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Name Holding Trade Value Shares
Change
Change in
Stake
KCM
501
Kathmere Capital Management
Pennsylvania
$965K -$218K -2,393 -19%
NA
502
NewEdge Advisors
Louisiana
$964K +$167K +1,835 +21%
DAS
503
Dynamic Advisor Solutions
Arizona
$964K +$10.7K +117 +1%
AFCM
504
Applied Finance Capital Management
Puerto Rico
$958K +$952K +10,440 New
SPIA
505
Steward Partners Investment Advisory
New York
$956K +$111K +1,212 +13%
ACL
506
Applied Capital LLC
Florida
$949K +$14.8K +162 +2%
PA
507
Pinnacle Associates
New York
$944K -$10.1K -111 -1%
DAS
508
Diversify Advisory Services
Utah
$936K +$528K +5,786 +225%
MYIA
509
Mount Yale Investment Advisors
Colorado
$932K +$126K +1,378 +16%
BPW
510
Bingham Private Wealth
California
$919K -$29.5K -323 -3%
O
511
Ossiam
France
$905K +$20K +219 +2%
GCP
512
GSA Capital Partners
United Kingdom
$899K +$122K +1,341 +16%
MWM
513
Mission Wealth Management
California
$877K +$9.76K +107 +1%
VCA
514
Verdence Capital Advisors
Maryland
$874K -$7.3K -80 -0.8%
HAG
515
HighPoint Advisor Group
Illinois
$866K -$15.3K -168 -2%
NYLIM
516
New York Life Investment Management
New York
$854K -$29.7K -326 -3%
RBWA
517
RFG - Bristol Wealth Advisors
Massachusetts
$828K -$117K -1,288 -12%
FB
518
Fulton Bank
Pennsylvania
$825K +$68.9K +755 +9%
BWM
519
Buckley Wealth Management
Nevada
$817K -$23.9K -262 -3%
CL
520
Choreo LLC
Illinois
$812K +$38.5K +422 +5%
SCM
521
Suvretta Capital Management
New York
$777K -$510K -5,590 -40%
ONB
522
Old National Bancorp
Indiana
$774K -$88.2K -967 -10%
T
523
Tableaux
Massachusetts
$772K +$767K +8,410 New
SAM
524
Stenahm Asset Management
Guernsey
$771K -$4.76M -52,170 -86%
OIS
525
OneAscent Investment Solutions
Alabama
$766K +$78.4K +859 +11%