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Name Holding Trade Value Shares
Change
Change in
Stake
S
501
SignatureFD
Georgia
$566K +$115K +690 +25%
CP
502
Covenant Partners
Tennessee
$564K – – –
OWM
503
OneAscent Wealth Management
Alabama
$561K -$367K -2,200 -39%
SC
504
Shay Capital
New York
$561K +$567K +3,400 New
BWM
505
BlackDiamond Wealth Management
New York
$560K +$566K +3,392 New
MWM
506
Mission Wealth Management
California
$559K +$20.2K +121 +4%
William Blair & Company
507
William Blair & Company
Illinois
$557K – – –
WB
508
Webster Bank
Connecticut
$557K +$47.6K +285 +9%
FTDI
509
First Trust Direct Indexing
Massachusetts
$554K -$26.9K -161 -5%
VI
510
Vestcor Inc
New Brunswick, Canada
$551K -$108K -648 -16%
LP
511
Lloyd Park
Illinois
$551K +$558K +3,343 New
SP
512
Symmetry Partners
Connecticut
$544K -$96.5K -578 -15%
SM
513
Sciencast Management
New Jersey
$539K +$232K +1,393 +80%
WI
514
Wahed Invest
New York
$533K +$539K +3,230 New
SIA
515
Sit Investment Associates
Minnesota
$528K +$534K +3,200 New
NERM
516
New England Research & Management
Illinois
$520K +$246K +1,475 +88%
AWA
517
Arkadios Wealth Advisors
Georgia
$511K +$25.4K +152 +5%
PIM
518
Profit Investment Management
Maryland
$506K – – –
CGL
519
Clarius Group LLC
Washington
$506K +$58.4K +350 +13%
MFG
520
Menard Financial Group
Texas
$503K +$667 +4 +0.1%
TMAM
521
Tokio Marine Asset Management
Japan
$502K +$39K +234 +8%
SF
522
Symphony Financial
Texas
$502K +$196K +1,173 +64%
CAN
523
Cetera Advisor Networks
California
$501K +$43.2K +259 +9%
ARC
524
Advisor Resource Council
Texas
$501K +$507K +3,038 New
BPM
525
Bowling Portfolio Management
Ohio
$496K – – –