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Name Holding Trade Value Shares
Change
Change in
Stake
LRWA
526
Long Run Wealth Advisors
New York
$629K
FTDI
527
First Trust Direct Indexing
Massachusetts
$617K +$91.4K +585 +16%
LIM
528
Leavell Investment Management
Alabama
$613K
KLC
529
Knowledge Leaders Capital
Colorado
$610K +$244K +1,562 +61%
BNP Paribas Asset Management
530
BNP Paribas Asset Management
France
$609K +$211K +1,350 +49%
CCM
531
Coldstream Capital Management
Washington
$603K -$18.4K -118 -3%
AM
532
AGF Management
Ontario, Canada
$602K +$636K +4,073 New
SP
533
Symmetry Partners
Connecticut
$601K -$59.2K -379 -9%
GT
534
Greenleaf Trust
Michigan
$597K +$15.9K +102 +3%
SFA
535
Sequoia Financial Advisors
Ohio
$593K +$9.84K +63 +2%
AWS
536
Atria Wealth Solutions
New York
$590K +$75.1K +481 +14%
QC
537
Quadrature Capital
United Kingdom
$585K +$618K +3,959 New
HFM
538
Hartford Funds Management
Pennsylvania
$578K +$35.5K +227 +6%
FCBT
539
First Citizens Bank & Trust
North Carolina
$577K
Twin Tree Management
540
Twin Tree Management
Texas
$577K +$609K +3,902 New
Carson Wealth (CWM LLC)
541
Carson Wealth (CWM LLC)
Nebraska
$573K +$47K +301 +8%
SF
542
Synovus Financial
Georgia
$571K +$113K +722 +23%
BCV
543
Banque Cantonale Vaudoise
Switzerland
$565K -$18.1K -116 -3%
QI
544
Qtron Investments
Massachusetts
$560K +$592K +3,788 New
BP
545
Ballentine Partners
Massachusetts
$557K -$15.3K -98 -3%
SEC
546
Seven Eight Capital
New York
$548K +$38.3K +245 +7%
SC
547
Savant Capital
Illinois
$543K +$196K +1,258 +52%
VIM
548
Vinva Investment Management
Australia
$539K -$388K -2,482 -41%
EWA
549
EP Wealth Advisors
California
$538K -$92.9K -595 -14%
KPWS
550
Kestra Private Wealth Services
Texas
$537K +$59K +378 +12%