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Name Holding Trade Value Shares
Change
Change in
Stake
HI
451
Horizon Investments
North Carolina
$265K +$226 +1 +0.1%
HSA
452
HBK Sorce Advisory
Pennsylvania
$262K -$14K -62 -5%
MYAM
453
Meiji Yasuda Asset Management
Japan
$261K -$117K -520 -33%
FTDI
454
First Trust Direct Indexing
Massachusetts
$257K +$238K +1,055 New
CWM
455
Connecticut Wealth Management
Connecticut
$250K
CCA
456
Cobblestone Capital Advisors
New York
$247K
VFA
457
Voya Financial Advisors
Connecticut
$246K -$13.8K -61 -6%
CA
458
Centerpoint Advisors
Massachusetts
$245K -$9.94K -44 -4%
OFS
459
OneAscent Financial Services
Alabama
$245K +$227K +1,003 New
DP
460
Dearborn Partners
Illinois
$244K -$204K -902 -47%
BCM
461
BluePath Capital Management
Georgia
$243K +$225K +996 New
LSAG
462
Lake Street Advisors Group
New Hampshire
$243K +$14.5K +64 +7%
BWG
463
Berry Wealth Group
Texas
$240K +$222K +985 New
GD
464
Grandfield & Dodd
New York
$240K
EI
465
Ethic Inc
New York
$239K -$687K -3,040 -76%
NIM
466
NEOS Investment Management
Connecticut
$237K -$3.84K -17 -2%
WPC
467
Wedmont Private Capital
Pennsylvania
$233K +$218K +966 New
N
468
Natixis
France
$230K +$187K +830 +735%
SW
469
SVB Wealth
Massachusetts
$229K -$254K -1,126 -55%
MIM
470
Morningstar Investment Management
Illinois
$225K
GAM
471
Gotham Asset Management
New York
$224K +$207K +918 New
Walleye Capital
472
Walleye Capital
New York
$224K -$1.97M -8,705 -90%
SIM
473
Studio Investment Management
Illinois
$221K +$15.6K +69 +8%
SOW
474
State of Wyoming
Wyoming
$220K -$14.2K -63 -7%
HCM
475
Harvey Capital Management
Florida
$220K +$203K +900 New