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Name Holding Trade Value Shares
Change
Change in
Stake
DT
426
Diversified Trust
Tennessee
$350K +$3.31K +46 +1%
CFO
427
Callan Family Office
Pennsylvania
$345K +$13.1K +182 +4%
QIM
428
Quantitative Investment Management
Virginia
$345K +$334K +4,647 New
UM
429
UniSuper Management
Australia
$342K
VT
430
Vise Technologies
New York
$342K +$27.6K +383 +9%
CB
431
Commerce Bank
Missouri
$320K +$2.09K +29 +0.7%
Lido Advisors
432
Lido Advisors
California
$315K +$40.3K +560 +15%
FIA
433
Foundations Investment Advisors
Arizona
$314K -$2.81K -39 -0.9%
VCM
434
Versant Capital Management
Arizona
$313K -$1.8K -25 -0.6%
TG
435
TCW Group
California
$313K +$303K +4,207 New
SH
436
SLT Holdings
Arizona
$313K
AWA
437
Aaron Wealth Advisors
Illinois
$309K -$8.42K -117 -3%
RWM
438
Ritholtz Wealth Management
New York
$307K +$864 +12 +0.3%
Carson Wealth (CWM LLC)
439
Carson Wealth (CWM LLC)
Nebraska
$303K -$646K -8,982 -69%
AWM
440
Arista Wealth Management
Nevada
$299K +$289K +4,018 New
PA
441
Parallel Advisors
California
$299K -$3.24K -45 -1%
FFA
442
Farther Finance Advisors
California
$299K +$183K +2,544 +173%
IA
443
IFP Advisors
Florida
$295K -$64.1K -890 -18%
SFI
444
Siemens Fonds Invest
Germany
$283K
WWM
445
Western Wealth Management
Colorado
$283K -$6.84K -95 -2%
CW
446
CreativeOne Wealth
Kansas
$280K -$186K -2,588 -41%
SA
447
Sanctuary Advisors
Indiana
$276K +$31.9K +443 +14%
BC
448
Bayforest Capital
United Kingdom
$273K +$132K +1,837 +101%
BIG
449
Brooklyn Investment Group
New York
$271K +$258K +3,591 New
FRA
450
Frank Rimerman Advisors
California
$269K -$1.01K -14 -0.4%