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Name Holding Trade Value Shares
Change
Change in
Stake
OWA
501
One Wealth Advisors
California
$404K -$414K -6,470 -51%
MM
502
Monolith Management
Hong Kong
$399K +$390K +6,100 New
CFG
503
Copley Financial Group
California
$396K -$24.1K -377 -6%
MWM
504
Modera Wealth Management
New Jersey
$395K -$64.3K -1,005 -14%
PCA
505
Pallas Capital Advisors
Massachusetts
$391K -$27.5K -430 -7%
IMC Chicago
506
IMC Chicago
Illinois
$391K +$382K +5,973 New
CP
507
CenterBook Partners
Connecticut
$379K -$267K -4,178 -42%
UCB
508
United Community Bank
South Carolina
$378K +$27.8K +435 +8%
DC
509
Davenport & Co
Virginia
$371K -$1.28K -20 -0.4%
QFA
510
Quantum Financial Advisors
California
$360K – – –
AFG
511
Allegheny Financial Group
Pennsylvania
$360K -$895 -14 -0.3%
XT
512
XTX Topco
Cayman Islands
$358K -$3.18M -49,784 -90%
BT
513
Banque Transatlantique
France
$358K +$349K +5,462 New
LTAS
514
Linden Thomas Advisory Services
North Carolina
$357K -$9.14K -143 -3%
KAS
515
Kestra Advisory Services
Texas
$355K -$34.5K -539 -9%
BTI
516
Blue Trust Inc
Georgia
$354K -$576 -9 -0.2%
LOAMS
517
Lombard Odier Asset Management (Switzerland)
Switzerland
$353K +$345K +5,400 New
BWM
518
BAM Wealth Management
Colorado
$351K -$20.7K -323 -6%
Envestnet Portfolio Solutions
519
Envestnet Portfolio Solutions
Illinois
$347K -$219K -3,421 -39%
UB
520
UMB Bank
Missouri
$344K +$959 +15 +0.3%
SFI
521
Siemens Fonds Invest
Germany
$339K – – –
Rafferty Asset Management
522
Rafferty Asset Management
New York
$339K -$66.2K -1,035 -17%
SC
523
Savant Capital
Illinois
$339K +$331K +5,178 New
JF
524
Jump Financial
Illinois
$335K -$1.02M -16,024 -76%
HIP
525
HUB Investment Partners
Texas
$334K +$10.9K +170 +3%