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Name Holding Trade Value Shares
Change
Change in
Stake
Laird Norton Wetherby Wealth Management
576
Laird Norton Wetherby Wealth Management
California
$2.56M +$106K +326 +5%
Americana Partners
577
Americana Partners
Texas
$2.56M +$856K +2,641 +56%
MPPW
578
Mitchell & Pahl Private Wealth
Oklahoma
$2.55M +$25.9K +80 +1%
DIA
579
Dean Investment Associates
Ohio
$2.54M -$63.2K -195 -3%
Chilton Investment Company
580
Chilton Investment Company
Connecticut
$2.51M -$3.61M -11,154 -61%
BZWA
581
Blue Zone Wealth Advisors
California
$2.51M +$1.94K +6 +0.1%
Kestra Private Wealth Services
582
Kestra Private Wealth Services
Texas
$2.51M +$778K +2,401 +50%
FTDI
583
First Trust Direct Indexing
Massachusetts
$2.47M +$48.6K +150 +2%
HWM
584
Heirloom Wealth Management
Colorado
$2.46M +$2.52M +7,773 New
EF
585
Exeter Financial
Arizona
$2.44M +$17.5K +54 +0.7%
Simplicity Solutions
586
Simplicity Solutions
Minnesota
$2.42M +$1.14M +3,534 +102%
Ameritas Investment Partners
587
Ameritas Investment Partners
Nebraska
$2.42M -$44.4K -137 -2%
CIAS
588
CFS Investment Advisory Services
New Jersey
$2.42M -$153K -472 -6%
VC
589
Veracity Capital
Georgia
$2.38M +$38.2K +118 +2%
BTWM
590
Baker Tilly Wealth Management
Wisconsin
$2.38M +$348K +1,074 +19%
AAM
591
Ascension Asset Management
New York
$2.36M -$32.4K -100 -1%
AIM
592
Aigen Investment Management
New York
$2.36M +$1.7M +5,260 +316%
First Eagle Investment Management
593
First Eagle Investment Management
New York
$2.35M -$587M -1,811,977 -100%
SW
594
StrongBox Wealth
Missouri
$2.33M +$171K +528 +9%
FC
595
FORA Capital
Florida
$2.31M +$2.16M +6,673 New
O'Shaughnessy Asset Management
596
O'Shaughnessy Asset Management
Connecticut
$2.31M -$183K -566 -8%
CWM
597
Cordatus Wealth Management
Pennsylvania
$2.31M +$107K +329 +5%
ADMI
598
Albert D. Mason Inc
Massachusetts
$2.31M +$6.8K +21 +0.3%
SSG
599
Summit Securities Group
New York
$2.31M +$179K +554 +9%
Van Lanschot Kempen Investment Management
600
Van Lanschot Kempen Investment Management
Netherlands
$2.29M -$89.1K -275 -4%