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Name Holding Trade Value Shares
Change
Change in
Stake
WB
526
Webster Bank
Connecticut
$362K – – –
ACIM
527
Azimuth Capital Investment Management
Michigan
$361K -$19.3K -175 -5%
CP
528
Covenant Partners
Tennessee
$358K -$163K -1,476 -32%
TAM
529
Trust Asset Management
Texas
$357K +$13.8K +125 +4%
AT
530
Arden Trust
Delaware
$357K -$95.5K -865 -21%
BRWA
531
B. Riley Wealth Advisors
Florida
$352K -$28K -254 -7%
PAG
532
Private Advisor Group
New Jersey
$350K +$345K +3,123 New
TPW
533
Transatlantique Private Wealth
New York
$346K +$22.1K +200 +7%
PIM
534
Profit Investment Management
Maryland
$344K – – –
SB
535
Strategic Blueprint
Georgia
$343K +$773 +7 +0.2%
WWP
536
WR Wealth Planners
Missouri
$340K +$97.8K +886 +41%
IEFM
537
IQ EQ Fund Management
Ireland
$338K +$62.1K +563 +23%
CGL
538
Clarius Group LLC
Washington
$334K +$3.86K +35 +1%
BFS
539
Bradley Foster & Sargent
Connecticut
$333K +$36.9K +334 +13%
FA
540
Fortis Advisors
Pennsylvania
$323K – – –
ACM
541
Acrisure Capital Management
Texas
$322K +$317K +2,871 New
GI
542
GAMCO Investors
Connecticut
$322K -$5.52K -50 -2%
SFM
543
Systematic Financial Management
New Jersey
$321K – – –
QT
544
Quantamental Technologies
New York
$320K +$315K +2,856 New
CB
545
Cadence Bank
Mississippi
$320K -$102K -924 -24%
SC
546
Steph & Co
Wisconsin
$319K -$78.3K -709 -20%
VanEck Associates
547
VanEck Associates
New York
$312K +$307K +2,781 New
OWM
548
OneAscent Wealth Management
Alabama
$311K -$65.8K -596 -18%
AC
549
Abbrea Capital
California
$309K -$9.93K -90 -3%
QCG
550
Quadrant Capital Group
Ohio
$309K +$39.8K +361 +15%