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Name Holding Trade Value Shares
Change
Change in
Stake
BCM
451
Brasada Capital Management
Texas
$285K +$275K +3,000 New
FRM
452
Fox Run Management
Connecticut
$278K +$268K +2,928 New
IAA
453
Independent Advisor Alliance
North Carolina
$272K +$7.33K +80 +3%
WB
454
Webster Bank
Connecticut
$272K +$15.6K +170 +6%
RWA
455
Ropes Wealth Advisors
Massachusetts
$270K -$183K -2,000 -41%
NIM
456
NuWave Investment Management
New Jersey
$270K +$231K +2,524 +801%
WCM
457
Weld Capital Management
New York
$270K +$260K +2,838 New
ATC
458
Argent Trust Co
Tennessee
$268K +$2.56K +28 +1%
SSA
459
Schonfeld Strategic Advisors
New York
$266K +$256K +2,800 New
CL
460
CSS LLC
Illinois
$265K
LOAME
461
Lombard Odier Asset Management (Europe)
United Kingdom
$265K
AP
462
Advisors Preferred
Maryland
$262K +$252K +2,756 New
B
463
Barings
North Carolina
$260K +$250K +2,732 New
CC
464
ClearArc Capital
Ohio
$259K -$105K -1,145 -30%
RFC
465
Regions Financial Corp
Alabama
$259K +$1.92K +21 +0.8%
OFS
466
OneAscent Financial Services
Alabama
$259K +$250K +2,725 New
HI
467
Horizon Investments
North Carolina
$258K +$249K +2,718 New
IFWM
468
Institute for Wealth Management
Colorado
$245K -$64.1K -700 -21%
CRC
469
Curi RMB Capital
Illinois
$244K
Federated Hermes
470
Federated Hermes
Pennsylvania
$242K -$58.5K -639 -20%
WJWM
471
Williams Jones Wealth Management
New York
$240K +$231K +2,525 New
TPCW
472
TD Private Client Wealth
New York
$240K +$231K +2,523 New
VRS
473
Virginia Retirement Systems
Virginia
$237K
FAAS
474
First Allied Advisory Services
California
$233K +$224K +2,442 New
MFG
475
MidWestOne Financial Group
Iowa
$227K -$37.5K -410 -15%