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Name Holding Trade Value Shares
Change
Change in
Stake
NIM
601
NEOS Investment Management
Connecticut
$405K +$493 +1 +0.1%
GL
602
Graypoint LLC
New York
$403K -$12.3K -25 -3%
KMWM
603
Keudell/Morrison Wealth Management
Oregon
$399K -$1.97K -4 -0.4%
HTC
604
Haverford Trust Company
Pennsylvania
$395K
LFG
605
Larson Financial Group
Missouri
$390K +$130K +264 +40%
AWM
606
Apollon Wealth Management
South Carolina
$388K -$70.5K -143 -13%
DC
607
Davenport & Co
Virginia
$387K +$46.8K +95 +12%
SC
608
Savant Capital
Illinois
$385K -$92.6K -188 -17%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
609
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$384K +$451K +916 New
RF
610
Rossby Financial
Florida
$384K -$33K -67 -7%
VFA
611
Valeo Financial Advisors
Indiana
$379K -$1.48K -3 -0.3%
GC
612
Guggenheim Capital
Illinois
$378K -$166K -336 -27%
ACA
613
Aptus Capital Advisors
Alabama
$376K -$200K -405 -31%
SFI
614
Siemens Fonds Invest
Germany
$375K +$19.2K +39 +5%
TAM
615
Trust Asset Management
Texas
$374K -$16.3K -33 -4%
WANY
616
Wealthspire Advisors (New York)
New York
$373K +$46.3K +94 +12%
GAM
617
Groupama Asset Management
France
$368K +$434K +880 New
FFM
618
Forum Financial Management
Illinois
$367K -$25.1K -51 -6%
Envestnet Portfolio Solutions
619
Envestnet Portfolio Solutions
Illinois
$365K -$881K -1,788 -67%
EH
620
Equitable Holdings
New York
$362K -$26.6K -54 -6%
JFGIW
621
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$360K +$169K +342 +66%
CIAM
622
Caitong International Asset Management
Hong Kong
$357K +$369K +748 +726%
LP
623
LMR Partners
United Kingdom
$352K +$413K +838 New
AFA
624
Arlington Financial Advisors
California
$351K +$28.6K +58 +7%
DAS
625
Diversify Advisory Services
Utah
$347K -$11.3K -23 -3%