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Name Holding Trade Value Shares
Change
Change in
Stake
CSPIA
626
Cary Street Partners Investment Advisory
Virginia
$267K -$2.49K -12 -0.9%
CT
627
Chicago Trust
Illinois
$266K – – –
PCP
628
Proficio Capital Partners
Massachusetts
$266K +$283K +1,363 New
SF
629
Sun Financial
Utah
$265K +$20.1K +97 +9%
BAM
630
Blueshift Asset Management
New Jersey
$264K +$281K +1,357 New
CAM
631
Claret Asset Management
Quebec, Canada
$264K +$281K +1,357 New
AFCM
632
Applied Finance Capital Management
Puerto Rico
$263K -$67.2K -324 -19%
SW
633
SkyOak Wealth
Michigan
$260K +$85.2K +411 +45%
CCA
634
Childress Capital Advisors
Texas
$259K +$276K +1,330 New
BJL
635
Brighton Jones LLC
Washington
$256K +$272K +1,314 New
SGAM
636
Smith Group Asset Management
Texas
$251K -$207K -1,000 -44%
MG
637
Marex Group
$251K +$267K +1,287 New
AF
638
Allworth Financial
California
$251K +$56K +270 +27%
FRA
639
Frank Rimerman Advisors
California
$248K -$266K -1,281 -50%
PWP
640
Phillips Wealth Planners
Mississippi
$247K -$829 -4 -0.4%
SYBT
641
Stock Yards Bank & Trust
Kentucky
$245K +$2.07K +10 +0.8%
FCP
642
Fidelis Capital Partners
Florida
$245K -$8.71K -42 -3%
AI
643
Atom Investors
Texas
$244K +$260K +1,253 New
AIP
644
Ameritas Investment Partners
Nebraska
$244K -$11.2K -54 -4%
IFG
645
Independent Financial Group
California
$243K -$77.3K -373 -23%
MCC
646
Malaga Cove Capital
California
$243K +$258K +1,247 New
CTC
647
Central Trust Company
Missouri
$243K -$85.6K -413 -25%
CFP
648
Catalyst Financial Partners
Massachusetts
$243K +$63.2K +305 +32%
SW
649
Simplicity Wealth
New Jersey
$239K +$42.9K +207 +20%
KFS
650
Keynote Financial Services
Connecticut
$237K – – –