Pennsylvania
$230K -$44.5K -563 -16%
Skandinaviska Enskilda Banken (SEB)
493
Skandinaviska Enskilda Banken (SEB)
Sweden
$228K -$14.9K -188 -6%
PK
494
Pflug Koory
Nebraska
$228K
CAM
495
Claret Asset Management
Quebec, Canada
$227K +$234K +2,957 New
FCP
496
Fidelis Capital Partners
Florida
$227K -$7.99K -101 -3%
TFGT
497
TS Financial Group (TSFG)
Illinois
$226K
CRC
498
Curi RMB Capital
Illinois
$225K +$232K +2,936 New
SWM
499
Seed Wealth Management
Illinois
$225K
EWA
500
EverSource Wealth Advisors
Alabama
$221K -$90.3K -1,142 -28%