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Name Holding Trade Value Shares
Change
Change in
Stake
Kovitz Investment Group Partners
551
Kovitz Investment Group Partners
Illinois
$270K +$288K +1,312 New
CHAM
552
Clear Harbor Asset Management
Connecticut
$267K
RFW
553
Rainier Family Wealth
Washington
$266K +$284K +1,294 New
FWP
554
Firethorn Wealth Partners
Georgia
$265K +$9.87K +45 +4%
QCM
555
QRG Capital Management
Illinois
$262K +$69.1K +315 +33%
XT
556
XTX Topco
Cayman Islands
$261K +$279K +1,272 New
MFG
557
Merit Financial Group
Georgia
$260K +$278K +1,267 New
KAS
558
Kestra Advisory Services
Texas
$258K +$20K +91 +8%
MP
559
McDonald Partners
Ohio
$257K
ACM
560
Alta Capital Management
Utah
$252K +$14.7K +67 +6%
NGA
561
Naples Global Advisors
Florida
$249K
MA
562
Montag & Associates
Georgia
$247K
BCWM
563
Bartlett & Co Wealth Management
Ohio
$245K
AWS
564
Atria Wealth Solutions
New York
$244K -$24.6K -112 -9%
FFM
565
Forum Financial Management
Illinois
$243K +$17.1K +78 +7%
GGA
566
Granite Group Advisors
Connecticut
$239K -$1.32K -6 -0.5%
FC
567
Forte Capital
New York
$238K
HDIM
568
Hanson & Doremus Investment Management
Vermont
$238K
TAM
569
Trust Asset Management
Texas
$237K
WPW
570
Waldron Private Wealth
Pennsylvania
$236K -$263K -1,198 -51%
GI
571
GAMMA Investing
California
$235K -$39.7K -181 -14%
WTB
572
Washington Trust Bank
Washington
$232K
BWG
573
Berry Wealth Group
Texas
$230K -$1.97K -9 -0.8%
OWA
574
Opal Wealth Advisors
New York
$230K +$13.2K +60 +6%
NP
575
NorthRock Partners
Minnesota
$230K -$103K -471 -30%