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Name Holding Trade Value Shares
Change
Change in
Stake
EWS
426
Evergreen Wealth Solutions
Pennsylvania
$444K -$108K -7,508 -21%
HFM
427
Hartford Financial Management
Connecticut
$441K -$112K -7,729 -22%
BG
428
Benedetti & Gucer
Georgia
$440K -$14.4K -1,000 -3%
IFWM
429
Institute for Wealth Management
Colorado
$435K
HW
430
Hancock Whitney
Mississippi
$433K -$9.03K -625 -2%
A
431
AlphaQuest
New York
$418K +$283K +19,610 +287%
FAIM
432
Financial Advocates Investment Management
Washington
$415K -$58 -4 -0%
BCM
433
Bluefin Capital Management
New York
$411K +$60.7K +4,200 +19%
IPW
434
Impact Partnership Wealth
Georgia
$409K -$58.7K -4,062 -14%
GAM
435
Groupama Asset Management
France
$405K -$234K -16,168 -56%
SAM
436
Shell Asset Management
Netherlands
$399K -$325K -22,529 -44%
RIM
437
Rakuten Investment Management
Japan
$398K +$330K +22,867 +988%
OTL
438
Oak Thistle LLC
New York
$398K -$624K -43,167 -63%
IPWA
439
International Private Wealth Advisors
California
$395K +$161K +11,151 +81%
OFS
440
OneAscent Financial Services
Alabama
$393K +$359K +24,875 New
BJL
441
Brighton Jones LLC
Washington
$383K +$122K +8,467 +54%
SWM
442
Seed Wealth Management
Illinois
$383K
CIC
443
Carnegie Investment Counsel
Ohio
$381K
PA
444
Profund Advisors
Maryland
$378K -$85.5K -5,917 -20%
PI
445
PFG Investments
New York
$375K +$342K +23,689 New
CBFP
446
Cedar Brook Financial Partners
Ohio
$373K +$2.83K +196 +0.8%
IWC
447
Integrated Wealth Concepts
Massachusetts
$371K +$910 +63 +0.3%
NIM
448
NEOS Investment Management
Connecticut
$370K +$146K +10,112 +76%
William Blair & Company
449
William Blair & Company
Illinois
$369K -$246K -17,032 -42%
ALAM
450
Asahi Life Asset Management
Japan
$365K