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Name Holding Trade Value Shares
Change
Change in
Stake
BWM
576
Biltmore Wealth Management
Arizona
$782K +$25.7K +185 +4%
IAA
577
Independent Advisor Alliance
North Carolina
$778K +$35.6K +257 +5%
CAM
578
Cresset Asset Management
Illinois
$775K +$301K +2,171 +70%
IC
579
Inscription Capital
Texas
$758K +$370K +2,670 +108%
JSW
580
Journey Strategic Wealth
New Jersey
$753K +$10.7K +77 +2%
CCM
581
Cullen Capital Management
New York
$752K – – –
GPA
582
Garrison Point Advisors
California
$752K -$26.4K -190 -4%
TWM
583
Thrive Wealth Management
Pennsylvania
$739K +$7.63K +55 +1%
CI
584
Corient IA
Florida
$738K – – –
CFO
585
Callan Family Office
Pennsylvania
$731K -$12.1K -87 -2%
Connor, Clark & Lunn Investment Management (CC&L)
586
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$728K +$684K +4,935 New
VWM
587
Venturi Wealth Management
Texas
$725K +$72.3K +521 +12%
CB
588
Commerce Bank
Missouri
$723K -$57.4K -414 -8%
VIM
589
Vinva Investment Management
Australia
$717K +$331K +2,387 +92%
GAA
590
Green Alpha Advisors
Colorado
$715K -$30.7K -221 -4%
CCA
591
Conestoga Capital Advisors
Pennsylvania
$715K +$2.77K +20 +0.4%
GI
592
GAMMA Investing
California
$709K +$86.7K +625 +15%
SRC
593
Shufro Rose & Co
New York
$708K -$13.9K -100 -2%
EW
594
Evexia Wealth
Wisconsin
$708K -$3.61K -26 -0.5%
CSI
595
Cross Staff Investments
New York
$708K – – –
IIC
596
Ironwood Investment Counsel
Arizona
$705K -$14.8K -107 -2%
BB
597
Berkshire Bank
Massachusetts
$704K -$14.1K -102 -2%
CL
598
Choreo LLC
Illinois
$703K +$172K +1,241 +35%
VI
599
Vestcor Inc
New Brunswick, Canada
$699K – – –
WIM
600
Waycross Investment Management
Washington
$689K -$22.6K -163 -3%