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Name Holding Trade Value Shares
Change
Change in
Stake
MSFS
576
Main Street Financial Solutions
Pennsylvania
$650K +$3.31K +110 +0.6%
SAI
577
Systematic Alpha Investments
New Jersey
$648K +$542K +18,000 +1,118%
JWM
578
JGP Wealth Management
Oregon
$639K +$18.4K +610 +3%
QFA
579
Quattro Financial Advisors
Texas
$638K +$603K +20,000 New
ATPW
580
Ashton Thomas Private Wealth
Arizona
$624K -$330K -10,960 -37%
APA
581
American Portfolios Advisors
New York
$622K +$32.5K +1,080 +6%
RTC
582
Riverview Trust Company
Washington
$619K -$49.4K -1,640 -8%
ED
583
Exane Derivatives
France
$611K -$11.8K -390 -2%
SMH
584
Sanders Morris Harris
Texas
$609K – – –
CM
585
Castleark Management
Illinois
$603K -$884K -29,350 -62%
VAS
586
Vestmark Advisory Solutions
Massachusetts
$601K +$73.8K +2,450 +16%
DT
587
Diversified Trust
Tennessee
$597K +$26.2K +870 +5%
Koshinski Asset Management
588
Koshinski Asset Management
Illinois
$597K +$71.4K +2,370 +15%
CF
589
Copperwynd Financial
Arizona
$594K +$542K +17,990 New
PP
590
Prudential plc
United Kingdom
$584K – – –
OPS
591
Orion Portfolio Solutions
Nebraska
$584K +$65.4K +2,170 +14%
WANY
592
Wealthspire Advisors (New York)
New York
$579K +$47.9K +1,590 +10%
OWM
593
OneAscent Wealth Management
Alabama
$575K +$82.6K +2,740 +19%
CGL
594
Clarius Group LLC
Washington
$575K +$148K +4,900 +39%
CCA
595
Checchi Capital Advisers
California
$573K -$12.7K -420 -2%
GL
596
Graypoint LLC
New York
$573K – – –
KWM
597
Kingsview Wealth Management
Oregon
$571K -$1.43M -47,500 -74%
IC
598
IEQ Capital
California
$569K +$519K +17,220 New
OTPPB
599
Ontario Teachers' Pension Plan Board
Ontario, Canada
$566K +$218K +7,230 +73%
NB
600
Northwest Bancshares
Pennsylvania
$560K +$14.2K +470 +3%