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Name Holding Trade Value Shares
Change
Change in
Stake
JWM
676
Jessup Wealth Management
Ohio
$392K – – –
VVP
677
Venture Visionary Partners
Ohio
$390K -$3.78K -10 -1%
FAN
678
Financial Advisors Network
California
$386K +$4.54K +12 +1%
WHG
679
Westwood Holdings Group
Texas
$385K +$362K +957 New
MCP
680
Martin Capital Partners
Oregon
$385K -$378 -1 -0.1%
CA
681
Corecam AG
$381K +$74.1K +196 +26%
PAM
682
Panagora Asset Management
Massachusetts
$380K – – –
4WM
683
49 Wealth Management
Texas
$380K +$357K +945 New
A
684
Alongside
Texas
$380K +$357K +945 New
MSFS
685
Main Street Financial Solutions
Pennsylvania
$379K -$6.05K -16 -2%
TFA
686
Transamerica Financial Advisors
Florida
$377K -$17K -45 -5%
TCBWMS
687
Texas Capital Bank Wealth Management Services
Texas
$374K – – –
OAG
688
Oakmont Advisory Group
New Mexico
$374K +$13.2K +35 +4%
IF
689
Intrua Financial
Texas
$373K -$323K -854 -48%
NSIM
690
North Star Investment Management
Illinois
$370K +$378 +1 +0.1%
GIA
691
Gateway Investment Advisers
Ohio
$369K -$295K -780 -46%
PCP
692
Proficio Capital Partners
Massachusetts
$368K +$345K +914 New
Fidelity International
693
Fidelity International
Bermuda
$367K -$160K -422 -32%
KWM
694
Keebeck Wealth Management
Illinois
$361K +$33.6K +89 +11%
GT
695
Greenleaf Trust
Michigan
$359K -$9.83K -26 -3%
ICP
696
Interchange Capital Partners
Pennsylvania
$359K +$338K +893 New
PCM
697
Permanent Capital Management
Illinois
$358K +$336K +890 New
SCI
698
Silver Coast Investments
United States
$356K -$3.4K -9 -1%
SIA
699
Strategic Investment Advisors
Michigan
$353K -$76.7K -203 -19%
AWA
700
Arkadios Wealth Advisors
Georgia
$353K +$331K +876 New