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Name Holding Trade Value Shares
Change
Change in
Stake
CPO
651
Cerity Partners OCIO
New York
$402K +$35K +832 +10%
ACM
652
Ardent Capital Management
Ohio
$401K +$373K +8,864 New
SIA
653
SkyView Investment Advisors
New Jersey
$398K -$3.78K -90 -1%
LCM
654
Landscape Capital Management
New Jersey
$394K -$646K -15,353 -64%
FFN
655
Focus Financial Network
Minnesota
$394K -$7.82K -186 -2%
FFM
656
Forum Financial Management
Illinois
$392K +$364K +8,669 New
CAN
657
Claraphi Advisory Network
United States
$391K -$44.4K -1,057 -11%
PBO
658
Peoples Bank (Ohio)
Ohio
$388K -$6.31K -150 -2%
WSTAM
659
Wilbanks Smith & Thomas Asset Management
Virginia
$385K
TI
660
Truepoint Inc
Ohio
$384K -$172K -4,100 -33%
JBA
661
Johnson Bixby & Associates
Washington
$384K
FHA
662
First Horizon Advisors
Tennessee
$383K -$15.1K -360 -4%
BF
663
BOK Financial
Oklahoma
$381K +$354K +8,410 New
FDS
664
Freedom Day Solutions
Texas
$380K -$14.3K -341 -4%
CWS
665
Confluence Wealth Services
Pennsylvania
$380K +$354K +8,417 New
HFM
666
Harvest Fund Management
China
$378K +$89.3K +2,125 +34%
KFA
667
Krane Funds Advisors
New York
$375K -$22.8K -542 -6%
AII
668
AGF Investments Inc
Ontario, Canada
$372K -$679K -16,159 -66%
PAM
669
Paradigm Asset Management
New York
$371K -$46.2K -1,100 -12%
CIAS
670
Capital Investment Advisory Services
North Carolina
$371K -$370K -8,811 -52%
XT
671
XTX Topco
Cayman Islands
$370K +$344K +8,176 New
EI
672
Ellevest Inc
New York
$369K +$54.6K +1,299 +19%
DWT
673
Dorsey & Whitney Trust
South Dakota
$368K +$50.3K +1,196 +17%
TPWA
674
TRUE Private Wealth Advisors
Oregon
$367K +$341K +8,116 New
JCM
675
J2 Capital Management
Michigan
$366K +$340K +8,082 New