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Name Holding Trade Value Shares
Change
Change in
Stake
SFWA
401
Summit Financial Wealth Advisors
Louisiana
$518K +$397K +1,480 New
APF
402
Alaska Permanent Fund
Alaska
$510K +$337K +1,256 +625%
KAS
403
Kestra Advisory Services
Texas
$507K +$2.15K +8 +0.6%
HIIFS
404
Harel Insurance Investments & Financial Services
Israel
$503K +$385K +1,435 New
GVAG
405
Great Valley Advisor Group
Delaware
$496K +$380K +1,416 New
TPCW
406
TD Private Client Wealth
New York
$486K +$115K +429 +45%
BTI
407
Blue Trust Inc
Georgia
$486K +$76.5K +285 +26%
MCM
408
MAI Capital Management
Ohio
$480K -$14.2K -53 -4%
FSC
409
Full Sail Capital
Oklahoma
$472K -$30.9K -115 -8%
ECM
410
EMC Capital Management
Texas
$469K -$217K -809 -38%
FTDI
411
First Trust Direct Indexing
Massachusetts
$468K +$358K +1,335 New
XT
412
XTX Topco
Cayman Islands
$462K -$248K -924 -41%
CAM
413
Cresset Asset Management
Illinois
$461K +$53.7K +200 +18%
GFS
414
GYL Financial Synergies
Connecticut
$459K +$7.79K +29 +2%
KPF
415
K2 Principal Fund
Ontario, Canada
$449K +$344K +1,282 New
CFG
416
Cooper Financial Group
California
$449K -$1.34K -5 -0.4%
DTL
417
Dynamic Technology Lab
Singapore
$442K -$1.41M -5,246 -81%
Chevy Chase Trust
418
Chevy Chase Trust
Maryland
$438K +$21.7K +81 +7%
CIBC Asset Management
419
CIBC Asset Management
Ontario, Canada
$437K
CIM
420
CIM Investment Management
Pennsylvania
$431K
M
421
MOTCO
Texas
$430K +$329K +1,227 New
BFEC
422
Benjamin F. Edwards & Company
Missouri
$426K +$274K +1,021 +524%
HIC
423
Holderness Investments Company
North Carolina
$425K +$326K +1,215 New
MYAM
424
Meiji Yasuda Asset Management
Japan
$422K +$323K +1,205 New
NI
425
NDVR Inc
Massachusetts
$420K +$19.6K +73 +6%