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Name Holding Trade Value Shares
Change
Change in
Stake
WHG
476
Westwood Holdings Group
Texas
$844K +$605K +2,124 New
AIM
477
Anchor Investment Management
South Carolina
$841K -$5.69K -20 -0.9%
CP
478
Camelot Portfolios
Ohio
$838K -$40.1K -141 -6%
CWM
479
Circle Wealth Management
New Jersey
$833K +$159K +560 +36%
TE
480
Tema ETFs
New York
$823K +$41.3K +145 +8%
Bessemer Group
481
Bessemer Group
New Jersey
$820K +$86.6K +304 +17%
BPWM
482
Badgley Phelps Wealth Managers
Washington
$820K – – –
KAS
483
Kestra Advisory Services
Texas
$809K +$70K +246 +14%
BCI
484
Brinker Capital Investments
Pennsylvania
$804K +$25.9K +91 +5%
AB
485
Atlas Brown
Kentucky
$803K -$99.4K -349 -15%
MML Investors Services
486
MML Investors Services
Massachusetts
$787K +$564K +1,981 New
Los Angeles Capital Management
487
Los Angeles Capital Management
California
$777K -$4.4M -15,471 -89%
BWP
488
Barlow Wealth Partners
Kentucky
$765K -$83.4K -293 -13%
BPCE
489
Bank Pictet & Cie (Europe)
Germany
$763K -$284K -998 -34%
Vontobel Holding
490
Vontobel Holding
Switzerland
$759K -$1.5M -5,256 -73%
UIM
491
USS Investment Management
United Kingdom
$755K -$2.97M -10,416 -85%
CA
492
Commerzbank Aktiengesellschaft
Germany
$747K -$212K -744 -28%
MLM
493
Mount Lucas Management
Pennsylvania
$747K +$535K +1,880 New
GM
494
GeoWealth Management
Illinois
$744K +$534K +1,874 New
GFP
495
Gryphon Financial Partners
Ohio
$742K +$97.1K +341 +22%
CFG
496
Citizens Financial Group
Rhode Island
$739K +$530K +1,861 New
S
497
SignatureFD
Georgia
$736K +$166K +582 +46%
SC
498
SummitTX Capital
Texas
$726K -$849K -2,982 -62%
O
499
Ossiam
France
$717K +$514K +1,806 New
MIM
500
Marco Investment Management
Georgia
$715K -$56.9K -200 -10%