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Name Holding Trade Value Shares
Change
Change in
Stake
MSE
501
MUFG Securities EMEA
United Kingdom
$329K – – –
ACIM
502
Azimuth Capital Investment Management
Michigan
$326K +$374K +3,665 New
TPCW
503
TD Private Client Wealth
New York
$325K +$61.8K +606 +20%
RFC
504
Regions Financial Corp
Alabama
$321K -$122K -1,195 -25%
TCM
505
Teza Capital Management
Illinois
$317K +$363K +3,558 New
AIP
506
Ameritas Investment Partners
Nebraska
$315K – – –
LNWWM
507
Laird Norton Wetherby Wealth Management
California
$314K -$17.8K -174 -5%
OSAM
508
O'Shaughnessy Asset Management
Connecticut
$314K +$102K +999 +40%
CI
509
Cigna Investments
Connecticut
$310K -$132K -1,293 -27%
FFA
510
First Foundation Advisors
California
$308K +$28.9K +283 +9%
OFS
511
OneAscent Financial Services
Alabama
$307K -$26.8K -263 -7%
SF
512
Synovus Financial
Georgia
$307K +$6.84K +67 +2%
SC
513
Steph & Co
Wisconsin
$306K +$73.9K +724 +27%
XT
514
XTX Topco
Cayman Islands
$306K +$131K +1,279 +59%
NA
515
NewEdge Advisors
Louisiana
$300K +$343K +3,362 New
S
516
SignatureFD
Georgia
$298K -$44.1K -432 -11%
FTDI
517
First Trust Direct Indexing
Massachusetts
$298K +$53.2K +521 +18%
ARC
518
Advisor Resource Council
Texas
$297K +$340K +3,331 New
DY
519
Dowling & Yahnke
California
$295K +$104K +1,021 +45%
WB
520
Webster Bank
Connecticut
$293K -$9.69K -95 -3%
IA
521
IFP Advisors
Florida
$290K – – –
P
522
Pitcairn
Pennsylvania
$289K -$816 -8 -0.2%
TI
523
Tidal Investments
Wisconsin
$287K -$3.06K -30 -0.9%
GT
524
Greenleaf Trust
Michigan
$282K +$32.2K +316 +11%
JF
525
Jump Financial
Illinois
$279K +$96.5K +946 +44%