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Name Holding Trade Value Shares
Change
Change in
Stake
IC
701
Inscription Capital
Texas
$558K -$6.56K -100 -1%
EH
702
Equitable Holdings
New York
$556K +$51.7K +788 +10%
WJWM
703
Williams Jones Wealth Management
New York
$552K
TPI
704
Trust Point Inc
Wisconsin
$552K +$550K +8,387 New
AF
705
Allworth Financial
California
$550K +$8.33K +127 +2%
PTC
706
Philadelphia Trust Company
Pennsylvania
$549K
SWM
707
Seed Wealth Management
Illinois
$545K -$39.4K -600 -7%
IP
708
Ignite Planners
California
$544K +$1.38K +21 +0.3%
ADMI
709
Albert D. Mason Inc
Massachusetts
$542K -$14.8K -226 -3%
BC
710
Broadwater Capital
Massachusetts
$540K +$539K +8,207 New
GCM
711
Gallacher Capital Management
Colorado
$540K -$2.56K -39 -0.5%
HI
712
Harbour Investments
Wisconsin
$533K +$21.9K +333 +4%
LWAM
713
Legacy Wealth Asset Management
Minnesota
$530K +$2.63K +40 +0.5%
GC
714
Grimes & Company
Massachusetts
$529K +$28.8K +439 +6%
GWMR
715
GC Wealth Management RIA
Massachusetts
$524K +$522K +7,957 New
FFA
716
First Foundation Advisors
California
$523K +$66.1K +1,008 +15%
SQA
717
Simon Quick Advisors
New Jersey
$523K -$26.5K -404 -5%
EG
718
Ellerson Group
Maryland
$523K
SIMG
719
Sonora Investment Management Group
Arizona
$520K +$94.1K +1,434 +22%
Connor, Clark & Lunn Investment Management (CC&L)
720
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$519K -$843K -12,840 -62%
AIM
721
Alhambra Investment Management
Florida
$519K
M
722
MOTCO
Texas
$515K +$301K +4,588 +142%
LWL
723
Leo Wealth LLC
Texas
$514K +$520K +7,921 New
CRC
724
Curi RMB Capital
Illinois
$514K +$45.9K +699 +10%
CGA
725
Crescent Grove Advisors
Illinois
$513K +$215K +3,269 +72%