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Name Holding Trade Value Shares
Change
Change in
Stake
OFS
476
OneAscent Financial Services
Alabama
$423K +$37.7K +348 +10%
PCM
477
Poehling Capital Management
Wisconsin
$419K -$4.23K -39 -1%
MFG
478
Merit Financial Group
Georgia
$419K +$37.9K +350 +10%
Rockefeller Capital Management
479
Rockefeller Capital Management
New York
$414K -$58K -535 -13%
TE
480
Tema ETFs
New York
$412K +$156K +1,444 +66%
KCP
481
Kera Capital Partners
California
$411K +$150K +1,380 +61%
WFI
482
West Family Investments
California
$410K +$182K +1,681 +87%
MLL
483
Moody Lynn & Lieberson
Massachusetts
$409K +$8.02K +74 +2%
Capstone Investment Advisors
484
Capstone Investment Advisors
New York
$409K -$415K -3,830 -51%
HPC
485
HM Payson & Co
Maine
$408K
CB
486
Commerce Bank
Missouri
$404K -$10.6K -98 -3%
WA
487
Wealth Architects
California
$391K -$10.2K -94 -3%
CS
488
Cannell & Spears
New York
$391K
MA
489
Mutual Advisors
Nebraska
$388K -$3.03K -28 -0.8%
AI
490
Atom Investors
Texas
$387K +$371K +3,421 New
AU
491
AlphaGrep UK
$384K -$89.3K -824 -20%
AG
492
Ascent Group
Virginia
$384K +$12.4K +114 +3%
BAAM
493
Baker Avenue Asset Management
California
$383K +$128K +1,185 +54%
BFA
494
Brown Financial Advisory
Alabama
$382K
PMG
495
Private Management Group
California
$379K
SL
496
Summitry LLC
California
$373K +$22.3K +206 +7%
AWM
497
Apollon Wealth Management
South Carolina
$372K +$13.1K +121 +4%
OTL
498
Oak Thistle LLC
New York
$365K +$349K +3,221 New
BMCM
499
Bryn Mawr Capital Management
Pennsylvania
$365K
CAMG
500
CWA Asset Management Group
Florida
$364K +$27.7K +256 +9%