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Name Holding Trade Value Shares
Change
Change in
Stake
ECM
726
Evergreen Capital Management
Washington
$363K +$24.8K +180 +7%
NW
727
NewEdge Wealth
Pennsylvania
$362K -$45.1K -328 -11%
AG
728
AlTi Global
New York
$362K -$23.7K -172 -6%
FHA
729
First Horizon Advisors
Tennessee
$360K -$61.8K -449 -14%
HSA
730
HBK Sorce Advisory
Pennsylvania
$358K -$7.16K -52 -2%
HFS
731
Howard Financial Services
Texas
$358K
CCIA
732
Cherry Creek Investment Advisors
Colorado
$358K +$1.65K +12 +0.4%
BBHC
733
Brown Brothers Harriman & Co
New York
$356K
KA
734
Kintegral Advisory
New York
$354K +$10K +73 +3%
JCM
735
Jacobi Capital Management
Pennsylvania
$354K -$688 -5 -0.2%
VNA
736
Valley National Advisers
Pennsylvania
$351K +$551 +4 +0.2%
PFBT
737
Parkside Financial Bank & Trust
Missouri
$351K +$7.29K +53 +2%
MYIA
738
Mount Yale Investment Advisors
Colorado
$350K -$126K -917 -26%
KCM
739
Kathmere Capital Management
Pennsylvania
$350K -$13.4K -97 -4%
HL
740
HeadInvest LLC
Maine
$349K -$12K -87 -3%
TFF
741
The Family Firm
Maryland
$348K +$275 +2 +0.1%
GCM
742
Gables Capital Management
Florida
$347K
WH
743
Willner & Heller
California
$347K +$1.38K +10 +0.4%
SP
744
Symmetry Partners
Connecticut
$346K
GM
745
GeoWealth Management
Illinois
$345K +$36.5K +265 +11%
SGI
746
Summit Global Investments
Utah
$344K
SA
747
SRH Advisors
Kansas
$343K
GDP
748
Great Diamond Partners
Maine
$342K -$47.3K -344 -12%
WI
749
Wintrust Investments
Illinois
$341K +$1.38K +10 +0.4%
Kovitz Investment Group Partners
750
Kovitz Investment Group Partners
Illinois
$340K +$351K +2,548 New