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Name Holding Trade Value Shares
Change
Change in
Stake
CCA
451
Conestoga Capital Advisors
Pennsylvania
$628K +$3.59K +15 +0.6%
DAS
452
Diversify Advisory Services
Utah
$627K +$54.6K +228 +9%
FTWA
453
Fifth Third Wealth Advisors
Ohio
$615K +$595K +2,487 New
DC
454
Davenport & Co
Virginia
$612K +$110K +459 +23%
MAM
455
Meeder Asset Management
Ohio
$612K -$10.1M -42,315 -94%
SWP
456
Strategic Wealth Partners
Ohio
$610K +$66.8K +279 +13%
AGP
457
Aspire Growth Partners
Florida
$601K +$5.03K +21 +0.9%
QCG
458
Quadrant Capital Group
Ohio
$601K +$18K +75 +3%
RMDI
459
R.M. Davis Inc
Maine
$598K -$948K -3,959 -62%
HCM
460
Hengehold Capital Management
Ohio
$594K -$51.9K -217 -8%
IWC
461
Integrated Wealth Concepts
Massachusetts
$593K +$179K +746 +45%
First Manhattan
462
First Manhattan
New York
$587K +$718 +3 +0.1%
VWM
463
Venturi Wealth Management
Texas
$586K -$12.4K -52 -2%
FFM
464
Forum Financial Management
Illinois
$575K +$154K +645 +38%
WC
465
Waterloo Capital
Texas
$573K +$4.55K +19 +0.8%
RWM
466
Ritholtz Wealth Management
New York
$566K +$1.68K +7 +0.3%
SWIG
467
Strategic Wealth Investment Group
Kentucky
$562K +$535K +2,235 +5,882%
Northwestern Mutual Wealth Management
468
Northwestern Mutual Wealth Management
Wisconsin
$560K +$12.7K +53 +2%
NP
469
NorthRock Partners
Minnesota
$556K +$229K +957 +74%
AWM
470
Apollon Wealth Management
South Carolina
$548K -$35.7K -149 -6%
GHA
471
Granite Harbor Advisors
Texas
$547K
GFA
472
Gallagher Fiduciary Advisors
Illinois
$540K +$6.7K +28 +1%
KAS
473
Kestra Advisory Services
Texas
$539K +$11.3K +47 +2%
SF
474
Synovus Financial
Georgia
$538K -$57.7K -241 -10%
OIS
475
OneAscent Investment Solutions
Alabama
$535K -$84.7K -354 -14%