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Name Holding Trade Value Shares
Change
Change in
Stake
FHWM
576
Fox Hill Wealth Management
Massachusetts
$493K +$468K +1,904 New
PA
577
Parallel Advisors
California
$492K -$8.11K -33 -2%
RFC
578
Regions Financial Corp
Alabama
$485K -$16.2K -66 -3%
MIS
579
Morningstar Investment Services
Illinois
$484K +$251K +1,023 +123%
MIM
580
Morningstar Investment Management
Illinois
$483K -$2.46K -10 -0.5%
IAIM
581
International Assets Investment Management
Florida
$477K -$19.2K -78 -4%
FTDI
582
First Trust Direct Indexing
Massachusetts
$476K +$41K +167 +10%
RPA
583
Rock Point Advisors
Vermont
$476K
CSPIA
584
Cary Street Partners Investment Advisory
Virginia
$474K -$30K -122 -6%
CA
585
Clearstead Advisors
Ohio
$473K -$375K -1,525 -45%
CBT
586
Central Bank & Trust
Kentucky
$472K -$60.4K -246 -12%
CW
587
Connectus Wealth
Ohio
$469K -$73.7K -300 -14%
SPIA
588
Steward Partners Investment Advisory
New York
$466K -$2.31M -9,400 -84%
PCM
589
Prelude Capital Management
New York
$466K -$1.01M -4,097 -69%
EWS
590
Evergreen Wealth Solutions
Pennsylvania
$464K -$74.4K -303 -14%
IA
591
IFG Advisory
Georgia
$460K +$22.8K +93 +6%
GCP
592
Garda Capital Partners
Minnesota
$456K +$237K +965 +121%
MWM
593
Mission Wealth Management
California
$455K -$3.93K -16 -0.9%
WC
594
Wynn Capital
Georgia
$455K +$432K +1,758 New
AFM
595
Armstrong Fleming & Moore
District of Columbia
$449K
EP
596
Eudaimonia Partners
Tennessee
$446K -$16.2K -66 -4%
Bank Julius Baer & Co
597
Bank Julius Baer & Co
Switzerland
$443K +$13K +53 +3%
MS
598
Maven Securities
Jersey
$442K +$420K +1,709 New
HT
599
Headlands Technologies
Illinois
$438K +$416K +1,693 New
MAS
600
Meeder Advisory Services
Ohio
$437K -$1.47K -6 -0.4%