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Thomson Reuters

Name Holding Trade Value Shares
Change
Change in
Stake
DP
251
Dearborn Partners
Illinois
$374K +$8.05K +60 +2%
PAG
252
Private Advisor Group
New Jersey
$374K +$14.5K +108 +4%
MC
253
Moors & Cabot
Massachusetts
$365K +$4.43K +33 +1%
FAIM
254
Financial Advocates Investment Management
Washington
$361K +$8.72K +65 +3%
KPWS
255
Kestra Private Wealth Services
Texas
$361K +$353K +2,632 New
PFO
256
Pathstone Family Office
New Jersey
$358K -$109K -814 -24%
QCG
257
Quadrant Capital Group
Ohio
$354K -$103K -767 -23%
HNW
258
High Note Wealth
Minnesota
$352K
Federated Hermes
259
Federated Hermes
Pennsylvania
$350K +$342K +2,549 New
SFA
260
Sequoia Financial Advisors
Ohio
$346K +$12.9K +96 +4%
AWM
261
Axxcess Wealth Management
California
$342K -$298K -2,218 -47%
PEA
262
Park Edge Advisors
Ohio
$333K -$268 -2 -0.1%
MOS
263
MGO One Seven
Ohio
$332K -$42.8K -319 -12%
DC
264
Davenport & Co
Virginia
$327K -$4.96K -37 -2%
BL
265
Balentine LLC
Georgia
$326K +$7.65K +57 +2%
CPG
266
Cornerstone Planning Group
New Jersey
$325K +$318K +2,371 New
SW
267
SVB Wealth
Massachusetts
$319K +$312K +2,328 New
Northwestern Mutual Wealth Management
268
Northwestern Mutual Wealth Management
Wisconsin
$311K -$671 -5 -0.2%
DI
269
DFPG Investments
Utah
$296K +$7.25K +54 +3%
BC
270
Bridgefront Capital
Texas
$296K -$136K -1,014 -32%
PP
271
PDS Planning
Ohio
$292K +$49.9K +372 +21%
BCIM
272
British Columbia Investment Management
British Columbia, Canada
$292K +$286K +2,130 New
PSP
273
Principal Street Partners
Tennessee
$288K -$268 -2 -0.1%
FMWA
274
Forvis Mazars Wealth Advisors
Missouri
$282K +$276K +2,057 New
William Blair & Company
275
William Blair & Company
Illinois
$279K -$18K -134 -6%