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Name Holding Trade Value Shares
Change
Change in
Stake
IAA
576
Independent Advisor Alliance
North Carolina
$778K +$35.6K +257 +5%
CAM
577
Cresset Asset Management
Illinois
$775K +$301K +2,171 +70%
IC
578
Inscription Capital
Texas
$758K +$370K +2,670 +108%
JSW
579
Journey Strategic Wealth
New Jersey
$753K +$10.7K +77 +2%
CCM
580
Cullen Capital Management
New York
$752K
GPA
581
Garrison Point Advisors
California
$752K -$26.4K -190 -4%
TWM
582
Thrive Wealth Management
Pennsylvania
$739K +$7.63K +55 +1%
CI
583
Corient IA
Florida
$738K
CFO
584
Callan Family Office
Pennsylvania
$731K -$12.1K -87 -2%
Connor, Clark & Lunn Investment Management (CC&L)
585
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$728K +$684K +4,935 New
VWM
586
Venturi Wealth Management
Texas
$725K +$72.3K +521 +12%
CB
587
Commerce Bank
Missouri
$723K -$57.4K -414 -8%
VIM
588
Vinva Investment Management
Australia
$717K +$331K +2,387 +92%
GAA
589
Green Alpha Advisors
Colorado
$715K -$30.7K -221 -4%
CCA
590
Conestoga Capital Advisors
Pennsylvania
$715K +$2.77K +20 +0.4%
GI
591
GAMMA Investing
California
$709K +$86.7K +625 +15%
SRC
592
Shufro Rose & Co
New York
$708K -$13.9K -100 -2%
EW
593
Evexia Wealth
Wisconsin
$708K -$3.61K -26 -0.5%
CSI
594
Cross Staff Investments
New York
$708K
IIC
595
Ironwood Investment Counsel
Arizona
$705K -$14.8K -107 -2%
BB
596
Berkshire Bank
Massachusetts
$704K -$14.1K -102 -2%
CL
597
Choreo LLC
Illinois
$703K +$172K +1,241 +35%
VI
598
Vestcor Inc
New Brunswick, Canada
$699K
WIM
599
Waycross Investment Management
Washington
$689K -$22.6K -163 -3%
CI
600
CX Institutional
Indiana
$689K +$353K +2,548 +120%