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Name Holding Trade Value Shares
Change
Change in
Stake
S
901
Seeyond
France
$256K -$697 -20 -0.3%
PA
902
Probity Advisors
Texas
$253K -$2.09K -60 -0.9%
OFS
903
OneAscent Financial Services
Alabama
$251K +$232K +6,660 New
LA
904
Legacy Advisors
Pennsylvania
$248K -$43.2K -1,240 -16%
NFP
905
Narus Financial Partners
Utah
$248K +$229K +6,580 New
LFA
906
Legacy Financial Advisors
Kentucky
$248K +$229K +6,570 New
PTC
907
Private Trust Company
Ohio
$247K +$6.97K +200 +3%
SAM
908
SP Asset Management
California
$246K +$227K +6,520 New
ACA
909
Aptus Capital Advisors
Alabama
$245K +$227K +6,500 New
ERWM
910
Elk River Wealth Management
Colorado
$245K +$226K +6,490 New
DMBA
911
Deseret Mutual Benefit Administrators
Utah
$244K -$312K -8,940 -58%
FFP
912
FourThought Financial Partners
Florida
$243K +$225K +6,450 New
TIMH
913
Tilt Investment Management Holdings
New York
$243K +$225K +6,450 New
OWM
914
OneAscent Wealth Management
Alabama
$243K -$19.5K -560 -8%
BWG
915
Beta Wealth Group
California
$243K +$224K +6,440 New
RCAG
916
Rehmann Capital Advisory Group
Michigan
$240K +$222K +6,370 New
VWM
917
Valley Wealth Managers
New Jersey
$239K -$20.2K -580 -8%
VFA
918
Valeo Financial Advisors
Indiana
$238K +$220K +6,320 New
DWT
919
Dorsey & Whitney Trust
South Dakota
$238K +$220K +6,300 New
FWCM
920
Ferguson Wellman Capital Management
Oregon
$237K +$219K +6,280 New
GCP
921
Garda Capital Partners
Minnesota
$236K +$218K +6,260 New
MWA
922
Meridian Wealth Advisors
Texas
$236K +$218K +6,250 New
DSC
923
Duncker Streett & Co
Missouri
$235K – – –
OTPPB
924
Ontario Teachers' Pension Plan Board
Ontario, Canada
$233K -$58.9K -1,690 -21%
FP
925
Foundry Partners
Minnesota
$233K +$216K +6,190 New