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Name Holding Trade Value Shares
Change
Change in
Stake
FMAEN1
401
Fund Management at Engine No 1
California
$195K +$22.7K +390 +14%
FNBOO
402
First National Bank of Omaha
Nebraska
$192K – – –
BC
403
Bowman & Company
Wisconsin
$191K +$187K +3,203 New
DWM
404
Dakota Wealth Management
Florida
$191K -$394K -6,752 -68%
SWA
405
ShankerValleau Wealth Advisors
Illinois
$188K – – –
LIM
406
Leavell Investment Management
Alabama
$185K – – –
DZ Bank
407
DZ Bank
Germany
$185K – – –
RP
408
Riverbridge Partners
Minnesota
$182K – – –
IWA
409
Icon Wealth Advisors
Texas
$181K -$6.36K -109 -3%
LIM
410
Longfellow Investment Management
Massachusetts
$179K – – –
VCP
411
Verus Capital Partners
Arizona
$177K +$5.89K +101 +4%
BAM
412
Belpointe Asset Management
Nevada
$177K +$22.9K +393 +15%
MG
413
Mather Group
Illinois
$176K +$3.62K +62 +2%
TCM
414
Triumph Capital Management
Colorado
$175K +$3.85K +66 +2%
SIA
415
Sit Investment Associates
Minnesota
$175K -$18.1K -310 -10%
CIA
416
Choate Investment Advisors
Massachusetts
$172K – – –
SC
417
Savant Capital
Illinois
$172K -$15.3K -263 -8%
IF
418
IRON Financial
Illinois
$168K -$22.3K -382 -12%
RFA
419
Resurgent Financial Advisors
Georgia
$168K +$165K +2,822 New
MNBTD
420
Moody National Bank Trust Division
Texas
$168K – – –
SFI
421
Siemens Fonds Invest
Germany
$166K -$24.3K -416 -13%
BAM
422
Blueshift Asset Management
New Jersey
$166K -$511K -8,760 -76%
DILIC
423
Dai-ichi Life Insurance Company
Japan
$164K – – –
TFS
424
Thoroughbred Financial Services
Tennessee
$164K -$292 -5 -0.2%
FTDI
425
First Trust Direct Indexing
Massachusetts
$163K +$2.86K +49 +2%