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Name Holding Trade Value Shares
Change
Change in
Stake
SAM
326
Secure Asset Management
Michigan
$473K +$70K +1,319 +16%
JC
327
Jacobs & Co
California
$466K -$53.1K -1,000 -10%
EGA
328
E&G Advisors
Texas
$463K
CGL
329
Clarius Group LLC
Washington
$462K +$53.6K +1,009 +12%
QCG
330
Quadrant Capital Group
Ohio
$462K +$79.8K +1,503 +19%
AWE
331
Avidian Wealth Enterprises
Texas
$458K +$6.79K +128 +1%
William Blair & Company
332
William Blair & Company
Illinois
$455K +$483K +9,092 New
PA
333
Parallel Advisors
California
$453K +$26.5K +499 +6%
AIIMS
334
Analyst IMS Investment Management Services
Israel
$452K -$7.8K -147 -2%
AWA
335
Aaron Wealth Advisors
Illinois
$448K +$47K +885 +11%
GTCM
336
Gyon Technologies Capital Management
New Jersey
$448K +$475K +8,951 New
KFSC
337
Keystone Financial Services (Colorado)
Colorado
$437K +$13.4K +253 +3%
SGA
338
Strategic Global Advisors
California
$435K -$7.11K -134 -2%
HPC
339
HM Payson & Co
Maine
$435K
PWM
340
Perigon Wealth Management
California
$434K +$42.6K +802 +10%
GI
341
Gradient Investments
Minnesota
$433K -$4.67K -88 -1%
JIC
342
Johnson Investment Counsel
Ohio
$425K +$94.4K +1,779 +26%
PFO
343
Pathstone Family Office
New Jersey
$425K +$195K +3,674 +76%
CIA
344
Cohen Investment Advisors
New Hampshire
$424K -$4.19K -79 -0.9%
CCP
345
Corient Capital Partners
California
$422K -$372 -7 -0.1%
CT
346
Caldwell Trust
Florida
$421K +$6.95K +131 +2%
ACM
347
Aquatic Capital Management
Illinois
$420K +$446K +8,400 New
ST
348
SAL Trading
Pennsylvania
$420K +$446K +8,400 New
ACM
349
Ategra Capital Management
Virginia
$418K -$28K -527 -6%
CAAS
350
Capital Asset Advisory Services
Michigan
$414K -$23.8K -449 -5%