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Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Portfolio Solutions
551
Envestnet Portfolio Solutions
Illinois
$1.11M +$95.7K +897 +10%
WCA
552
Westover Capital Advisors
Delaware
$1.11M -$5.76K -54 -0.5%
ATC
553
Argent Trust Co
Tennessee
$1.11M -$63.1K -591 -6%
KNW
554
Kesler Norman & Wride
Utah
$1.1M -$10.6K -99 -1%
NFA
555
Northern Financial Advisors
Michigan
$1.1M +$107 +1 +0%
HCA
556
Harbor Capital Advisors
Illinois
$1.09M +$2.13K +20 +0.2%
SGI
557
Swan Global Investments
Colorado
$1.08M +$1.03M +9,655 New
DMBA
558
Deseret Mutual Benefit Administrators
Utah
$1.08M +$51.3K +481 +5%
CP
559
CenterBook Partners
Connecticut
$1.07M +$1.02M +9,540 New
Federated Hermes
560
Federated Hermes
Pennsylvania
$1.06M -$68.7M -643,494 -99%
WA
561
Waverly Advisors
Alabama
$1.06M +$42.1K +395 +4%
KPWS
562
Kestra Private Wealth Services
Texas
$1.06M +$31.7K +297 +3%
ST
563
Smithfield Trust
Pennsylvania
$1.06M
XWL
564
XXI Wealth LLC
Illinois
$1.06M +$30.1K +282 +3%
LIP
565
Lighthouse Investment Partners
Florida
$1.05M +$668K +6,262 +199%
AWM
566
AE Wealth Management
Kansas
$1.05M +$59.3K +556 +6%
CWM
567
Chemistry Wealth Management
New York
$1.04M -$107 -1 -0%
DO
568
denkapparat Operations
Germany
$1.04M +$163K +1,530 +20%
GC
569
Guggenheim Capital
Illinois
$1.03M -$201K -1,884 -17%
FPW
570
Fairvoy Private Wealth
Alabama
$1.03M +$982K +9,202 New
CK
571
Cohen Klingenstein
New York
$1.03M
TPCW
572
TD Private Client Wealth
New York
$1.03M +$7.36K +69 +0.8%
GRP
573
Global Retirement Partners
California
$1.03M +$981K +9,190 New
FAM
574
Fulcrum Asset Management
United Kingdom
$1.02M +$987K +9,248 New
WPC
575
White Pine Capital
Minnesota
$1.02M -$5.23K -49 -0.5%