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Name Holding Trade Value Shares
Change
Change in
Stake
CFP
426
Catalyst Financial Partners
Massachusetts
$469K +$435K +5,251 New
CAG
427
Csenge Advisory Group
Florida
$466K +$1.33K +16 +0.3%
GM
428
GeoWealth Management
Illinois
$466K +$42.4K +512 +11%
SPIA
429
Steward Partners Investment Advisory
New York
$465K +$281K +3,394 +187%
BJL
430
Brighton Jones LLC
Washington
$461K +$108K +1,309 +34%
BAAM
431
Baker Avenue Asset Management
California
$459K +$122K +1,478 +40%
BMA
432
Brooks Moore & Associates
Tennessee
$456K
CIBC Asset Management
433
CIBC Asset Management
Ontario, Canada
$453K -$254K -3,067 -38%
Brown Advisory
434
Brown Advisory
Maryland
$450K -$90.5K -1,092 -18%
TWC
435
TD Waterhouse Canada
Ontario, Canada
$448K +$236K +2,844 +138%
SW
436
SVB Wealth
Massachusetts
$442K +$249 +3 +0.1%
NDSIB
437
North Dakota State Investment Board
North Dakota
$442K -$166 -2 -0%
ECM
438
Everence Capital Management
Indiana
$441K
EAM
439
Erste Asset Management
Austria
$439K
IWM
440
IHT Wealth Management
Illinois
$439K -$110K -1,332 -21%
NW
441
NewEdge Wealth
Pennsylvania
$435K +$109K +1,310 +37%
KF
442
Krilogy Financial
Missouri
$434K +$154K +1,856 +62%
SCM
443
Shelton Capital Management
Colorado
$431K -$13.2K -159 -3%
FPAS
444
Focus Partners Advisor Solutions
Missouri
$430K +$398K +4,806 New
PCA
445
Pallas Capital Advisors
Massachusetts
$429K -$59.5K -718 -13%
SCM
446
Sterling Capital Management
North Carolina
$426K -$69K -833 -15%
FHC
447
First Horizon Corporation
Tennessee
$420K -$34.1K -412 -8%
PFGIA
448
Patriot Financial Group Insurance Agency
Massachusetts
$412K -$379K -4,574 -50%
AG
449
AlTi Global
New York
$410K +$13.5K +163 +4%
TWM
450
Tripletail Wealth Management
Florida
$407K