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Name Holding Trade Value Shares
Change
Change in
Stake
WAG
476
Wallace Advisory Group
California
$320K -$64K -2,379 -16%
PGA
477
Portland Global Advisors
Maine
$316K
OFS
478
OneAscent Financial Services
Alabama
$313K -$45.6K -1,695 -13%
DT
479
Diversified Trust
Tennessee
$312K +$17.3K +645 +6%
BHC
480
Bowen Hanes & Co
Florida
$308K
AGA
481
Arkos Global Advisors
Texas
$305K +$285K +10,593 New
BBHC
482
Brown Brothers Harriman & Co
New York
$304K +$69.8K +2,595 +33%
CA
483
Crewe Advisors
Utah
$304K +$284K +10,550 New
SWA
484
Stratos Wealth Advisors
Ohio
$303K
MHC
485
Meyer Handelman Company
New York
$300K
MA
486
Mutual Advisors
Nebraska
$300K +$281K +10,464 New
AWC
487
Abundance Wealth Counselors
Pennsylvania
$299K +$150K +5,590 +116%
SMA
488
Seven Mile Advisory
New Jersey
$294K -$4.14K -154 -1%
DWM
489
Drive Wealth Management
Utah
$294K +$484 +18 +0.2%
AT
490
Arlington Trust
Alabama
$294K +$672 +25 +0.2%
CIM
491
Contravisory Investment Management
Massachusetts
$293K +$15.3K +568 +6%
FFA
492
First Foundation Advisors
California
$291K -$128K -4,765 -32%
JCM
493
Jacobi Capital Management
Pennsylvania
$291K
LCGC
494
Legacy Capital Group California
California
$291K +$15.3K +568 +6%
Schroder Investment Management Group
495
Schroder Investment Management Group
United Kingdom
$288K -$41.9K -1,559 -14%
X
496
Xponance
Pennsylvania
$288K +$34K +1,266 +14%
BI
497
BFI Infinity
Switzerland
$288K
DADC
498
D.A. Davidson & Co
Montana
$288K +$47.1K +1,752 +21%
CIA
499
Choate Investment Advisors
Massachusetts
$286K
MHR
500
Matthew Hamilton Rosenberg
$283K +$2.12K +79 +0.8%