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Name Holding Trade Value Shares
Change
Change in
Stake
William Blair & Company
476
William Blair & Company
Illinois
$309K +$44K +471 +19%
TFGT
477
TS Financial Group (TSFG)
Illinois
$303K +$654 +7 +0.2%
BWP
478
BSW Wealth Partners
Colorado
$302K -$7.19K -77 -3%
SWM
479
Seed Wealth Management
Illinois
$301K
MPM
480
MBB Public Markets
Illinois
$300K -$61.2K -656 -18%
HCA
481
Harbour Capital Advisors
Virginia
$299K -$11.7K -125 -4%
OFS
482
OneAscent Financial Services
Alabama
$296K +$10.4K +111 +4%
IIC
483
Integrated Investment Consultants
Michigan
$295K +$268K +2,872 New
AS
484
Altshuler Shaham
Israel
$290K
OWM
485
OneAscent Wealth Management
Alabama
$289K +$44.8K +480 +21%
GWAM
486
Guardian Wealth Advisors (Minnesota)
Minnesota
$287K -$1.31K -14 -0.5%
CF
487
Copperwynd Financial
Arizona
$287K +$16K +171 +7%
PTC
488
Petrus Trust Company
Texas
$286K -$157K -1,679 -38%
Jones Financial Companies
489
Jones Financial Companies
Missouri
$286K +$98.1K +1,051 +61%
LA
490
LVW Advisors
New York
$285K -$11.7K -125 -4%
FAFN
491
First Affirmative Financial Network
Colorado
$282K -$4.86K -52 -2%
CI
492
CX Institutional
Indiana
$281K -$1.12K -12 -0.4%
HAG
493
HighPoint Advisor Group
Illinois
$278K -$13.3K -142 -5%
A
494
Allianz
Germany
$278K -$120K -1,280 -32%
BRWA
495
B. Riley Wealth Advisors
Florida
$276K +$251K +2,691 New
BFA
496
Bill Few Associates
Pennsylvania
$275K -$26.1K -280 -9%
FMLI
497
Fukoku Mutual Life Insurance
Japan
$275K -$21.4K -229 -8%
SOW
498
State of Wyoming
Wyoming
$268K -$310K -3,318 -56%
OAM
499
Oppenheimer Asset Management
New York
$261K -$9.62K -103 -4%
BONH
500
Bank of New Hampshire
New Hampshire
$261K