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Name Holding Trade Value Shares
Change
Change in
Stake
EP Wealth Advisors
426
EP Wealth Advisors
California
$235K +$222K +4,794 New
EPWM
427
Essex Private Wealth Management
Massachusetts
$234K -$240K -5,188 -52%
William Blair & Company
428
William Blair & Company
Illinois
$233K +$220K +4,748 New
BRWA
429
B. Riley Wealth Advisors
Florida
$232K -$316K -6,829 -59%
SSWM
430
Sheets Smith Wealth Management
North Carolina
$232K +$218K +4,725 New
PCS
431
Personal CFO Solutions
New Jersey
$228K -$14.6K -315 -6%
NewEdge Advisors
432
NewEdge Advisors
Louisiana
$226K +$213K +4,601 New
BUB
433
BBVA USA Bancshares
Texas
$226K +$213K +4,613 New
CCP
434
Corient Capital Partners
California
$221K -$17.2K -373 -8%
Westfield Capital Management
435
Westfield Capital Management
Massachusetts
$218K +$205K +4,442 New
Forvis Mazars Wealth Advisors
436
Forvis Mazars Wealth Advisors
Missouri
$218K +$206K +4,455 New
WGA
437
Weather Gauge Advisory
Virginia
$217K +$204K +4,423 New
AWAP
438
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$216K +$204K +4,408 New
Segall Bryant & Hamill
439
Segall Bryant & Hamill
Illinois
$209K +$196K +4,241 New
TFS
440
TrustCore Financial Services
Tennessee
$206K -$358K -7,740 -65%
Stephens Inc
441
Stephens Inc
Arkansas
$204K -$42.5K -920 -18%
Wealthspire Advisors (New York)
442
Wealthspire Advisors (New York)
New York
$203K +$192K +4,146 New
Buckingham Strategic Wealth
443
Buckingham Strategic Wealth
Missouri
$202K +$190K +4,119 New
AOWM
444
Alpha Omega Wealth Management
Virginia
$201K +$189K +4,095 New
KA
445
Kovack Advisors
Florida
$201K +$190K +4,104 New
ARMT
446
Amica Retiree Medical Trust
Rhode Island
$197K – – –
Wolverine Asset Management
447
Wolverine Asset Management
Illinois
$172K +$163K +3,521 New
Acadian Asset Management
448
Acadian Asset Management
Massachusetts
$170K -$138K -2,975 -46%
CFA
449
Carroll Financial Associates
North Carolina
$167K -$92 -2 -0.1%
Federated Hermes
450
Federated Hermes
Pennsylvania
$167K +$133K +2,870 +530%