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Name Holding Trade Value Shares
Change
Change in
Stake
CMI
1176
Clare Market Investments
Texas
$588K -$89.6K -539 -13%
MPWS
1177
McCarter Private Wealth Services
Massachusetts
$588K +$37.4K +225 +7%
CA
1178
Claro Advisors
Massachusetts
$588K +$594K +3,570 New
Burney Company
1179
Burney Company
Virginia
$587K -$197K -1,182 -25%
Mather Group
1180
Mather Group
Illinois
$584K +$25.1K +151 +4%
Forvis Mazars Wealth Advisors
1181
Forvis Mazars Wealth Advisors
Missouri
$582K +$85.5K +514 +17%
SWM
1182
SilverOak Wealth Management
Minnesota
$581K – – –
MLA
1183
My Legacy Advisors
Oregon
$579K -$4.66K -28 -0.8%
Forum Financial Management
1184
Forum Financial Management
Illinois
$579K -$31.3K -188 -5%
IAIM
1185
International Assets Investment Management
Florida
$579K -$21.5K -129 -4%
DO
1186
denkapparat Operations
Germany
$579K +$204K +1,226 +54%
PB
1187
Pinnacle Bancorp
Nebraska
$577K -$15.5K -93 -3%
TA
1188
TFG Advisers
Michigan
$576K -$71.5K -430 -11%
ACM
1189
Andina Capital Management
Utah
$574K +$580K +3,487 New
AA
1190
AlphaQ Advisors
Florida
$572K -$2.49K -15 -0.4%
Sagespring Wealth Partners
1191
Sagespring Wealth Partners
Tennessee
$571K +$164K +984 +40%
Fred Alger Management
1192
Fred Alger Management
New York
$571K -$30.9K -186 -5%
BI
1193
BlueSpruce Investments
Illinois
$569K -$171K -1,028 -23%
BIA
1194
BHK Investment Advisors
Alabama
$568K +$574K +3,452 New
Centiva Capital
1195
Centiva Capital
New York
$568K -$534K -3,213 -48%
AC
1196
AXQ Capital
New Jersey
$568K +$573K +3,448 New
AWM
1197
Aberdeen Wealth Management
Illinois
$567K – – –
GWMR
1198
GC Wealth Management RIA
Massachusetts
$565K -$98.8K -594 -15%
BTD
1199
BankPlus Trust Department
Mississippi
$562K +$42.1K +253 +8%
HA
1200
Herold Advisors
New York
$560K – – –