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Name Holding Trade Value Shares
Change
Change in
Stake
LCGC
551
Legacy Capital Group California
California
$396K +$16.1K +62 +5%
BTI
552
Blue Trust Inc
Georgia
$393K -$451K -1,740 -52%
TWP
553
Tempus Wealth Planning
California
$392K -$21K -81 -6%
ECM
554
Evergreen Capital Management
Washington
$389K
JF
555
Joule Financial
Kentucky
$387K +$348K +1,342 New
IPW
556
Impact Partnership Wealth
Georgia
$377K +$339K +1,309 New
CCA
557
Checchi Capital Advisers
California
$376K +$14.2K +55 +4%
CL
558
CSS LLC
Illinois
$375K -$51.8K -200 -13%
AIMCA
559
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$375K
MCM
560
MAI Capital Management
Ohio
$372K +$68.9K +266 +26%
PCG
561
Prosperity Consulting Group
Maryland
$371K -$26.4K -102 -7%
PWA
562
Phoenix Wealth Advisors
North Carolina
$366K -$1.04K -4 -0.3%
FRM
563
Fox Run Management
Connecticut
$363K +$326K +1,259 New
MWM
564
Mattern Wealth Management
Kansas
$363K
RIA
565
Regal Investment Advisors
Michigan
$358K
William Blair Investment Management
566
William Blair Investment Management
Illinois
$357K
LWAM
567
Legacy Wealth Asset Management
Minnesota
$355K -$161K -623 -34%
LA
568
Lane & Associates
New Jersey
$353K +$57.2K +221 +22%
Vontobel Holding
569
Vontobel Holding
Switzerland
$350K -$377K -1,455 -54%
MSE
570
MUFG Securities EMEA
United Kingdom
$350K +$315K +1,215 New
MSFS
571
Main Street Financial Solutions
Pennsylvania
$349K -$9.84K -38 -3%
TSS
572
Two Sigma Securities
New York
$344K +$309K +1,194 New
JWBC
573
J.W. Burns & Co
New York
$342K
PP
574
Pegasus Partners
Wisconsin
$337K
SCA
575
Stonebridge Capital Advisors
Minnesota
$332K +$3.88K +15 +1%