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Name Holding Trade Value Shares
Change
Change in
Stake
WHG
476
Westwood Holdings Group
Texas
$844K +$605K +2,124 New
CP
477
Camelot Portfolios
Ohio
$838K -$40.1K -141 -6%
CWM
478
Circle Wealth Management
New Jersey
$833K +$159K +560 +36%
TE
479
Tema ETFs
New York
$823K +$41.3K +145 +8%
Bessemer Group
480
Bessemer Group
New Jersey
$820K +$86.6K +304 +17%
BPWM
481
Badgley Phelps Wealth Managers
Washington
$820K
KAS
482
Kestra Advisory Services
Texas
$809K +$70K +246 +14%
BCI
483
Brinker Capital Investments
Pennsylvania
$804K +$25.9K +91 +5%
AB
484
Atlas Brown
Kentucky
$803K -$99.4K -349 -15%
MML Investors Services
485
MML Investors Services
Massachusetts
$787K +$564K +1,981 New
Los Angeles Capital Management
486
Los Angeles Capital Management
California
$777K -$4.4M -15,471 -89%
BWP
487
Barlow Wealth Partners
Kentucky
$765K -$83.4K -293 -13%
BPCE
488
Bank Pictet & Cie (Europe)
Germany
$763K -$284K -998 -34%
Vontobel Holding
489
Vontobel Holding
Switzerland
$759K -$1.5M -5,256 -73%
UIM
490
USS Investment Management
United Kingdom
$755K -$2.97M -10,416 -85%
CA
491
Commerzbank Aktiengesellschaft
Germany
$747K -$212K -744 -28%
MLM
492
Mount Lucas Management
Pennsylvania
$747K +$535K +1,880 New
GM
493
GeoWealth Management
Illinois
$744K +$534K +1,874 New
GFP
494
Gryphon Financial Partners
Ohio
$742K +$97.1K +341 +22%
CFG
495
Citizens Financial Group
Rhode Island
$739K +$530K +1,861 New
S
496
SignatureFD
Georgia
$736K +$166K +582 +46%
SC
497
SummitTX Capital
Texas
$726K -$849K -2,982 -62%
O
498
Ossiam
France
$717K +$514K +1,806 New
MIM
499
Marco Investment Management
Georgia
$715K -$56.9K -200 -10%
JFG
500
Jefferies Financial Group
New York
$701K -$1.32M -4,639 -72%