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Name Holding Trade Value Shares
Change
Change in
Stake
BCM
326
BTC Capital Management
Iowa
$213K -$265K -6,202 -57%
LSAG
327
Lake Street Advisors Group
New Hampshire
$213K -$34K -795 -14%
CGL
328
Clarius Group LLC
Washington
$212K +$203K +4,744 New
CL
329
Choreo LLC
Illinois
$209K +$200K +4,677 New
CTC
330
Central Trust Company
Missouri
$205K -$42.7K -1,000 -18%
Nisa Investment Advisors
331
Nisa Investment Advisors
Missouri
$205K +$196K +4,590 New
NERM
332
New England Research & Management
Illinois
$205K +$196K +4,592 New
HIC
333
Holderness Investments Company
North Carolina
$204K +$195K +4,570 New
DADC
334
D.A. Davidson & Co
Montana
$203K -$96.1K -2,249 -33%
QCMC
335
Quantum Capital Management (California)
California
$202K +$193K +4,513 New
SWP
336
Stratos Wealth Partners
Ohio
$174K +$167K +3,899 New
BCA
337
Bray Capital Advisors
Florida
$173K
AWM
338
Avior Wealth Management
Nebraska
$171K
KLWA
339
Kelly Lawrence W & Associates
California
$171K
WAM
340
Wealthspire Advisors (Maryland)
Maryland
$170K -$13.2K -308 -7%
1832 Asset Management
341
1832 Asset Management
Ontario, Canada
$160K +$53.4K +1,250 +54%
FHA
342
First Horizon Advisors
Tennessee
$158K -$52.5K -1,229 -26%
CFG
343
CKW Financial Group
Hawaii
$158K
GP
344
Girard Partners
Pennsylvania
$154K +$148K +3,464 New
PCP
345
Proficio Capital Partners
Massachusetts
$151K +$5.51K +129 +4%
FPFS
346
First Personal Financial Services
North Carolina
$140K -$23K -539 -15%
YWP
347
YorkBridge Wealth Partners
New York
$138K +$29.9K +700 +29%
FANJ
348
Financial Architects (New Jersey)
New Jersey
$136K -$235K -5,508 -64%
QCG
349
Quadrant Capital Group
Ohio
$135K +$28.4K +665 +24%
MSA
350
Marino Stram & Associates
Massachusetts
$125K