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Name Holding Trade Value Shares
Change
Change in
Stake
DMBA
476
Deseret Mutual Benefit Administrators
Utah
$655K +$59.1K +289 +10%
DTL
477
Dynamic Technology Lab
Singapore
$650K +$651K +3,186 New
BTWM
478
Baker Tilly Wealth Management
Wisconsin
$646K -$5.11K -25 -0.8%
EF
479
Empirical Finance
Pennsylvania
$643K +$32.1K +157 +5%
GCP
480
GSA Capital Partners
United Kingdom
$640K -$158K -774 -20%
VCA
481
Verdence Capital Advisors
Maryland
$640K -$53.4K -261 -8%
SIP
482
Scott Investment Partners
United Kingdom
$632K – – –
EWS
483
Evergreen Wealth Solutions
Pennsylvania
$630K -$2.66K -13 -0.4%
Fifth Third Bancorp
484
Fifth Third Bancorp
Ohio
$624K -$45.8K -224 -7%
P
485
Pitcairn
Pennsylvania
$622K -$36K -176 -5%
BW
486
Basepoint Wealth
Iowa
$620K -$37.8K -185 -6%
TSWM
487
Triangle Securities Wealth Management
North Carolina
$618K -$32.5K -159 -5%
IA
488
IFP Advisors
Florida
$616K – – –
BC
489
Burney Company
Virginia
$612K -$34.5K -169 -5%
AWE
490
Avidian Wealth Enterprises
Texas
$608K +$73.2K +358 +14%
CAM
491
Cresset Asset Management
Illinois
$602K -$124K -607 -17%
RJT
492
Raymond James Trust
Florida
$602K -$70.1K -343 -10%
KIA
493
KCM Investment Advisors
California
$596K -$204 -1 -0%
Westfield Capital Management
494
Westfield Capital Management
Massachusetts
$595K -$2.04K -10 -0.3%
FT
495
Fiduciary Trust
Massachusetts
$593K -$2.04K -10 -0.3%
MTIC
496
Missouri Trust & Investment Company
Missouri
$588K +$53.2K +260 +10%
FA
497
FDx Advisors
Illinois
$587K -$91.4K -447 -13%
FRM
498
Fox Run Management
Connecticut
$584K +$257K +1,255 +78%
SIG
499
Stonegate Investment Group
Alabama
$577K +$1.02K +5 +0.2%
M
500
Mirova
France
$576K +$578K +2,826 New