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Name Holding Trade Value Shares
Change
Change in
Stake
EPWM
426
Essex Private Wealth Management
Massachusetts
$234K -$240K -5,188 -52%
William Blair & Company
427
William Blair & Company
Illinois
$233K +$220K +4,748 New
BRWA
428
B. Riley Wealth Advisors
Florida
$232K -$316K -6,829 -59%
SSWM
429
Sheets Smith Wealth Management
North Carolina
$232K +$218K +4,725 New
PCS
430
Personal CFO Solutions
New Jersey
$228K -$14.6K -315 -6%
NA
431
NewEdge Advisors
Louisiana
$226K +$213K +4,601 New
BUB
432
BBVA USA Bancshares
Texas
$226K +$213K +4,613 New
CCP
433
Corient Capital Partners
California
$221K -$17.2K -373 -8%
Westfield Capital Management
434
Westfield Capital Management
Massachusetts
$218K +$205K +4,442 New
FMWA
435
Forvis Mazars Wealth Advisors
Missouri
$218K +$206K +4,455 New
WGA
436
Weather Gauge Advisory
Virginia
$217K +$204K +4,423 New
AWAP
437
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$216K +$204K +4,408 New
SBH
438
Segall Bryant & Hamill
Illinois
$209K +$196K +4,241 New
TFS
439
TrustCore Financial Services
Tennessee
$206K -$358K -7,740 -65%
SI
440
Stephens Inc
Arkansas
$204K -$42.5K -920 -18%
WANY
441
Wealthspire Advisors (New York)
New York
$203K +$192K +4,146 New
BSW
442
Buckingham Strategic Wealth
Missouri
$202K +$190K +4,119 New
AOWM
443
Alpha Omega Wealth Management
Virginia
$201K +$189K +4,095 New
KA
444
Kovack Advisors
Florida
$201K +$190K +4,104 New
ARMT
445
Amica Retiree Medical Trust
Rhode Island
$197K
WAM
446
Wolverine Asset Management
Illinois
$172K +$163K +3,521 New
Acadian Asset Management
447
Acadian Asset Management
Massachusetts
$170K -$138K -2,975 -46%
CFA
448
Carroll Financial Associates
North Carolina
$167K -$92 -2 -0.1%
Federated Hermes
449
Federated Hermes
Pennsylvania
$167K +$133K +2,870 +530%
APA
450
American Portfolios Advisors
New York
$165K -$6.52K -141 -4%