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Name Holding Trade Value Shares
Change
Change in
Stake
DWG
276
Darden Wealth Group
Michigan
$1.2M +$33.3K +50 +3%
EGM
277
Engineers Gate Manager
New York
$1.18M +$979K +1,472 New
MCM
278
MAI Capital Management
Ohio
$1.16M +$112K +169 +13%
OSAM
279
O'Shaughnessy Asset Management
Connecticut
$1.14M +$369K +555 +64%
Bank of Montreal
280
Bank of Montreal
Ontario, Canada
$1.13M +$74.5K +112 +9%
CCFM
281
Clear Creek Financial Management
Washington
$1.12M +$935K +1,405 New
BF
282
BOK Financial
Oklahoma
$1.12M -$120K -180 -11%
Vanguard Personalized Indexing Management
283
Vanguard Personalized Indexing Management
California
$1.11M +$98.5K +148 +12%
VFA
284
Valeo Financial Advisors
Indiana
$1.07M +$534K +802 +150%
X
285
Xponance
Pennsylvania
$1.05M +$43.2K +65 +5%
XF
286
XML Financial
Maryland
$1.05M +$110K +165 +14%
JSC
287
Jackson Square Capital
California
$1.05M -$159K -239 -15%
SLAM
288
Swiss Life Asset Management
$1.03M +$12K +18 +1%
Treasurer of the State of North Carolina
289
Treasurer of the State of North Carolina
North Carolina
$1.02M +$850K +1,277 New
SPC
290
Spirepoint Private Client
Florida
$1.02M +$31.9K +48 +4%
CL
291
CIM LLC
New York
$1.01M -$694K -1,043 -45%
Corient Private Wealth
292
Corient Private Wealth
Florida
$997K +$831K +1,249 New
AIP
293
Ameritas Investment Partners
Nebraska
$997K +$93.1K +140 +13%
PNC Financial Services Group
294
PNC Financial Services Group
Pennsylvania
$994K +$216K +324 +35%
FHA
295
Flagship Harbor Advisors
Massachusetts
$984K +$665 +1 +0.1%
HCM
296
Hollencrest Capital Management
California
$968K +$806K +1,212 New
P
297
&Partners
Tennessee
$962K +$863K +1,297 New
FFA
298
Farther Finance Advisors
California
$956K -$51.9K -78 -6%
CTC
299
Central Trust Company
Missouri
$952K +$198K +297 +33%
GT
300
Glenview Trust
Kentucky
$946K +$56.6K +85 +8%