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Name Holding Trade Value Shares
Change
Change in
Stake
SWP
551
Stratos Wealth Partners
Ohio
$817K +$99.7K +579 +15%
TFGT
552
TS Financial Group (TSFG)
Illinois
$815K
SG
553
Sienna Gestion
France
$801K +$754K +4,380 New
PMA
554
Prudent Man Advisors
Illinois
$797K -$13.3K -77 -2%
TCM
555
Tributary Capital Management
Nebraska
$796K -$18.9K -110 -2%
S
556
SignatureFD
Georgia
$780K +$27.6K +160 +4%
LFM
557
LGT Fund Management
Liechtenstein
$771K +$727K +4,218 New
WG
558
Winton Group
United Kingdom
$768K +$723K +4,199 New
UCFA
559
United Capital Financial Advisors
Texas
$763K -$84.2K -489 -10%
LIM
560
Leavell Investment Management
Alabama
$759K
RWP
561
RWA Wealth Partners
Massachusetts
$747K -$11.7K -68 -2%
KPWS
562
Kestra Private Wealth Services
Texas
$746K +$37.2K +216 +6%
NA
563
NewEdge Advisors
Louisiana
$744K +$282K +1,636 +67%
GT
564
Greenleaf Trust
Michigan
$738K +$6.89K +40 +1%
IFS
565
Ifrah Financial Services
Arkansas
$730K -$12.1K -70 -2%
AWS
566
Atria Wealth Solutions
New York
$725K -$5.51K -32 -0.8%
SC
567
Savant Capital
Illinois
$712K +$12.2K +71 +2%
NAM
568
NorthCrest Asset Manangement
Minnesota
$712K -$43.1K -250 -6%
Capstone Investment Advisors
569
Capstone Investment Advisors
New York
$709K +$619K +3,595 +1,284%
MWM
570
MorganRosel Wealth Management
Colorado
$700K +$29.3K +170 +5%
BP
571
Ballentine Partners
Massachusetts
$696K +$8.44K +49 +1%
PA
572
Profund Advisors
Maryland
$692K +$123K +712 +23%
SP
573
Symmetry Partners
Connecticut
$688K
FCBT
574
First Citizens Bank & Trust
North Carolina
$686K
IMCOOI
575
Investment Management Corp of Ontario (IMCO)
Canada
$681K -$293K -1,700 -31%