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Name Holding Trade Value Shares
Change
Change in
Stake
SC
526
Sepio Capital
Utah
$624K +$5.99K +41 +1%
MSFS
527
Main Street Financial Solutions
Pennsylvania
$609K -$20.4K -140 -4%
HFM
528
Hartford Funds Management
Pennsylvania
$596K +$74.9K +513 +16%
PFO
529
Pathstone Family Office
New Jersey
$590K +$84.9K +581 +19%
OBWP
530
O'Brien Wealth Partners
Massachusetts
$585K -$1.75K -12 -0.3%
SIA
531
Strategic Investment Advisors
Michigan
$584K +$16.8K +115 +3%
FTDI
532
First Trust Direct Indexing
Massachusetts
$581K +$50.1K +343 +11%
Carson Wealth (CWM LLC)
533
Carson Wealth (CWM LLC)
Nebraska
$579K +$82.5K +565 +19%
WTC
534
WhitTier Trust Company
Nevada
$573K
CCIA
535
Campbell & Co Investment Adviser
Maryland
$569K +$3.36K +23 +0.7%
AWS
536
Atria Wealth Solutions
New York
$568K +$730 +5 +0.1%
PRC
537
Pearl River Capital
Michigan
$562K +$507K +3,470 New
SEC
538
Seven Eight Capital
New York
$561K +$506K +3,463 New
CWM
539
Connecticut Wealth Management
Connecticut
$554K -$1.9K -13 -0.4%
SWP
540
Strategic Wealth Partners
Ohio
$543K
MC
541
Machina Capital
France
$541K +$488K +3,340 New
KPWS
542
Kestra Private Wealth Services
Texas
$528K +$24K +164 +5%
VF
543
Virtu Financial
New York
$519K +$468K +3,205 New
CNBT
544
Canandaigua National Bank & Trust
New York
$515K
VAS
545
Vestmark Advisory Solutions
Massachusetts
$510K +$11.4K +78 +3%
SF
546
Synovus Financial
Georgia
$508K -$25.3K -173 -5%
AA
547
AlphaMark Advisors
Kentucky
$506K -$105K -716 -19%
HTC
548
Haverford Trust Company
Pennsylvania
$504K +$4.09K +28 +0.9%
ASN
549
Advisory Services Network
Georgia
$503K -$584 -4 -0.1%
HI
550
Horizon Investments
North Carolina
$497K +$373K +2,552 +495%