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Name Holding Trade Value Shares
Change
Change in
Stake
MA
651
Mutual Advisors
Nebraska
$897K +$10.4K +270 +1%
DT
652
Diversified Trust
Tennessee
$892K +$64.8K +1,680 +9%
SIA
653
Schechter Investment Advisors
Michigan
$890K +$798K +20,690 New
EMG
654
ETF Managers Group
New Jersey
$885K -$910K -23,570 -53%
S
655
Seeyond
France
$869K -$42.5K -1,100 -5%
EWS
656
Evergreen Wealth Solutions
Pennsylvania
$867K +$778K +20,150 New
CA
657
CGN Advisors
Kansas
$863K -$10.4K -270 -1%
TA
658
TKG Advisors
Indiana
$862K +$773K +20,040 New
BAM
659
Belpointe Asset Management
Nevada
$861K -$2.7K -70 -0.3%
BMCM
660
Burns Matteson Capital Management
New York
$844K +$119K +3,090 +19%
SAI
661
Systematic Alpha Investments
New Jersey
$843K
STAS
662
Strong Tower Advisory Services
Minnesota
$838K -$99.6K -2,580 -12%
CF
663
Copperwynd Financial
Arizona
$825K -$158K -4,100 -18%
PTC
664
Private Trust Company
Ohio
$817K -$153K -3,970 -17%
GL
665
Graypoint LLC
New York
$817K +$14.7K +380 +2%
TMAM
666
Tokio Marine Asset Management
Japan
$812K +$148K +3,840 +26%
AssetMark Inc
667
AssetMark Inc
California
$812K +$543K +14,060 +292%
CCM
668
Coldstream Capital Management
Washington
$808K +$725K +18,790 New
FTDI
669
First Trust Direct Indexing
Massachusetts
$796K +$3.09K +80 +0.4%
CBN
670
Cadence Bank NA
Texas
$791K -$6.95K -180 -1%
CGL
671
Clarius Group LLC
Washington
$789K +$10.8K +280 +2%
CP
672
Camelot Portfolios
Ohio
$787K +$183K +4,730 +35%
CM
673
Castleark Management
Illinois
$785K
HIM
674
Hillsdale Investment Management
Ontario, Canada
$782K -$7.72K -200 -1%
UB
675
UMB Bank
Missouri
$782K +$159K +4,120 +29%