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Name Holding Trade Value Shares
Change
Change in
Stake
AWS
651
Atria Wealth Solutions
New York
$604K -$207K -876 -26%
NFC
652
Northeast Financial Consultants
Connecticut
$602K
SCA
653
Snowden Capital Advisors
New York
$597K -$39.4K -167 -6%
IWA
654
IVC Wealth Advisors
Pennsylvania
$587K -$212K -899 -27%
CFG
655
Citizens Financial Group
Rhode Island
$584K +$96.1K +407 +20%
JRP
656
Jasper Ridge Partners
California
$583K
WPW
657
Waldron Private Wealth
Pennsylvania
$573K +$1.42K +6 +0.2%
PMG
658
ProVise Management Group
Florida
$571K +$4.49K +19 +0.8%
HI
659
Horizon Investments
North Carolina
$557K -$38.5K -163 -6%
IA
660
Inspire Advisors
Idaho
$557K +$50.5K +214 +10%
VAS
661
Vestmark Advisory Solutions
Massachusetts
$554K -$1.18K -5 -0.2%
P
662
Pitcairn
Pennsylvania
$552K -$65.9K -279 -11%
P
663
&Partners
Tennessee
$552K +$323K +1,367 +140%
BB
664
Busey Bank
Illinois
$549K +$52.6K +223 +11%
LCM
665
Laurion Capital Management
New York
$546K -$1.7M -7,183 -76%
PD
666
Point72 (DIFC)
United Arab Emirates
$542K +$540K +2,289 New
DC
667
Diametric Capital
Massachusetts
$536K +$534K +2,262 New
AGWCA
668
Annis Gardner Whiting Capital Advisors
Florida
$530K -$17.5K -74 -3%
KHCM
669
Kirtland Hills Capital Management
Ohio
$523K
Brown Advisory
670
Brown Advisory
Maryland
$522K +$60.7K +257 +13%
UH
671
Unigestion Holding
Switzerland
$521K +$519K +2,199 New
IWC
672
Integrated Wealth Concepts
Massachusetts
$520K +$5.67K +24 +1%
TAM
673
Trust Asset Management
Texas
$520K
MWM
674
Meridian Wealth Management
Kentucky
$517K -$236 -1 -0%
KCIC
675
Kuhn & Co Investment Counsel
Illinois
$515K