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Name Holding Trade Value Shares
Change
Change in
Stake
OIA
351
OneDigital Investment Advisors
Kansas
$408K -$55.3K -1,493 -12%
BCG
352
BayBridge Capital Group
California
$406K +$391K +10,568 New
CAM
353
Cresset Asset Management
Illinois
$404K -$18.1K -489 -4%
AFG
354
Atomi Financial Group
New York
$400K +$23.3K +630 +6%
LNWWM
355
Laird Norton Wetherby Wealth Management
California
$399K -$4.92K -133 -1%
WI
356
Wahed Invest
New York
$394K +$23K +621 +6%
BFO
357
Boston Family Office
Massachusetts
$392K
KAS
358
Kestra Advisory Services
Texas
$392K +$54.4K +1,471 +17%
CC
359
Centiva Capital
New York
$391K +$377K +10,179 New
VI
360
Versor Investments
New York
$388K +$374K +10,100 New
GCM
361
Graham Capital Management
Connecticut
$384K -$49.4K -1,334 -12%
GT
362
Greenleaf Trust
Michigan
$375K -$49.4K -1,334 -12%
BCWM
363
Bartlett & Co Wealth Management
Ohio
$372K
NIA
364
NIA Impact Advisors
California
$372K
NWAG
365
Net Worth Advisory Group
Utah
$372K +$925 +25 +0.3%
CTC
366
Cetera Trust Company
Minnesota
$369K
OWA
367
One Wealth Advisors
California
$368K +$355K +9,579 New
MYAM
368
Meiji Yasuda Asset Management
Japan
$363K +$350K +9,463 New
S
369
SignatureFD
Georgia
$360K
CWM
370
Congress Wealth Management
Massachusetts
$354K -$5.63K -152 -2%
Ohio Public Employees Retirement System (OPERS)
371
Ohio Public Employees Retirement System (OPERS)
Ohio
$352K -$74.7K -2,018 -18%
CICI
372
Capital Investment Counsel Inc
North Carolina
$348K
MC
373
Maverick Capital
Texas
$343K +$331K +8,943 New
NW
374
NewEdge Wealth
Pennsylvania
$343K +$87.9K +2,375 +36%
AFG
375
Allegheny Financial Group
Pennsylvania
$343K -$370K -10,001 -53%