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Name Holding Trade Value Shares
Change
Change in
Stake
BPCA
1051
Bank Pictet & Cie (Asia)
Singapore
$802K +$100K +639 +13%
DSC
1052
Duncker Streett & Co
Missouri
$799K
CPA
1053
Court Place Advisors
Maryland
$798K +$6.43K +41 +0.8%
S
1054
SimplyRich
California
$798K -$88.2K -562 -9%
SIP
1055
Stoneridge Investment Partners
Pennsylvania
$793K -$3.24M -20,621 -79%
ATC
1056
Adirondack Trust Company
New York
$792K +$7.37K +47 +0.9%
Acadian Asset Management
1057
Acadian Asset Management
Massachusetts
$792K -$9.11M -58,067 -92%
PWM
1058
Palumbo Wealth Management
New York
$791K +$37.2K +237 +5%
TC
1059
TownSquare Capital
Utah
$786K +$827K +5,271 New
PWMAG
1060
Pinnacle Wealth Management Advisory Group
New Jersey
$785K +$190K +1,209 +30%
TAM
1061
Trust Asset Management
Texas
$785K
DPIM
1062
Duff & Phelps Investment Management
Illinois
$784K
CFG
1063
Cooper Financial Group
California
$781K -$8.63K -55 -1%
F
1064
F3Logic
Minnesota
$774K -$78.4K -500 -9%
GBS
1065
Gallagher Benefit Services
Illinois
$774K +$815K +5,195 New
RG
1066
Renaissance Group
Kentucky
$773K -$7.22K -46 -0.9%
OC
1067
Oarsman Capital
Wisconsin
$772K +$38K +242 +5%
KIC
1068
Keating Investment Counselors
Florida
$772K +$813K +5,182 New
AWE
1069
Avidian Wealth Enterprises
Texas
$770K -$37K -236 -4%
CFO
1070
Callan Family Office
Pennsylvania
$769K +$809K +5,158 New
SB
1071
Sunflower Bank
Texas
$768K -$39.2K -250 -5%
LWAC
1072
Laurel Wealth Advisors (California)
California
$766K +$56.3K +359 +8%
NW
1073
Naviter Wealth
Arkansas
$764K +$84.3K +537 +13%
SB
1074
Strategic Blueprint
Georgia
$761K +$18.4K +117 +2%
FMAEN1
1075
Fund Management at Engine No 1
California
$755K +$95.4K +608 +14%