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Name Holding Trade Value Shares
Change
Change in
Stake
Brown Advisory
526
Brown Advisory
Maryland
$664K +$35.8K +1,218 +6%
MIF
527
Mediolanum International Funds
Ireland
$663K +$648K +22,002 New
ACL
528
Applied Capital LLC
Florida
$658K -$10.7K -363 -2%
EWP
529
Elevation Wealth Partners
California
$656K -$23.5K -800 -4%
AWS
530
Atria Wealth Solutions
New York
$653K -$233K -7,903 -27%
KPWS
531
Kestra Private Wealth Services
Texas
$652K +$17.8K +604 +3%
NIM
532
NEOS Investment Management
Connecticut
$650K +$270K +9,189 +75%
PA
533
Perennial Advisors
New York
$647K – – –
XT
534
XTX Topco
Cayman Islands
$646K +$629K +21,365 New
SAM
535
Silvercrest Asset Management
New York
$645K +$3.44K +117 +0.6%
ST
536
Smithfield Trust
Pennsylvania
$641K – – –
DTL
537
Dynamic Technology Lab
Singapore
$639K -$4.02M -136,619 -87%
HI
538
Horizon Investments
North Carolina
$638K +$8.18K +278 +1%
WF
539
Welch & Forbes
Massachusetts
$636K +$619K +21,042 New
NDSI
540
Newman Dignan & Sheerar Inc
Rhode Island
$634K +$292K +9,938 +90%
BJL
541
Brighton Jones LLC
Washington
$631K -$32.2K -1,095 -5%
LAM
542
Lingohr Asset Management
Germany
$625K +$197K +6,692 +48%
TFA
543
Transamerica Financial Advisors
Florida
$623K -$33.8K -1,149 -5%
EIP
544
Epoch Investment Partners
New York
$623K +$45.6K +1,549 +8%
O
545
Ossiam
France
$621K -$514K -17,476 -46%
LOAMS
546
Lombard Odier Asset Management (Switzerland)
Switzerland
$621K +$211K +7,167 +54%
B
547
Bailard
California
$607K +$16.3K +554 +3%
HIP
548
HUB Investment Partners
Texas
$605K +$72K +2,446 +14%
SA
549
Strategic Advocates
Utah
$600K -$25.3K -861 -4%
BL
550
Balentine LLC
Georgia
$597K -$91.1K -3,094 -14%