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Name Holding Trade Value Shares
Change
Change in
Stake
OWA
351
One Wealth Advisors
California
$304K +$287K +3,886 New
HJIM
352
Henry James International Management
New York
$302K
BFO
353
Boston Family Office
Massachusetts
$302K
WSTAM
354
Wilbanks Smith & Thomas Asset Management
Virginia
$301K
GT
355
Glenmede Trust
Pennsylvania
$299K -$7.17K -97 -2%
CFGS
356
Concourse Financial Group Securities
Alabama
$296K -$58.4K -790 -17%
PWP
357
Pursue Wealth Partners
California
$296K
Mitsubishi UFJ Trust & Banking
358
Mitsubishi UFJ Trust & Banking
Japan
$296K -$3.25K -44 -1%
AWS
359
Atria Wealth Solutions
New York
$294K +$17.1K +231 +7%
Simplex Trading
360
Simplex Trading
Illinois
$294K +$279K +3,774 New
CWM
361
Calamos Wealth Management
Illinois
$289K -$6.94K -94 -2%
DBRC
362
D.B. Root & Company
Pennsylvania
$287K -$37.3K -505 -12%
FT
363
Fiduciary Trust
Massachusetts
$286K +$18.2K +247 +7%
AC
364
Avestar Capital
New York
$284K -$51.6K -699 -16%
BBW
365
Blue Barn Wealth
Utah
$283K +$21.5K +291 +9%
SIA
366
Schechter Investment Advisors
Michigan
$283K -$148 -2 -0.1%
VA
367
Vident Advisory
Georgia
$282K +$11K +149 +4%
MG
368
Marex Group
$278K +$50.1K +678 +24%
LNC
369
Lincoln National Corp
Pennsylvania
$278K +$29.7K +402 +13%
VCM
370
Virtue Capital Management
Tennessee
$276K -$7.98K -108 -3%
EVM
371
Evelyn V. Moreno
$275K
Capstone Investment Advisors
372
Capstone Investment Advisors
New York
$272K -$274K -3,705 -52%
William Blair & Company
373
William Blair & Company
Illinois
$265K -$25.9K -351 -9%
ECM
374
Evergreen Capital Management
Washington
$262K -$6.57K -89 -3%
LAS
375
LWM Advisory Services
Florida
$259K +$1.85K +25 +0.8%