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Name Holding Trade Value Shares
Change
Change in
Stake
TF
476
TIAA FSB
Florida
$950K -$110K -370 -10%
LIP
477
Liontrust Investment Partners
United Kingdom
$944K +$178K +598 +22%
BPCE
478
Bank Pictet & Cie (Europe)
Germany
$942K -$86.3K -290 -8%
MFS
479
Monetta Financial Services
Illinois
$940K
NBT
480
Northwest Bank & Trust
Iowa
$928K +$970K +3,258 New
HKAM
481
Horizon Kinetics Asset Management
New York
$926K
MWM
482
Massachusetts Wealth Management
Massachusetts
$926K +$52.1K +175 +6%
TBWA
483
Three Bridge Wealth Advisors
California
$925K -$82.5K -277 -8%
IHL
484
Investment House LLC
California
$922K -$126K -424 -12%
APM
485
Advanced Portfolio Management
New York
$897K +$937K +3,149 New
CIM
486
CIM Investment Management
Pennsylvania
$897K +$6.55K +22 +0.7%
PGFC
487
Peapack-Gladstone Financial Corp
New Jersey
$895K +$22.3K +75 +2%
BTWM
488
Baker Tilly Wealth Management
Wisconsin
$885K +$8.34K +28 +0.9%
AGP
489
Autumn Glory Partners
Texas
$884K +$923K +3,102 New
SIP
490
Scott Investment Partners
United Kingdom
$883K
Cerity Partners
491
Cerity Partners
New York
$879K +$400K +1,344 +77%
FIM
492
Fernwood Investment Management
Massachusetts
$877K -$29.8K -100 -3%
EFM
493
E Fund Management
China
$875K -$109K -365 -11%
NA
494
NewEdge Advisors
Louisiana
$870K +$222K +745 +32%
FFM
495
Forum Financial Management
Illinois
$867K
KAS
496
Kestra Advisory Services
Texas
$863K +$223K +750 +33%
AWS
497
Atria Wealth Solutions
New York
$857K +$19.3K +65 +2%
AIM
498
Aquila Investment Management
New York
$855K
SAM
499
Simplify Asset Management
Nevada
$851K +$890K +2,989 New
TCOT
500
Trust Company of Toledo
Ohio
$848K +$330K +1,108 +59%