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Name Holding Trade Value Shares
Change
Change in
Stake
OWM
426
OneAscent Wealth Management
Alabama
$234K +$5.28K +28 +2%
BW
427
Bison Wealth
Georgia
$231K – – –
RWB
428
RMR Wealth Builders
New Jersey
$230K – – –
Marshall Wace
429
Marshall Wace
United Kingdom
$227K -$5M -26,521 -95%
PA
430
Procyon Advisors
Connecticut
$225K -$377 -2 -0.2%
GWM
431
Gitterman Wealth Management
New Jersey
$224K +$230K +1,218 New
CW
432
CreativeOne Wealth
Kansas
$223K +$231K +1,227 New
YIA
433
YHB Investment Advisors
Connecticut
$220K – – –
CA
434
Centerpoint Advisors
Massachusetts
$218K -$119K -630 -34%
ECM
435
Element Capital Management
New York
$217K +$225K +1,193 New
LWAM
436
Legacy Wealth Asset Management
Minnesota
$212K -$3.77K -20 -2%
CFG
437
Cooper Financial Group
California
$209K -$7.73K -41 -3%
ATC
438
Argent Trust Co
Tennessee
$209K +$5.09K +27 +2%
VFA
439
Values First Advisors
Tennessee
$205K +$213K +1,129 New
OFS
440
OneAscent Financial Services
Alabama
$202K -$3.2K -17 -2%
EWA
441
EP Wealth Advisors
California
$202K +$210K +1,112 New
GT
442
Greenleaf Trust
Michigan
$200K -$51.1K -271 -20%
AIP
443
Ameritas Investment Partners
Nebraska
$176K – – –
BAM
444
Belpointe Asset Management
Nevada
$169K – – –
Bessemer Group
445
Bessemer Group
New Jersey
$166K +$13.6K +72 +9%
WI
446
Wahed Invest
New York
$147K +$153K +810 New
AG
447
AIA Group
Hong Kong
$146K – – –
BFEC
448
Benjamin F. Edwards & Company
Missouri
$131K – – –
Federated Hermes
449
Federated Hermes
Pennsylvania
$122K -$12.6K -67 -9%
EI
450
Ellevest Inc
New York
$120K +$3.39K +18 +3%