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Name Holding Trade Value Shares
Change
Change in
Stake
BFO
451
Biltmore Family Office
North Carolina
$423K +$432K +4,540 New
FTDI
452
First Trust Direct Indexing
Massachusetts
$417K +$101K +1,067 +31%
FAM
453
Formidable Asset Management
Ohio
$417K +$426K +4,480 New
SI
454
Stephens Inc
Arkansas
$412K -$276K -2,909 -40%
LNWWM
455
Laird Norton Wetherby Wealth Management
California
$410K +$17.6K +185 +4%
DEA
456
DoubleLine ETF Adviser
Florida
$409K +$418K +4,394 New
S
457
SignatureFD
Georgia
$408K +$94K +989 +29%
IIC
458
Integrated Investment Consultants
Michigan
$400K -$140K -1,472 -26%
IG
459
ING Group
Netherlands
$397K +$406K +4,268 New
Squarepoint
460
Squarepoint
New York
$397K -$14.3M -150,873 -97%
STA
461
Summit Trail Advisors
New York
$394K -$20.3K -214 -5%
LOAMS
462
Lombard Odier Asset Management (Switzerland)
Switzerland
$387K +$395K +4,156 New
NO
463
Ninety One
South Africa
$385K
SA
464
Syntax Advisors
New York
$384K -$10.1K -106 -3%
VCG
465
Vantage Consulting Group
Virginia
$384K -$10.1K -106 -3%
BWP
466
BSW Wealth Partners
Colorado
$381K +$21K +221 +6%
CCM
467
Coldstream Capital Management
Washington
$379K +$387K +4,072 New
AT
468
Arden Trust
Delaware
$377K -$11.3K -119 -3%
LFM
469
Lumina Fund Management
New York
$373K
CFG
470
Cooper Financial Group
California
$373K +$105K +1,103 +38%
Mercer Global Advisors
471
Mercer Global Advisors
Colorado
$372K +$53.8K +566 +17%
EWS
472
Evergreen Wealth Solutions
Pennsylvania
$368K +$29.1K +306 +8%
WA
473
Wealth Alliance
New York
$367K +$375K +3,941 New
AIP
474
Ameritas Investment Partners
Nebraska
$358K
RJT
475
Raymond James Trust
Florida
$354K -$10.1K -106 -3%