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Name Holding Trade Value Shares
Change
Change in
Stake
DT
426
Diversified Trust
Tennessee
$547K -$506K -6,413 -47%
MWM
427
Mission Wealth Management
California
$546K +$570K +7,223 New
N
428
Natixis
France
$545K -$235K -2,973 -29%
MML Investors Services
429
MML Investors Services
Massachusetts
$544K +$14K +178 +3%
MYAM
430
Meiji Yasuda Asset Management
Japan
$538K +$230K +2,910 +69%
FAM
431
Formidable Asset Management
Ohio
$531K
CFA
432
CWS Financial Advisors
Michigan
$531K
LAM
433
LECAP Asset Management
United Kingdom
$527K +$549K +6,964 New
FTWA
434
Fifth Third Wealth Advisors
Ohio
$525K +$48.7K +617 +10%
IWC
435
Integrated Wealth Concepts
Massachusetts
$520K -$456K -5,785 -46%
LCM
436
Landscape Capital Management
New Jersey
$506K -$21K -266 -4%
VF
437
Virtu Financial
New York
$499K +$521K +6,597 New
CWP
438
Curated Wealth Partners
California
$492K -$47.9K -607 -9%
ICP
439
Impact Capital Partners
Colorado
$488K -$74.6K -946 -13%
FRM
440
Fox Run Management
Connecticut
$478K +$499K +6,327 New
KPWS
441
Kestra Private Wealth Services
Texas
$475K -$7.42K -94 -1%
JT
442
Jupiter Topco
New York
$474K +$494K +6,265 New
BCM
443
Buckhead Capital Management
Georgia
$467K -$5.68K -72 -1%
DO
444
denkapparat Operations
Germany
$465K
ECM
445
Evergreen Capital Management
Washington
$459K -$167K -2,111 -26%
YDMI
446
Y.D. More Investments
Israel
$457K +$27.1K +343 +6%
SWP
447
Stratos Wealth Partners
Ohio
$456K +$14.8K +188 +3%
PA
448
Parallel Advisors
California
$456K -$173K -2,192 -27%
FAMI
449
Fideuram Asset Management (Ireland)
$454K +$480K +6,080 New
Brown Advisory
450
Brown Advisory
Maryland
$450K -$4.73K -60 -1%