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Name Holding Trade Value Shares
Change
Change in
Stake
MAS
501
Meeder Advisory Services
Ohio
$709K -$8.44K -38 -1%
BMCM
502
Burns Matteson Capital Management
New York
$706K -$55.1K -248 -7%
VA
503
Vident Advisory
Georgia
$704K +$112K +503 +19%
FRM
504
Fox Run Management
Connecticut
$697K -$44.6K -201 -6%
BFG
505
Bleakley Financial Group
New Jersey
$690K +$31.1K +140 +5%
BWM
506
Buckley Wealth Management
Nevada
$685K +$27.5K +124 +4%
MFG
507
Merit Financial Group
Georgia
$683K -$154K -695 -19%
DTL
508
Dynamic Technology Lab
Singapore
$682K -$1.98M -8,897 -75%
RHJA
509
Rice Hall James & Associates
California
$681K -$1.33K -6 -0.2%
BC
510
Bridgefront Capital
Texas
$679K -$481K -2,166 -42%
PCMI
511
Paradigm Capital Management Inc
New York
$679K
Vontobel Holding
512
Vontobel Holding
Switzerland
$676K +$17.3K +78 +3%
AWM
513
Apollon Wealth Management
South Carolina
$665K +$173K +779 +36%
UCFA
514
United Capital Financial Advisors
Texas
$664K -$42.4K -191 -6%
HKIMG
515
Hutchens & Kramer Investment Management Group
Indiana
$662K -$94.8K -427 -12%
DIA
516
Dana Investment Advisors
Wisconsin
$652K
PAS
517
Park Avenue Securities
New York
$648K -$94.1K -424 -13%
LFA
518
Laraway Financial Advisors
Minnesota
$648K -$5.33K -24 -0.8%
MYAM
519
Meiji Yasuda Asset Management
Japan
$637K -$36.4K -164 -6%
DIM
520
Delta Investment Management
California
$605K -$222 -1 -0%
EI
521
Ellevest Inc
New York
$601K -$90.8K -409 -13%
PP
522
Prudential plc
United Kingdom
$601K
S
523
SignatureFD
Georgia
$596K -$23.8K -107 -4%
OFS
524
OneAscent Financial Services
Alabama
$596K -$220K -991 -27%
QPW
525
Quantum Private Wealth
Florida
$581K