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Name Holding Trade Value Shares
Change
Change in
Stake
MCCP
476
Mission Creek Capital Partners
California
$459K -$172K -800 -27%
LF
477
Lee Financial
Texas
$454K -$657K -3,065 -59%
PWG
478
Portside Wealth Group
Utah
$452K +$69.9K +326 +18%
VWM
479
Venturi Wealth Management
Texas
$450K +$80.2K +374 +21%
GT
480
Glenview Trust
Kentucky
$450K -$55.5K -259 -11%
CI Investments Inc
481
CI Investments Inc
Ontario, Canada
$449K +$140K +655 +44%
GFA
482
Gallagher Fiduciary Advisors
Illinois
$448K -$31.1K -145 -6%
OFO
483
OneAscent Family Office
Alabama
$447K +$57.2K +267 +14%
PWP
484
Phillips Wealth Planners
Mississippi
$445K -$237K -1,105 -35%
CFO
485
Callan Family Office
Pennsylvania
$443K +$4.93K +23 +1%
YDMI
486
Y.D. More Investments
Israel
$442K +$450K +2,100 New
ATC
487
Argent Trust Co
Tennessee
$438K -$45.9K -214 -9%
FFO
488
Fiduciary Family Office
Florida
$434K -$18.2K -85 -4%
EWA
489
EP Wealth Advisors
California
$432K +$136K +632 +45%
AWAU
490
Alliance Wealth Advisors (Utah)
Utah
$423K +$22.3K +104 +5%
BHC
491
Bull Harbor Capital
Maryland
$419K +$96.9K +452 +29%
VI
492
Vestcor Inc
New Brunswick, Canada
$418K
RP
493
Riverwater Partners
Wisconsin
$418K -$15K -70 -3%
SFI
494
Siemens Fonds Invest
Germany
$417K
HWMG
495
Harbour Wealth Management Group
South Carolina
$413K +$11.6K +54 +3%
QCG
496
Quadrant Capital Group
Ohio
$410K -$42.7K -199 -9%
Blackstone Inc
497
Blackstone Inc
New York
$407K +$414K +1,933 New
KAS
498
Kestra Advisory Services
Texas
$405K -$46.1K -215 -10%
MA
499
Mutual Advisors
Nebraska
$405K -$4.5K -21 -1%
SCS
500
Sound Capital Solutions
Florida
$403K +$411K +1,916 New