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Name Holding Trade Value Shares
Change
Change in
Stake
Diversified Trust
251
Diversified Trust
Tennessee
$310K -$233K -3,063 -42%
Los Angeles Capital Management
252
Los Angeles Capital Management
California
$310K -$60.6K -795 -16%
London Company of Virginia
253
London Company of Virginia
Virginia
$303K – – –
WWP
254
WR Wealth Planners
Missouri
$302K +$11.7K +153 +4%
Atria Wealth Solutions
255
Atria Wealth Solutions
New York
$302K +$311K +4,081 New
PWG
256
Portside Wealth Group
Utah
$296K +$305K +4,007 New
TIM
257
Tevis Investment Management
Texas
$295K +$304K +3,992 New
Allianz Asset Management
258
Allianz Asset Management
Germany
$294K +$303K +3,978 New
M&T Bank
259
M&T Bank
New York
$293K +$8.84K +116 +3%
TD Private Client Wealth
260
TD Private Client Wealth
New York
$281K -$12.7K -166 -4%
Corient Private Wealth
261
Corient Private Wealth
Florida
$278K +$37.3K +489 +15%
AWAU
262
Alliance Wealth Advisors (Utah)
Utah
$277K +$285K +3,743 New
CP
263
Covenant Partners
Tennessee
$275K +$284K +3,723 New
BAM
264
Blueshift Asset Management
New Jersey
$267K +$275K +3,610 New
CreativeOne Wealth
265
CreativeOne Wealth
Kansas
$264K +$5.79K +76 +2%
Cambridge Investment Research Advisors
266
Cambridge Investment Research Advisors
Iowa
$250K -$7.62K -100 -3%
Savant Capital
267
Savant Capital
Illinois
$249K -$10.2K -134 -4%
Walleye Capital
268
Walleye Capital
New York
$245K +$252K +3,311 New
Fayez Sarofim & Co
269
Fayez Sarofim & Co
Texas
$243K – – –
LWAM
270
Legacy Wealth Asset Management
Minnesota
$242K +$249K +3,271 New
PNC Financial Services Group
271
PNC Financial Services Group
Pennsylvania
$241K +$9.83K +129 +4%
Kestra Advisory Services
272
Kestra Advisory Services
Texas
$237K +$245K +3,210 New
GLR
273
Great Lakes Retirement
Ohio
$234K +$991 +13 +0.4%
Ossiam
274
Ossiam
France
$231K +$110K +1,446 +86%
Profund Advisors
275
Profund Advisors
Maryland
$228K -$32K -420 -12%