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Name Holding Trade Value Shares
Change
Change in
Stake
MOACM
301
Mutual of America Capital Management
New York
$730K -$72K -1,205 -7%
Focus Partners Wealth
302
Focus Partners Wealth
Massachusetts
$723K -$958K -16,049 -50%
CIA
303
Cape Investment Advisory
Georgia
$717K +$10.6K +177 +1%
OAM
304
OP Asset Management
$703K +$936K +15,670 New
DT
305
Diversified Trust
Tennessee
$693K +$923K +15,453 New
LP
306
LMR Partners
United Kingdom
$690K +$60 +1 +0%
PCC
307
Park Circle Company
Maryland
$689K +$514K +8,600 +127%
CBU
308
CIBC Bancorp USA
Illinois
$688K +$915K +15,324 New
FRM
309
Fox Run Management
Connecticut
$671K -$784K -13,122 -47%
MSU
310
Mizuho Securities USA
New York
$671K +$24.3K +407 +4%
GCM
311
Greenland Capital Management
New York
$665K +$885K +14,819 New
AA
312
Auxano Advisors
Washington
$640K +$6.45K +108 +0.8%
MW
313
Maia Wealth
Colorado
$635K -$253K -4,238 -18%
PCM
314
Polymer Capital Management
New York
$632K +$840K +14,076 New
MWP
315
Meriwether Wealth & Planning
Louisiana
$628K -$188K -3,144 -18%
SC
316
SummitTX Capital
Texas
$613K -$5.67K -95 -0.7%
AIM
317
Aigen Investment Management
New York
$611K +$497K +8,316 +157%
MFG
318
Merit Financial Group
Georgia
$599K -$1.04M -17,426 -57%
NIM
319
NEOS Investment Management
Connecticut
$598K +$252K +4,218 +46%
KFSC
320
Keystone Financial Services (Colorado)
Colorado
$595K +$48K +804 +6%
AWM
321
Avior Wealth Management
Nebraska
$594K +$233K +3,895 +42%
SWM
322
Salvus Wealth Management
New Jersey
$593K -$38.5K -644 -5%
SSWM
323
Sheets Smith Wealth Management
North Carolina
$592K -$1.19M -20,000 -60%
FC
324
Farringdon Capital
United Kingdom
$590K +$786K +13,158 New
X
325
Xponance
Pennsylvania
$588K -$111K -1,865 -12%