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Name Holding Trade Value Shares
Change
Change in
Stake
HI
476
Horizon Investments
North Carolina
$697K +$153K +2,026 +29%
PWM
477
Perigon Wealth Management
California
$696K +$180K +2,388 +36%
FSA
478
Fort Sheridan Advisors
Illinois
$674K
TAFW
479
Tred Avon Family Wealth
Maryland
$671K +$52K +690 +9%
NAM
480
NorthCrest Asset Manangement
Minnesota
$668K +$311K +4,119 +89%
FWP
481
Family Wealth Partners
North Carolina
$659K +$60.3K +799 +10%
RSWM
482
Robertson Stephens Wealth Management
California
$657K +$3.09K +41 +0.5%
KA
483
Kintegral Advisory
New York
$656K -$17.4K -231 -3%
JWCA
484
J.W. Cole Advisors
Florida
$654K -$133K -1,764 -12%
EPW
485
Evolve Private Wealth
California
$648K +$628K +8,323 New
PA
486
Profund Advisors
Maryland
$647K +$170K +2,255 +37%
BPA
487
Beacon Pointe Advisors
California
$644K -$31.8K -421 -5%
TE
488
Tema ETFs
New York
$639K -$1.81K -24 -0.3%
MA
489
Mutual Advisors
Nebraska
$638K -$5.81K -77 -0.9%
Koshinski Asset Management
490
Koshinski Asset Management
Illinois
$629K +$2.87K +38 +0.5%
CIBC Private Wealth Group
491
CIBC Private Wealth Group
Georgia
$624K +$34.8K +462 +6%
EIP
492
Easterly Investment Partners
Massachusetts
$612K +$597K +7,913 New
CL
493
Choreo LLC
Illinois
$603K -$88.9K -1,179 -13%
EFS
494
Essex Financial Services
Connecticut
$602K +$113K +1,499 +24%
V
495
ViaWealth
Kansas
$600K +$1.58K +21 +0.3%
GHI
496
Gross & Hartman Investments
Pennsylvania
$595K +$580K +7,691 New
SHFC
497
Safe Harbor Family Capital
North Carolina
$595K +$580K +7,691 New
GFM
498
GF Fund Management
China
$583K -$5.96K -79 -1%
GT
499
Glenview Trust
Kentucky
$583K +$1.06K +14 +0.2%
RWP
500
RWA Wealth Partners
Massachusetts
$575K +$905 +12 +0.2%