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Name Holding Trade Value Shares
Change
Change in
Stake
EMAM
751
Encompass More Asset Management
California
$485K +$29.7K +453 +6%
ADMI
752
Albert D. Mason Inc
Massachusetts
$485K
NFC
753
Northstar Financial Companies
Pennsylvania
$483K +$505K +7,705 New
EG
754
Ellerson Group
Maryland
$482K -$9.83K -150 -2%
HP
755
Holistic Planning
Texas
$480K -$7.73K -118 -2%
ECM
756
Estabrook Capital Management
New York
$480K -$30.7K -469 -6%
SWM
757
Spire Wealth Management
Virginia
$476K -$4.52K -69 -0.9%
FMWA
758
Forvis Mazars Wealth Advisors
Missouri
$471K -$202K -3,084 -29%
PA
759
Profund Advisors
Maryland
$471K -$327K -4,986 -40%
MPI
760
Mairs & Power Inc
Minnesota
$470K -$269K -4,100 -35%
CIA
761
Choate Investment Advisors
Massachusetts
$470K +$267K +4,076 +119%
BJL
762
Brighton Jones LLC
Washington
$468K +$167K +2,545 +52%
CAI
763
Capital Advisors Inc
Oklahoma
$467K +$12.5K +190 +3%
UOTTAIMCU
764
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$467K -$5.88M -89,791 -92%
MA
765
MONECO Advisors
Connecticut
$467K +$8.45K +129 +2%
SCP
766
Sivia Capital Partners
California
$466K -$63.4K -968 -12%
Empower Advisory Group
767
Empower Advisory Group
Colorado
$466K +$2.23K +34 +0.5%
IC
768
Iconiq Capital
California
$466K +$209K +3,186 +75%
PA
769
Probity Advisors
Texas
$466K +$67.2K +1,026 +16%
LSV Asset Management
770
LSV Asset Management
Illinois
$464K +$485K +7,400 New
RMDI
771
R.M. Davis Inc
Maine
$458K -$179K -2,729 -27%
WOC
772
West Oak Capital
California
$458K
AG
773
AlTi Global
New York
$457K +$1.64K +25 +0.3%
RBC
774
Romano Brothers & Co
Illinois
$456K -$16.4K -250 -3%
HCA
775
Harbour Capital Advisors
Virginia
$456K -$34.4K -525 -7%