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Name Holding Trade Value Shares
Change
Change in
Stake
DI
526
Diligent Investors
California
$649K
BFG
527
Berger Financial Group
Minnesota
$644K -$2.35K -8 -0.4%
GDP
528
Great Diamond Partners
Maine
$634K -$68.2K -232 -10%
FNT
529
First Nebraska Trust
Nebraska
$631K -$6.76K -23 -1%
HGWM
530
Horst & Graben Wealth Management
Oregon
$608K
VAS
531
Vestmark Advisory Solutions
Massachusetts
$608K +$32.3K +110 +6%
RJT
532
Raymond James Trust
Florida
$606K -$19.4K -66 -3%
William Blair & Company
533
William Blair & Company
Illinois
$605K -$210K -715 -26%
SCA
534
Snowden Capital Advisors
New York
$602K +$22.3K +76 +4%
CM
535
Cercano Management
Washington
$599K
IFG
536
Independent Financial Group
California
$599K +$96.7K +329 +20%
GT
537
Greenleaf Trust
Michigan
$596K +$53.8K +183 +10%
CIA
538
Capital Investment Advisors
Georgia
$590K +$1.18K +4 +0.2%
GCMG
539
Gyroscope Capital Management Group
Florida
$588K +$87.6K +298 +18%
AIP
540
Ameritas Investment Partners
Nebraska
$588K
SFS
541
Strategic Financial Services
New York
$588K +$29.4K +100 +5%
FFA
542
First Foundation Advisors
California
$584K -$32.3K -110 -5%
EMG
543
ETF Managers Group
New Jersey
$582K +$8.23K +28 +1%
USCWA
544
U.S. Capital Wealth Advisors
Texas
$581K
FMAEN1
545
Fund Management at Engine No 1
California
$580K +$52.3K +178 +10%
KIA
546
KCM Investment Advisors
California
$576K -$67K -228 -11%
AF
547
Arrow Financial
New York
$574K
TWI
548
Thomas White International
Illinois
$574K +$5.59K +19 +1%
CI
549
Cigna Investments
Connecticut
$573K -$10.9K -37 -2%
CT
550
Cambridge Trust
Massachusetts
$572K +$51.5K +175 +10%