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Name Holding Trade Value Shares
Change
Change in
Stake
SBH
726
Segall Bryant & Hamill
Illinois
$713K
WC
727
Woodstock Corp
Massachusetts
$710K
OWP
728
Obermeyer Wealth Partners
Colorado
$707K +$37K +300 +7%
MFW
729
Meristem Family Wealth
Minnesota
$706K +$595K +4,830 New
UCMOK
730
United Capital Management of KS
Kansas
$703K +$91.2K +740 +18%
MIM
731
Montgomery Investment Management
Maryland
$701K
UR
732
USCA RIA
Texas
$697K +$123K +1,000 +27%
EP
733
Eudaimonia Partners
Tennessee
$695K +$64.1K +520 +12%
SAS
734
Sanford Advisory Services
Michigan
$693K
BAS
735
Brown Advisory Securities
Maryland
$690K +$17.3K +140 +3%
IAP
736
Indie Asset Partners
Indiana
$688K -$32K -260 -5%
BSW
737
Buckingham Strategic Wealth
Missouri
$688K -$16K -130 -3%
FCBT
738
First Citizens Bank & Trust
North Carolina
$684K -$430K -3,490 -43%
PIA
739
Perennial Investment Advisors
California
$679K -$9.41M -76,380 -94%
IWM
740
IHT Wealth Management
Illinois
$678K +$59.1K +480 +12%
LBD
741
Landsberg Bennett & Dubbaneh
Florida
$678K +$563K +4,570 New
RWB
742
RMR Wealth Builders
New Jersey
$672K +$567K +4,600 New
SIA
743
Soltis Investment Advisors
Utah
$669K +$7.39K +60 +1%
JWBC
744
J.W. Burns & Co
New York
$668K -$80.1K -650 -12%
MFG
745
Merit Financial Group
Georgia
$663K +$559K +4,540 New
HIMC
746
Heritage Investors Management Corp
Maryland
$657K
GA
747
Greytown Advisors
Florida
$655K +$2.46K +20 +0.4%
BAM
748
Belpointe Asset Management
Nevada
$652K -$203K -1,650 -27%
RA
749
RFG Advisory
Alabama
$650K +$168K +1,360 +44%
Bank Julius Baer & Co
750
Bank Julius Baer & Co
Switzerland
$647K +$535K +4,340 +4,822%