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Name Holding Trade Value Shares
Change
Change in
Stake
LA
651
Latitude Advisors
Florida
$932K +$69.9K +1,810 +9%
MMPW
652
Mitchell McLeod Pugh & Williams
Alabama
$928K +$54K +1,400 +7%
KWM
653
Kingsview Wealth Management
Oregon
$922K – – –
MYAM
654
Meiji Yasuda Asset Management
Japan
$912K +$113K +2,940 +16%
FC
655
FORA Capital
Florida
$912K +$819K +21,210 New
MA
656
Mutual Advisors
Nebraska
$897K +$10.4K +270 +1%
DT
657
Diversified Trust
Tennessee
$892K +$64.8K +1,680 +9%
SIA
658
Schechter Investment Advisors
Michigan
$890K +$798K +20,690 New
EMG
659
ETF Managers Group
New Jersey
$885K -$910K -23,570 -53%
S
660
Seeyond
France
$869K -$42.5K -1,100 -5%
EWS
661
Evergreen Wealth Solutions
Pennsylvania
$867K +$778K +20,150 New
CA
662
CGN Advisors
Kansas
$863K -$10.4K -270 -1%
TA
663
TKG Advisors
Indiana
$862K +$773K +20,040 New
BAM
664
Belpointe Asset Management
Nevada
$861K -$2.7K -70 -0.3%
BMCM
665
Burns Matteson Capital Management
New York
$844K +$119K +3,090 +19%
SAI
666
Systematic Alpha Investments
New Jersey
$843K – – –
STAS
667
Strong Tower Advisory Services
Minnesota
$838K -$99.6K -2,580 -12%
CF
668
Copperwynd Financial
Arizona
$825K -$158K -4,100 -18%
PTC
669
Private Trust Company
Ohio
$817K -$153K -3,970 -17%
GL
670
Graypoint LLC
New York
$817K +$14.7K +380 +2%
TMAM
671
Tokio Marine Asset Management
Japan
$812K +$148K +3,840 +26%
AssetMark Inc
672
AssetMark Inc
California
$812K +$543K +14,060 +292%
CCM
673
Coldstream Capital Management
Washington
$808K +$725K +18,790 New
FTDI
674
First Trust Direct Indexing
Massachusetts
$796K +$3.09K +80 +0.4%
CBN
675
Cadence Bank NA
Texas
$791K -$6.95K -180 -1%