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Name Holding Trade Value Shares
Change
Change in
Stake
FMWA
526
Forvis Mazars Wealth Advisors
Missouri
$797K -$25.8K -347 -3%
FTWA
527
Fifth Third Wealth Advisors
Ohio
$785K -$450K -6,059 -37%
IWM
528
Iams Wealth Management
Nebraska
$784K -$88.8K -1,196 -10%
SLI
529
Sumitomo Life Insurance
Japan
$780K -$42.5K -573 -5%
TPA
530
Trivium Point Advisory
Connecticut
$777K -$24.9K -335 -3%
LIM
531
Letson Investment Management
Georgia
$773K
CT
532
Chicago Trust
Illinois
$764K -$8.02K -108 -1%
VHAM
533
Van Hulzen Asset Management
California
$761K +$12.6K +170 +2%
TSMHT
534
Thurston Springer Miller Herd & Titak
Indiana
$760K +$148K +1,998 +25%
WP
535
Westmount Partners
California
$748K +$2.38K +32 +0.3%
LNWWM
536
Laird Norton Wetherby Wealth Management
California
$746K +$731K +9,840 New
GI
537
Gradient Investments
Minnesota
$742K +$297 +4 +0%
SAM
538
Sompo Asset Management
Japan
$742K
AWM
539
Apollon Wealth Management
South Carolina
$739K -$82.8K -1,115 -10%
PA
540
Procyon Advisors
Connecticut
$733K -$4.79M -64,477 -87%
IAG
541
Ipsen Advisor Group
Arkansas
$731K +$56.7K +764 +9%
CK
542
Cohen Klingenstein
New York
$727K
AO
543
Advisor OS
Illinois
$725K +$18.7K +252 +3%
MGIA
544
Moneta Group Investment Advisors
Missouri
$712K -$29K -391 -4%
PGFC
545
Peapack-Gladstone Financial Corp
New Jersey
$708K -$249K -3,353 -26%
QCM
546
Qsemble Capital Management
New York
$708K -$4.97M -66,895 -88%
QIM
547
Quest Investment Management
Oregon
$704K +$690K +9,296 New
Brown Advisory
548
Brown Advisory
Maryland
$702K -$88.6K -1,193 -11%
EP
549
Edgestream Partners
New Jersey
$700K -$5.25M -70,655 -88%
PCG
550
Prosperity Consulting Group
Maryland
$697K -$13K -175 -2%