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Name Holding Trade Value Shares
Change
Change in
Stake
WHG
751
Westwood Holdings Group
Texas
$522K +$1.15K +18 +0.2%
BGAI
752
Bruce G. Allen Investments
Colorado
$521K +$449 +7 +0.1%
WAP
753
Wealthcare Advisory Partners
Pennsylvania
$520K +$48.6K +759 +11%
CAM
754
Councilmark Asset Management
Tennessee
$518K +$495K +7,725 New
ADMI
755
Albert D. Mason Inc
Massachusetts
$517K -$33.8K -527 -6%
GCM
756
Gables Capital Management
Florida
$516K
Connor, Clark & Lunn Investment Management (CC&L)
757
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$511K -$17.1K -267 -3%
CRC
758
Curi RMB Capital
Illinois
$511K -$12.4K -193 -2%
CAM
759
Cozad Asset Management
Illinois
$508K +$15.1K +236 +3%
FMWA
760
Forvis Mazars Wealth Advisors
Missouri
$508K -$2.31K -36 -0.5%
SWM
761
Seed Wealth Management
Illinois
$507K -$51.3K -800 -10%
SCP
762
Sivia Capital Partners
California
$507K -$2.82K -44 -0.6%
CWM
763
Chemistry Wealth Management
New York
$506K +$33.1K +516 +7%
PL
764
Plancorp LLC
Missouri
$502K +$17.9K +280 +4%
RBC
765
Romano Brothers & Co
Illinois
$502K
AFP
766
Ausdal Financial Partners
Iowa
$500K -$4.17K -65 -0.9%
FLPIM
767
F.L. Putnam Investment Management
Massachusetts
$499K +$185K +2,885 +63%
PCM
768
Parsons Capital Management
Rhode Island
$495K -$13.6K -212 -3%
LC
769
Lindbrook Capital
California
$493K -$28.2K -440 -6%
WAG
770
Wallace Advisory Group
California
$491K -$17.9K -280 -4%
WOC
771
West Oak Capital
California
$490K
FFA
772
First Foundation Advisors
California
$486K -$45.4K -709 -9%
EH
773
Equitable Holdings
New York
$486K -$77.2K -1,204 -14%
MA
774
MONECO Advisors
Connecticut
$485K -$337K -5,260 -42%
CA
775
Cullinan Associates
Kentucky
$483K -$25.6K -400 -5%