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Name Holding Trade Value Shares
Change
Change in
Stake
MIM
526
MTM Investment Management
South Carolina
$408K -$18.6K -80 -4%
SC
527
Shearwater Capital
Colorado
$407K
FFM
528
Forum Financial Management
Illinois
$403K +$115K +492 +41%
EA
529
Emerald Advisers
Pennsylvania
$403K +$391K +1,679 New
SC
530
Syon Capital
California
$399K +$119K +512 +45%
IWC
531
Integrated Wealth Concepts
Massachusetts
$396K +$115K +492 +43%
EPIM
532
Evelyn Partners Investment Management
$395K -$86.8K -373 -18%
NWAG
533
Net Worth Advisory Group
Utah
$395K +$12.6K +54 +3%
PWG
534
Portside Wealth Group
Utah
$391K +$2.56K +11 +0.7%
AA
535
Ancora Advisors
Ohio
$388K -$15.1K -65 -4%
CA
536
Clearstead Advisors
Ohio
$386K +$62.9K +270 +20%
PCIA
537
Prime Capital Investment Advisors
Kansas
$386K -$13.7K -59 -4%
NI
538
Natural Investments
California
$386K
WTC
539
WhitTier Trust Company
Nevada
$385K +$24.7K +106 +7%
TPBG
540
Turning Point Benefit Group
Maryland
$382K +$371K +1,592 New
Kovitz Investment Group Partners
541
Kovitz Investment Group Partners
Illinois
$382K +$42.4K +182 +13%
ATPW
542
Ashton Thomas Private Wealth
Arizona
$381K -$6.29K -27 -2%
WANY
543
Wealthspire Advisors (New York)
New York
$377K +$86.8K +373 +31%
HPM
544
Hoxton Planning & Management
West Virginia
$374K -$4.19K -18 -1%
PCP
545
Perbak Capital Partners
United Kingdom
$372K +$360K +1,548 New
SWM
546
Shakespeare Wealth Management
Wisconsin
$371K
PS
547
Principal Securities
Iowa
$371K -$124K -534 -26%
SCM
548
Suvretta Capital Management
New York
$368K
Jones Financial Companies
549
Jones Financial Companies
Missouri
$364K +$129K +555 +57%
AW
550
Apricus Wealth
South Carolina
$363K -$29.1K -125 -8%