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Name Holding Trade Value Shares
Change
Change in
Stake
SI
276
Scharf Investments
California
$1.02M
FF
277
FourThought Financial
Florida
$1.02M -$8.21K -345 -0.8%
Schroder Investment Management Group
278
Schroder Investment Management Group
United Kingdom
$1.02M +$123K +5,175 +15%
FHA
279
Flagship Harbor Advisors
Massachusetts
$1.01M +$144K +6,055 +18%
ACA
280
Atlas Capital Advisors
Wyoming
$989K -$87.5K -3,675 -9%
OFS
281
OneAscent Financial Services
Alabama
$973K +$916K +38,480 New
LSA
282
Leonteq Securities AG
Switzerland
$957K -$175K -7,360 -16%
CCA
283
Checchi Capital Advisers
California
$950K +$476 +20 +0.1%
HW
284
Hancock Whitney
Mississippi
$920K +$53.9K +2,265 +7%
BP
285
Ballentine Partners
Massachusetts
$915K +$23.2K +975 +3%
BTWM
286
Baker Tilly Wealth Management
Wisconsin
$913K -$2.74K -115 -0.3%
SWM
287
Sendero Wealth Management
Texas
$905K +$852K +35,795 New
LWM
288
Loveless Wealth Management
Montana
$889K -$4.17K -175 -0.5%
CWM
289
Chesapeake Wealth Management
Virginia
$883K +$18.6K +780 +2%
AIM
290
Alhambra Investment Management
Florida
$874K -$15.1K -635 -2%
OWM
291
OneAscent Wealth Management
Alabama
$868K +$817K +34,320 New
EAM
292
Eagle Asset Management
Florida
$865K -$541K -22,715 -40%
WFI
293
West Family Investments
California
$858K +$110K +4,625 +16%
BAM
294
Berkshire Asset Management
Pennsylvania
$839K -$105K -4,400 -12%
AP
295
Americana Partners
Texas
$838K +$48.8K +2,050 +7%
FDCDDQ
296
Federation des caisses Desjardins du Quebec
Quebec, Canada
$831K -$23K -965 -3%
ASN
297
Advisory Services Network
Georgia
$831K +$1.19K +50 +0.2%
BPA
298
Beacon Pointe Advisors
California
$821K +$208K +8,720 +37%
Cerity Partners
299
Cerity Partners
New York
$821K +$774K +32,490 New
FCH
300
Freestone Capital Holdings
Washington
$818K +$267K +11,195 +53%