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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%
IWC
484
Integrated Wealth Concepts
Massachusetts
$249K -$112K -1,410 -30%
MG
485
Mather Group
Illinois
$249K +$74.9K +947 +41%
RIL
486
Rothschild Investment LLC
Illinois
$248K +$244K +3,086 +1,991%
CI
487
Corient IA
Florida
$247K – – –
NG
488
Norden Group
Utah
$246K -$160K -2,027 -39%
MIC
489
Meridian Investment Counsel
California
$240K -$9.02K -114 -4%
KF
490
Krilogy Financial
Missouri
$235K +$242K +3,059 New
PAW
491
Plan A Wealth
Nebraska
$234K +$241K +3,052 New
SFSG
492
Sound Financial Strategies Group
Mississippi
$231K +$9.73K +123 +4%
BCI
493
Brinker Capital Investments
Pennsylvania
$230K -$44.5K -563 -16%
Skandinaviska Enskilda Banken (SEB)
494
Skandinaviska Enskilda Banken (SEB)
Sweden
$228K -$14.9K -188 -6%
PK
495
Pflug Koory
Nebraska
$228K – – –
CAM
496
Claret Asset Management
Quebec, Canada
$227K +$234K +2,957 New
FCP
497
Fidelis Capital Partners
Florida
$227K -$7.99K -101 -3%
TFGT
498
TS Financial Group (TSFG)
Illinois
$226K – – –
CRC
499
Curi RMB Capital
Illinois
$225K +$232K +2,936 New
SWM
500
Seed Wealth Management
Illinois
$225K – – –