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Name Holding Trade Value Shares
Change
Change in
Stake
William Blair & Company
376
William Blair & Company
Illinois
$307K +$609 +3 +0.2%
AFWM
377
Arta Finance Wealth Management
California
$306K +$290K +1,429 New
NSB
378
Norway Savings Bank
Maine
$302K -$5.27K -26 -2%
CP
379
Canopy Partners
Ohio
$302K +$23.3K +115 +9%
1832 Asset Management
380
1832 Asset Management
Ontario, Canada
$300K +$284K +1,401 New
HC
381
Hourglass Capital
Texas
$300K
HSA
382
HBK Sorce Advisory
Pennsylvania
$297K +$19.5K +96 +9%
KP
383
Keel Point
Alabama
$294K -$609 -3 -0.2%
KOMWMG
384
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$294K -$10.8K -53 -4%
FWP
385
Flatrock Wealth Partners
California
$294K +$278K +1,372 New
AG
386
AlTi Global
New York
$290K
SWA
387
Stratos Wealth Advisors
Ohio
$287K +$49.9K +246 +23%
IWM
388
Iams Wealth Management
Nebraska
$286K +$271K +1,336 New
WA
389
Waverly Advisors
Alabama
$284K +$27K +133 +11%
AMM
390
American Money Management
California
$284K
SCA
391
Snowden Capital Advisors
New York
$283K +$47.5K +234 +21%
CAI
392
Capital Advisors Inc
Oklahoma
$281K +$6.49K +32 +2%
LFA
393
Laraway Financial Advisors
Minnesota
$278K
CIEC
394
Crédit Industriel et Commercial
France
$278K +$264K +1,300 New
PWM
395
Perigon Wealth Management
California
$276K +$21.3K +105 +9%
LIP
396
Lighthouse Investment Partners
Florida
$275K +$261K +1,285 New
HWMO
397
Heritage Wealth Management (Ohio)
Ohio
$274K -$1.22K -6 -0.5%
CAWM
398
Capital Advisors Wealth Management
Washington
$274K +$33.1K +163 +15%
SMWM
399
Silvia McColl Wealth Management
California
$273K
KA
400
Klingman & Associates
New York
$273K +$3.85K +19 +2%