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Name Holding Trade Value Shares
Change
Change in
Stake
VCM
401
Versant Capital Management
Arizona
$104K +$24K +4,335 +26%
ALAM
402
Asahi Life Asset Management
Japan
$103K -$30.4K -5,500 -21%
CF
403
Carlson Financial
Oregon
$102K +$113K +20,515 New
ICP
404
Interchange Capital Partners
Pennsylvania
$102K +$10.7K +1,936 +10%
LIM
405
Leavell Investment Management
Alabama
$99.8K
SEM
406
Suncoast Equity Management
Florida
$99.8K +$111K +20,000 New
AWS
407
Arkfeld Wealth Strategies
Nebraska
$96.6K
AI
408
Atria Investments
North Carolina
$95K -$18.7K -3,381 -15%
Mercer Global Advisors
409
Mercer Global Advisors
Colorado
$92.9K +$3.81K +689 +4%
ASN
410
Advisory Services Network
Georgia
$92.3K +$67.8K +12,271 +197%
GT
411
Glenmede Trust
Pennsylvania
$92.1K +$102K +18,453 New
RG
412
Rathbones Group
United Kingdom
$92K +$28.1K +5,080 +38%
ECM
413
Evergreen Capital Management
Washington
$89.1K +$3.14K +568 +3%
LWL
414
Leo Wealth LLC
Texas
$88.7K -$112K -20,229 -53%
LAM
415
L2 Asset Management
Massachusetts
$82.8K +$6.12K +1,108 +7%
BP
416
BNP Paribas
France
$82.4K
SAM
417
Smartleaf Asset Management
Massachusetts
$82.1K +$2K +361 +2%
BWP
418
BSW Wealth Partners
Colorado
$81.7K +$34.9K +6,310 +63%
KC
419
Knuff & Co
California
$79.8K +$22.1K +4,000 +33%
CCM
420
Coldstream Capital Management
Washington
$79.4K +$88K +15,920 New
EC
421
EntryPoint Capital
New York
$78.8K
UCFA
422
United Capital Financial Advisors
Texas
$77.7K +$86.1K +15,574 New
MW
423
Maia Wealth
Colorado
$76.9K +$41.4K +7,500 +71%
AFG
424
Atomi Financial Group
New York
$76.4K +$149 +27 +0.2%
EWA
425
EverSource Wealth Advisors
Alabama
$76.3K +$9.59K +1,735 +13%