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Name Holding Trade Value Shares
Change
Change in
Stake
OWM
601
OneAscent Wealth Management
Alabama
$380K +$342K +14,680 New
II
602
Inspire Investing
Idaho
$375K -$118K -5,050 -26%
AA
603
ALPS Advisors
Colorado
$375K -$10.3K -440 -3%
BC
604
Burney Company
Virginia
$373K +$87.4K +3,750 +35%
VF
605
Virtu Financial
New York
$369K +$332K +14,260 New
CA
606
Cetera Advisors
Colorado
$366K +$39.4K +1,690 +14%
FTDI
607
First Trust Direct Indexing
Massachusetts
$366K +$329K +14,130 New
KIC
608
Keating Investment Counselors
Florida
$362K – – –
WAG
609
Winthrop Advisory Group
Massachusetts
$361K -$21K -900 -6%
FNBT
610
FineMark National Bank & Trust
Florida
$361K +$325K +13,950 New
ACM
611
Advisors Capital Management
New Jersey
$356K -$233 -10 -0.1%
WT
612
Whittier Trust
California
$353K +$52.4K +2,250 +20%
KAS
613
Kestra Advisory Services
Texas
$349K +$313K +13,430 New
KFA
614
Krane Funds Advisors
New York
$347K -$139K -5,960 -31%
CTA
615
Chesley Taft & Associates
Illinois
$344K – – –
TC
616
Truvestments Capital
Florida
$340K +$1.86K +80 +0.6%
SCM
617
Stevens Capital Management
Pennsylvania
$338K +$304K +13,050 New
SAM
618
Strategy Asset Managers
California
$337K -$288K -12,360 -49%
LFASL
619
Lugano Financial Advisors SA (LFA)
Switzerland
$337K – – –
CFN
620
Cordasco Financial Network
Florida
$333K +$932 +40 +0.3%
S
621
Seeyond
France
$332K -$1.63K -70 -0.5%
FDCDDQ
622
Federation des caisses Desjardins du Quebec
Quebec, Canada
$331K +$183K +7,850 +159%
BBNA
623
Bremer Bank National Association
Minnesota
$331K -$1.62M -69,370 -84%
LC
624
Lindbrook Capital
California
$328K – – –
MYAM
625
Meiji Yasuda Asset Management
Japan
$327K -$83.2K -3,570 -22%