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Name Holding Trade Value Shares
Change
Change in
Stake
Atria Wealth Solutions
676
Atria Wealth Solutions
New York
$523K -$26K -88 -5%
MIM
677
Martin Investment Management
Florida
$523K +$26.6K +90 +5%
GWM
678
Gibbs Wealth Management
Georgia
$520K +$145K +491 +38%
OTL
679
Oak Thistle LLC
New York
$519K +$522K +1,767 New
Advisors Asset Management
680
Advisors Asset Management
Colorado
$517K -$52.9K -179 -9%
KA
681
Kintegral Advisory
New York
$517K +$23.9K +81 +5%
Vestmark Advisory Solutions
682
Vestmark Advisory Solutions
Massachusetts
$513K +$84K +284 +19%
YC
683
Yarbrough Capital
Tennessee
$513K – – –
HFAS
684
Hummer Financial Advisory Services
Illinois
$509K -$82.8K -280 -14%
HI
685
Hudock Inc
Pennsylvania
$506K +$509K +1,721 New
S
686
SimplyRich
California
$502K – – –
CA
687
Crane Advisory
California
$499K -$2.96K -10 -0.6%
FA
688
FDx Advisors
Illinois
$498K -$188K -637 -27%
Blue Trust Inc
689
Blue Trust Inc
Georgia
$496K +$279K +942 +173%
NCMW
690
Northern Capital Management (Washington)
Washington
$496K – – –
AustralianSuper
691
AustralianSuper
Australia
$491K – – –
XTX Topco
692
XTX Topco
Cayman Islands
$487K -$901K -3,046 -65%
Ballentine Partners
693
Ballentine Partners
Massachusetts
$485K -$133K -449 -21%
SB
694
Sunflower Bank
Texas
$484K +$18.3K +62 +4%
RZH
695
Relyea Zuckerberg Hanson
Connecticut
$483K -$10.9K -37 -2%
Dynasty Wealth Management
696
Dynasty Wealth Management
Florida
$482K +$1.77K +6 +0.4%
Wedmont Private Capital
697
Wedmont Private Capital
Pennsylvania
$481K -$54.7K -185 -10%
Conning Inc
698
Conning Inc
Connecticut
$480K +$3.25K +11 +0.7%
Prospera Financial Services
699
Prospera Financial Services
Texas
$480K -$49.1K -166 -9%
FBFS
700
First Business Financial Services
Wisconsin
$479K – – –