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Name Holding Trade Value Shares
Change
Change in
Stake
YCM
726
Yousif Capital Management
Michigan
$1.83M -$394K -2,451 -16%
CTFG
727
Capstone Triton Financial Group
Oklahoma
$1.81M -$278K -1,734 -13%
BTWM
728
Baker Tilly Wealth Management
Wisconsin
$1.81M -$235K -1,463 -12%
PL
729
Perpetual Ltd
Australia
$1.8M -$26.1M -162,385 -94%
XT
730
XTX Topco
Cayman Islands
$1.79M +$1.79M +11,144 New
TSW
731
Three Seasons Wealth
Utah
$1.77M -$988K -6,155 -36%
QWM
732
Quadcap Wealth Management
Texas
$1.77M +$642 +4 +0%
RC
733
Roundview Capital
New Jersey
$1.76M -$34.8K -217 -2%
PM
734
Pembroke Management
Quebec, Canada
$1.76M
KIA
735
Knollwood Investment Advisory
Maryland
$1.76M -$1.56M -9,686 -47%
IWM
736
IHT Wealth Management
Illinois
$1.75M +$123K +768 +8%
GPWM
737
Grant Private Wealth Management
California
$1.74M +$225K +1,400 +15%
WMWM
738
Whitaker-Myers Wealth Managers
Ohio
$1.74M +$1.74M +10,819 New
GFG
739
Genesis Financial Group
New Jersey
$1.74M +$1.73M +10,800 New
KFAS
740
Keating Financial Advisory Services
Kansas
$1.74M +$1.73M +10,796 New
NIP
741
Nicholas Investment Partners
California
$1.74M +$195K +1,212 +13%
MCRM
742
Midway Capital Research & Management
Illinois
$1.73M +$1.73M +10,778 New
BWM
743
Bluebird Wealth Management
Massachusetts
$1.73M +$1.73M +10,769 New
William Blair Investment Management
744
William Blair Investment Management
Illinois
$1.73M -$92.5K -576 -5%
OCA
745
OpenArc Corporate Advisory
Georgia
$1.73M +$1.73M +10,746 New
AFM
746
Abbot Financial Management
Massachusetts
$1.73M +$26.8K +167 +2%
NL
747
NVWM LLC
Pennsylvania
$1.71M +$41.3K +257 +2%
LWCFA
748
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$1.7M -$4.82K -30 -0.2%
OWCM
749
One Wealth Capital Management
Arizona
$1.7M -$93K -579 -5%
BIA
750
Baer Investment Advisory
California
$1.69M -$69K -430 -4%