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Name Holding Trade Value Shares
Change
Change in
Stake
EWA
276
EP Wealth Advisors
California
$629K -$4.78K -116 -0.7%
KCP
277
Kera Capital Partners
California
$618K -$191K -4,628 -22%
WI
278
WBI Investments
New Jersey
$605K -$266K -6,464 -28%
MS
279
Millington Securities
New Jersey
$605K +$669K +16,236 New
Pathstone Holdings
280
Pathstone Holdings
New Jersey
$602K -$71.5K -1,735 -10%
Wellington Management Group
281
Wellington Management Group
Massachusetts
$572K +$145K +3,526 +30%
MP
282
Mangrove Partners
Connecticut
$560K +$620K +15,038 New
AssetMark Inc
283
AssetMark Inc
California
$556K +$93K +2,258 +18%
FAM
284
Formidable Asset Management
Ohio
$549K
S
285
SignatureFD
Georgia
$544K -$41.5K -1,008 -6%
LIP
286
Lighthouse Investment Partners
Florida
$540K +$5.19K +126 +0.9%
NA
287
NewEdge Advisors
Louisiana
$535K +$66.8K +1,622 +13%
HWM
288
HB Wealth Management
Georgia
$533K +$104K +2,535 +22%
VCA
289
Verdence Capital Advisors
Maryland
$532K +$90.8K +2,204 +18%
HighTower Advisors
290
HighTower Advisors
Illinois
$523K -$72.8K -1,767 -11%
Public Employees Retirement Association of Colorado
291
Public Employees Retirement Association of Colorado
Colorado
$522K
TAFW
292
Tred Avon Family Wealth
Maryland
$511K +$377K +9,148 +201%
OFS
293
OneAscent Financial Services
Alabama
$508K +$115K +2,789 +26%
KF
294
Krilogy Financial
Missouri
$506K -$47.7K -1,158 -8%
AU
295
AlphaGrep UK
$495K +$548K +13,295 New
AA
296
ALPS Advisors
Colorado
$482K +$86.9K +2,109 +19%
GI
297
GAMMA Investing
California
$480K +$134K +3,257 +34%
AAP
298
Arax Advisory Partners
Colorado
$480K +$206K +4,990 +63%
OIS
299
OneAscent Investment Solutions
Alabama
$474K +$205K +4,968 +64%
Federated Hermes
300
Federated Hermes
Pennsylvania
$470K -$12.4K -301 -2%