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Name Holding Trade Value Shares
Change
Change in
Stake
AssetMark Inc
501
AssetMark Inc
California
$895K -$1.1M -53,749 -49%
QP
502
Quilter Plc
United Kingdom
$893K -$38.3K -1,874 -3%
DAS
503
Dynamic Advisor Solutions
Arizona
$890K -$65.1K -3,189 -5%
WAC
504
William Allan Corp
Colorado
$867K +$28.9K +1,414 +3%
CT
505
Colonial Trust
South Carolina
$866K -$199K -9,748 -15%
CA
506
Clearstead Advisors
Ohio
$865K +$33.5K +1,641 +3%
PAG
507
Private Advisor Group
New Jersey
$855K -$55.8K -2,733 -5%
DWM
508
Drive Wealth Management
Utah
$853K -$54.8K -2,684 -5%
HIM
509
Harbour Investment Management
Washington
$846K -$49.7K -2,434 -4%
TPCW
510
TD Private Client Wealth
New York
$844K -$4.47M -219,209 -81%
MSA
511
MUFG Securities Americas
New York
$840K +$188K +9,199 +22%
KPWS
512
Kestra Private Wealth Services
Texas
$839K -$291K -14,247 -22%
WI
513
Wahed Invest
New York
$833K -$7.04K -345 -0.7%
TAM
514
Titleist Asset Management
Texas
$827K +$16.2K +796 +2%
HI
515
Horizon Investments
North Carolina
$826K -$962K -47,118 -48%
KRSITF
516
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$812K -$42.2K -2,069 -4%
BCG
517
Barington Capital Group
New York
$812K +$1.02M +50,000 New
FB
518
Fulton Bank
Pennsylvania
$810K -$426K -20,890 -29%
VSQM
519
V-Square Quantitative Management
Illinois
$810K +$35.2K +1,723 +4%
WE
520
Wealth Effects
Massachusetts
$803K +$1.01M +49,468 New
RIL
521
Rothschild Investment LLC
Illinois
$797K -$219K -10,745 -18%
ACM
522
Aster Capital Management
United Arab Emirates
$797K +$927K +45,427 +1,242%
SRL
523
Scientech Research LLC
New Jersey
$794K +$999K +48,945 New
FTWA
524
Fifth Third Wealth Advisors
Ohio
$793K +$74K +3,625 +8%
PCM
525
Polymer Capital Management
New York
$771K +$739K +36,214 +321%