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Name Holding Trade Value Shares
Change
Change in
Stake
QPWM
776
Quadrant Private Wealth Management
Pennsylvania
$849K +$12.4K +200 +1%
PMA
777
Prudent Man Advisors
Illinois
$847K -$198K -3,186 -19%
MGIA
778
Moneta Group Investment Advisors
Missouri
$846K -$26.3M -423,989 -97%
CAM
779
Creekmur Asset Management
Illinois
$846K +$839K +13,500 New
ADIM
780
Alpha DNA Investment Management
Maryland
$844K +$303K +4,876 +57%
EI
781
Ellevest Inc
New York
$843K +$25.3K +408 +3%
TAM
782
Titleist Asset Management
Texas
$836K -$644K -10,361 -44%
QI
783
Qtron Investments
Massachusetts
$830K
SGA
784
Seaport Global Advisors
Massachusetts
$818K
MBTD
785
Mechanics Bank - Trust Department
California
$818K -$12.4K -200 -2%
PPWM
786
Perissos Private Wealth Management
Oklahoma
$815K -$6.09K -98 -0.7%
LA
787
LBP AM
France
$808K +$801K +12,900 New
DFCM
788
Dark Forest Capital Management
Puerto Rico
$807K +$133K +2,136 +20%
FFA
789
Farther Finance Advisors
California
$805K +$392K +6,316 +94%
PCM
790
Parsons Capital Management
Rhode Island
$804K +$20.5K +330 +3%
BFA
791
Brown Financial Advisors
Ohio
$804K +$797K +12,828 New
PTC
792
Petrus Trust Company
Texas
$802K +$795K +12,800 New
MA
793
MJP Associates
Connecticut
$802K +$96.2K +1,548 +14%
PFMU
794
Privium Fund Management (UK)
United Kingdom
$801K +$811K +13,050 New
MG
795
Mather Group
Illinois
$799K -$679K -10,925 -98%
SSB
796
Sandy Spring Bank
Maryland
$799K +$755K +12,150 +2,025%
ATC
797
Argent Trust Co
Tennessee
$796K
PSP
798
Principal Street Partners
Tennessee
$789K -$68.3K -1,100 -8%
AWA
799
Arete Wealth Advisors
Illinois
$789K +$781K +12,576 New
PS
800
Principal Securities
Iowa
$789K +$360K +5,788 +85%