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Name Holding Trade Value Shares
Change
Change in
Stake
BRWA
401
B. Riley Wealth Advisors
Florida
$355K +$85.2K +1,014 +34%
PWMG
402
Pinnacle Wealth Management Group
Michigan
$352K
CCM
403
Coldstream Capital Management
Washington
$347K +$328K +3,906 New
FTDI
404
First Trust Direct Indexing
Massachusetts
$343K +$324K +3,852 New
SBH
405
Segall Bryant & Hamill
Illinois
$341K
GCP
406
GSA Capital Partners
United Kingdom
$336K +$317K +3,776 New
Aviva
407
Aviva
United Kingdom
$335K +$2.52K +30 +0.8%
ONB
408
Old National Bancorp
Indiana
$332K +$925 +11 +0.3%
SP
409
Symmetry Partners
Connecticut
$331K -$351K -4,179 -53%
SAM
410
Shell Asset Management
Netherlands
$323K -$108K -1,282 -26%
BPA
411
Beacon Pointe Advisors
California
$322K -$40.8K -486 -12%
EWM
412
Evercore Wealth Management
New York
$320K
BAMG
413
Brand Asset Management Group
Missouri
$315K +$756 +9 +0.3%
ETH
414
Exos TFP Holdings
New York
$311K +$2.69K +32 +0.9%
EWM
415
Empirical Wealth Management
Washington
$308K -$74.7K -889 -20%
LFG
416
Larson Financial Group
Missouri
$307K +$168 +2 +0.1%
BBA
417
BLB&B Advisors
Pennsylvania
$304K -$3.36K -40 -1%
AWS
418
Atria Wealth Solutions
New York
$304K -$26.6K -317 -8%
ECM
419
Everence Capital Management
Indiana
$302K +$286K +3,400 New
PFBT
420
Parkside Financial Bank & Trust
Missouri
$299K +$22.3K +265 +9%
RJT
421
Raymond James Trust
Florida
$297K -$43.9K -522 -13%
CBT
422
CoreFirst Bank & Trust
Kansas
$297K
PAS
423
Park Avenue Securities
New York
$296K +$21.6K +257 +8%
BFW
424
Brady Family Wealth
Missouri
$295K +$279K +3,320 New
CG
425
Colony Group
Massachusetts
$292K -$6.72K -80 -2%