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Name Holding Trade Value Shares
Change
Change in
Stake
EWM
576
Empirical Wealth Management
Washington
$660K +$550K +10,285 New
BTI
577
Blue Trust Inc
Georgia
$652K -$4.28K -80 -0.8%
WIS
578
Wright Investors Service
Connecticut
$650K +$541K +10,119 New
PEAK6
579
PEAK6
Illinois
$648K -$4.31M -80,676 -89%
BCI
580
Brinker Capital Investments
Pennsylvania
$646K +$538K +10,069 New
SIA
581
Soltis Investment Advisors
Utah
$645K +$119K +2,232 +29%
LIP
582
Lighthouse Investment Partners
Florida
$635K -$833K -15,573 -61%
LFA
583
Legacy Financial Advisors
Kentucky
$634K -$26.3K -492 -5%
B
584
Bailard
California
$629K – – –
Bessemer Group
585
Bessemer Group
New Jersey
$629K +$57.6K +1,077 +12%
Federated Hermes
586
Federated Hermes
Pennsylvania
$629K +$96K +1,796 +22%
IFG
587
Independent Financial Group
California
$624K +$520K +9,720 New
DO
588
denkapparat Operations
Germany
$619K +$516K +9,650 New
WWC
589
Waypoint Wealth Counsel
Georgia
$612K -$652K -12,197 -56%
William Blair & Company
590
William Blair & Company
Illinois
$611K +$509K +9,519 New
WFI
591
West Family Investments
California
$602K +$501K +9,373 New
IC
592
Inscription Capital
Texas
$602K +$501K +9,372 New
WHG
593
Westwood Holdings Group
Texas
$597K +$497K +9,306 New
TE
594
Tema ETFs
New York
$594K +$46.5K +870 +10%
HIIFS
595
Harel Insurance Investments & Financial Services
Israel
$594K +$492K +9,200 +18,400%
MAS
596
Meeder Advisory Services
Ohio
$587K -$16.1K -302 -3%
SC
597
Sapient Capital
Indiana
$586K +$2.08K +39 +0.4%
CI
598
CX Institutional
Indiana
$578K +$14.4K +269 +3%
C
599
Certuity
Florida
$576K +$480K +8,977 New
1WA
600
180 Wealth Advisors
Washington
$570K +$118K +2,198 +33%