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Name Holding Trade Value Shares
Change
Change in
Stake
AWS
351
Atria Wealth Solutions
New York
$717K +$29.1K +1,832 +4%
LI
352
LRI Investments
Florida
$716K -$1.97K -124 -0.3%
NP
353
NorthRock Partners
Minnesota
$716K +$8.04K +507 +1%
DFCM
354
Dark Forest Capital Management
Puerto Rico
$703K +$666K +41,969 New
AFG
355
Atomi Financial Group
New York
$695K +$119K +7,493 +22%
LCGC
356
Legacy Capital Group California
California
$694K -$33.4K -2,107 -5%
HIC
357
Holderness Investments Company
North Carolina
$667K -$4.71K -297 -0.7%
JPWM
358
Jamison Private Wealth Management
Georgia
$666K -$64K -4,034 -9%
Mercer Global Advisors
359
Mercer Global Advisors
Colorado
$657K -$24.6K -1,550 -4%
ONB
360
Old National Bancorp
Indiana
$655K -$309K -19,460 -33%
NB
361
Norinchukin Bank
Japan
$649K +$82.6K +5,207 +16%
CAPTRUST Financial Advisors
362
CAPTRUST Financial Advisors
North Carolina
$641K -$506K -31,923 -45%
CWA
363
Centennial Wealth Advisory
Michigan
$636K +$21.6K +1,359 +4%
OC
364
Oppenheimer & Co
New York
$631K -$904 -57 -0.2%
CCM
365
Coldstream Capital Management
Washington
$629K +$22.3K +1,404 +4%
TCOT
366
Trust Company of Toledo
Ohio
$622K -$6K -378 -1%
BCM
367
Bluefin Capital Management
New York
$621K -$654K -41,200 -53%
FSA
368
Fort Sheridan Advisors
Illinois
$620K
MAS
369
Meeder Advisory Services
Ohio
$616K +$90.5K +5,703 +18%
OTL
370
Oak Thistle LLC
New York
$614K +$418K +26,319 +255%
HWM
371
HB Wealth Management
Georgia
$608K +$88.6K +5,583 +18%
ZIM
372
Zacks Investment Management
Illinois
$604K +$27.5K +1,735 +5%
EFMC
373
Empire Financial Management Company
New York
$603K
KWA
374
Kingswood Wealth Advisors
California
$598K +$207K +13,049 +57%
SSA
375
Schonfeld Strategic Advisors
New York
$595K -$3.8M -239,823 -87%