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Name Holding Trade Value Shares
Change
Change in
Stake
WPW
426
Waldron Private Wealth
Pennsylvania
$649K +$664K +10,745 New
MCM
427
Moore Capital Management
New York
$647K +$662K +10,711 New
JMA
428
J.M. Arbour
Maine
$645K +$659K +10,670 New
OIS
429
OneAscent Investment Solutions
Alabama
$640K -$7.54K -122 -1%
SAM
430
Steinberg Asset Management
New York
$637K -$187K -3,027 -22%
EWA
431
EP Wealth Advisors
California
$612K +$626K +10,133 New
S
432
SignatureFD
Georgia
$605K +$5.87K +95 +1%
CP
433
CenterBook Partners
Connecticut
$602K +$49.9K +807 +9%
Lido Advisors
434
Lido Advisors
California
$599K -$3.95K -64 -0.6%
MFG
435
Merit Financial Group
Georgia
$595K +$65.8K +1,065 +12%
BP
436
Ballentine Partners
Massachusetts
$595K -$42.4K -687 -7%
TPCW
437
TD Private Client Wealth
New York
$589K -$471K -7,623 -44%
SG
438
StoneX Group
New York
$587K +$37.4K +605 +7%
WI
439
Wahed Invest
New York
$585K -$34K -551 -5%
EWM
440
Empirical Wealth Management
Washington
$581K +$302K +4,886 +103%
CTC
441
Cetera Trust Company
Minnesota
$580K – – –
HAIM
442
Hunter Associates Investment Management
Pennsylvania
$574K -$20.1K -325 -3%
VFA
443
Valeo Financial Advisors
Indiana
$571K +$584K +9,447 New
MYAM
444
Meiji Yasuda Asset Management
Japan
$565K +$39K +632 +7%
PWM
445
Prosperity Wealth Management
California
$562K +$574K +9,300 New
OWM
446
OneAscent Wealth Management
Alabama
$559K -$8.65K -140 -1%
PHS
447
Pekin Hardy Strauss
Illinois
$559K +$61.8K +1,000 +12%
BEI
448
Benjamin Edwards Inc
Missouri
$546K -$4.32K -70 -0.8%
GCM
449
Graham Capital Management
Connecticut
$544K – – –
PCM
450
Praxis Capital Management
Illinois
$544K +$556K +9,000 New