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Name Holding Trade Value Shares
Change
Change in
Stake
SLI
526
Sumitomo Life Insurance
Japan
$901K -$22.6K -279 -3%
VHAM
527
Van Hulzen Asset Management
California
$900K -$3.16K -39 -0.4%
SI
528
Stephens Inc
Arkansas
$890K -$126K -1,562 -14%
WP
529
Westmount Partners
California
$881K -$324 -4 -0%
FMWA
530
Forvis Mazars Wealth Advisors
Missouri
$881K -$58.9K -727 -7%
DFCM
531
Dark Forest Capital Management
Puerto Rico
$878K -$7.49M -92,548 -90%
IAG
532
Ipsen Advisor Group
Arkansas
$875K +$6.07K +75 +0.8%
AO
533
Advisor OS
Illinois
$871K +$9.56K +118 +1%
CK
534
Cohen Klingenstein
New York
$864K
PA
535
Procyon Advisors
Connecticut
$860K -$9.47K -117 -1%
QCM
536
QRG Capital Management
Illinois
$855K +$343K +4,241 +81%
SIG
537
Stonegate Investment Group
Alabama
$841K -$416K -5,131 -35%
GI
538
Gradient Investments
Minnesota
$839K -$38.1K -471 -5%
PFA
539
Peak Financial Advisors
Colorado
$823K +$741K +9,152 New
SFI
540
Siemens Fonds Invest
Germany
$818K
SMWM
541
Silvia McColl Wealth Management
California
$803K -$17.4K -215 -2%
QCG
542
Quadrant Capital Group
Ohio
$798K -$311K -3,842 -30%
CCM
543
Cohen Capital Management
California
$792K
CFO
544
Callan Family Office
Pennsylvania
$792K -$307K -3,790 -30%
KPWS
545
Kestra Private Wealth Services
Texas
$790K -$459K -5,663 -39%
IAA
546
Independent Advisor Alliance
North Carolina
$781K -$4.05K -50 -0.6%
MCM
547
MAI Capital Management
Ohio
$780K +$144K +1,783 +26%
Brown Advisory
548
Brown Advisory
Maryland
$779K -$49.3K -609 -7%
TPA
549
Trivium Point Advisory
Connecticut
$774K -$133K -1,644 -16%
MFIM
550
Mesirow Financial Investment Management
Illinois
$773K +$9.31K +115 +1%