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Name Holding Trade Value Shares
Change
Change in
Stake
RAM
601
RWC Asset Management
United Kingdom
$739K
DAS
602
Dynamic Advisor Solutions
Arizona
$737K -$7.77K -54 -1%
WFG
603
Wormser Freres Gestion
France
$732K -$357K -2,485 -32%
IC
604
Inscription Capital
Texas
$727K +$28.5K +198 +4%
CAM
605
Cresset Asset Management
Illinois
$726K +$12.1K +84 +2%
CPCPP
606
Canada Post Corporation Pension Plan
Canada
$725K +$186K +1,290 +32%
BWM
607
Biltmore Wealth Management
Arizona
$723K +$1.87K +13 +0.2%
IAA
608
Independent Advisor Alliance
North Carolina
$719K +$719 +5 +0.1%
FPF
609
First Pacific Financial
Washington
$719K -$53.6K -373 -7%
CFG
610
Capital Financial Group
Colorado
$708K +$747K +5,196 New
SC
611
Syon Capital
California
$707K +$212K +1,476 +40%
SC
612
Savant Capital
Illinois
$706K -$80K -556 -10%
JSW
613
Journey Strategic Wealth
New Jersey
$703K +$7.91K +55 +1%
VWM
614
Venturi Wealth Management
Texas
$692K +$23.6K +164 +3%
AG
615
AIA Group
Hong Kong
$690K -$342K -2,376 -32%
AG
616
Algert Global
California
$684K +$722K +5,020 New
GAA
617
Green Alpha Advisors
Colorado
$684K +$24.6K +171 +4%
TWM
618
Thrive Wealth Management
Pennsylvania
$683K +$719 +5 +0.1%
CI
619
Corient IA
Florida
$681K
GPA
620
Garrison Point Advisors
California
$674K -$21.6K -150 -3%
CI
621
CX Institutional
Indiana
$673K +$39K +271 +6%
HAG
622
HighPoint Advisor Group
Illinois
$666K +$88.6K +616 +14%
TSMHT
623
Thurston Springer Miller Herd & Titak
Indiana
$665K +$460K +3,196 +189%
GI
624
GAMMA Investing
California
$660K +$6.04K +42 +0.9%
CSI
625
Cross Staff Investments
New York
$654K