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Name Holding Trade Value Shares
Change
Change in
Stake
SW
476
SVB Wealth
Massachusetts
$301K +$290K +11,576 New
CP
477
Canopy Partners
Ohio
$300K
AAP
478
Arax Advisory Partners
Colorado
$300K +$1.45K +58 +0.6%
Schroder Investment Management Group
479
Schroder Investment Management Group
United Kingdom
$298K +$5.71K +228 +2%
CIBC Asset Management
480
CIBC Asset Management
Ontario, Canada
$298K +$287K +11,461 New
CH
481
Cromwell Holdings
Wyoming
$298K
OWCM
482
One Wealth Capital Management
Arizona
$298K -$11.5K -458 -4%
AHL
483
Abel Hall LLC
Louisiana
$293K -$33.2K -1,327 -11%
CWM
484
Connecticut Wealth Management
Connecticut
$291K -$3.38K -135 -1%
MCM
485
Manchester Capital Management
Vermont
$288K +$7.56K +302 +3%
SWP
486
Stratos Wealth Partners
Ohio
$286K +$20.3K +812 +8%
WTC
487
WhitTier Trust Company
Nevada
$286K +$19.7K +787 +8%
BTWM
488
Baker Tilly Wealth Management
Wisconsin
$286K +$5.83K +233 +2%
PGA
489
Portland Global Advisors
Maine
$286K -$69.2K -2,765 -20%
BC
490
Bridgefront Capital
Texas
$285K +$274K +10,934 New
CW
491
CreativeOne Wealth
Kansas
$283K +$400 +16 +0.1%
RA
492
Riversedge Advisors
Delaware
$282K +$37.9K +1,514 +16%
EF
493
Empowered Funds
Pennsylvania
$282K +$271K +10,833 New
Baird Financial Group
494
Baird Financial Group
Wisconsin
$280K -$33.7K -1,345 -11%
AWM
495
Axxcess Wealth Management
California
$279K +$1.93K +77 +0.7%
BHC
496
Bowen Hanes & Co
Florida
$278K
FAT
497
First American Trust
California
$278K -$49.6K -1,984 -16%
CIA
498
Concurrent Investment Advisors
Florida
$277K +$64.6K +2,583 +32%
SWA
499
Stratos Wealth Advisors
Ohio
$274K +$500 +20 +0.2%
MHC
500
Meyer Handelman Company
New York
$272K