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Name Holding Trade Value Shares
Change
Change in
Stake
CCM
326
Coldstream Capital Management
Washington
$265K +$279K +6,285 New
NLP
327
Next Level Private
New York
$260K
SCA
328
STALEY CAPITAL ADVISERS
Pennsylvania
$259K +$4.53K +102 +2%
IFU
329
iSAM Funds (UK)
United Kingdom
$258K +$272K +6,126 New
JEST
330
JTC Employer Solutions Trustee
Jersey
$258K
X
331
Xponance
Pennsylvania
$256K -$190K -4,285 -41%
CAMG
332
CWA Asset Management Group
Florida
$255K +$25.7K +578 +11%
NAM
333
NorthCrest Asset Manangement
Minnesota
$255K +$268K +6,034 New
DAM
334
Deltec Asset Management
New York
$253K
SMH
335
Sanders Morris Harris
Texas
$253K +$267K +6,000 New
ZIM
336
Zacks Investment Management
Illinois
$251K +$264K +5,952 New
GT
337
Greenleaf Trust
Michigan
$249K -$321K -7,225 -55%
ET
338
Entropy Technologies
New York
$248K +$261K +5,879 New
FRA
339
Frank Rimerman Advisors
California
$239K -$37.1K -835 -13%
VA
340
Vident Advisory
Georgia
$237K +$249K +5,610 New
AWS
341
Atria Wealth Solutions
New York
$236K +$246K +5,542 New
KBC Group
342
KBC Group
Belgium
$233K -$747K -16,827 -75%
Kovitz Investment Group Partners
343
Kovitz Investment Group Partners
Illinois
$233K +$245K +5,518 New
SFC
344
SYM Financial Corp
Indiana
$229K +$241K +5,417 New
TWPM
345
Total Wealth Planning & Management
Florida
$228K
CPIG
346
Chicago Partners Investment Group
Illinois
$224K +$284K +6,391 New
OR
347
Olympiad Research
Connecticut
$220K -$83.7K -1,884 -27%
LFA
348
Legacy Financial Advisors
Kentucky
$219K +$8.08K +182 +4%
WB
349
WesBanco Bank
West Virginia
$218K -$7.42K -167 -3%
PAS
350
Park Avenue Securities
New York
$215K +$3.69K +83 +2%