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Name Holding Trade Value Shares
Change
Change in
Stake
Lido Advisors
401
Lido Advisors
California
$601K +$2.98K +56 +0.5%
CCM
402
Coldstream Capital Management
Washington
$597K -$19.8K -373 -3%
IAS
403
Insigneo Advisory Services
Florida
$595K -$144K -2,704 -21%
WI
404
Wahed Invest
New York
$593K -$6.59K -124 -1%
PCP
405
Perbak Capital Partners
United Kingdom
$590K +$541K +10,178 New
Group One Trading
406
Group One Trading
Illinois
$578K +$434K +8,161 +450%
S
407
SignatureFD
Georgia
$575K +$1.75K +33 +0.3%
PCM
408
PAR Capital Management
Massachusetts
$574K – – –
OIA
409
OneDigital Investment Advisors
Kansas
$574K -$78.6K -1,479 -13%
VAS
410
Vestmark Advisory Solutions
Massachusetts
$573K -$1.99M -37,490 -79%
HAIM
411
Hunter Associates Investment Management
Pennsylvania
$570K -$66.4K -1,250 -11%
GRP
412
Global Retirement Partners
California
$561K -$22.7K -427 -4%
CTC
413
Cetera Trust Company
Minnesota
$557K – – –
PA
414
Probity Advisors
Texas
$545K -$15.1K -284 -3%
OWM
415
OneAscent Wealth Management
Alabama
$545K +$499K +9,398 New
M&T Bank
416
M&T Bank
New York
$542K -$616K -11,588 -55%
LAM
417
Lingohr Asset Management
Germany
$538K -$222K -4,171 -31%
CP
418
CenterBook Partners
Connecticut
$531K -$302K -5,685 -38%
SG
419
StoneX Group
New York
$529K +$65.6K +1,234 +16%
BEI
420
Benjamin Edwards Inc
Missouri
$528K +$55.1K +1,037 +13%
GCM
421
Graham Capital Management
Connecticut
$522K -$1.99M -37,397 -81%
WWM
422
Whalen Wealth Management
Nevada
$521K -$72K -1,356 -13%
SO
423
STRS Ohio
Ohio
$518K -$1.54M -29,045 -76%
KNW
424
Kesler Norman & Wride
Utah
$517K -$548K -10,306 -43%
William Blair Investment Management
425
William Blair Investment Management
Illinois
$515K -$83.7K -1,576 -15%