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Name Holding Trade Value Shares
Change
Change in
Stake
MIAN
351
Mariner Independent Advisor Network
Kansas
$371K +$153 +15 +0%
MAM
352
Meeder Asset Management
Ohio
$368K -$160K -15,736 -24%
AWS
353
Atria Wealth Solutions
New York
$364K +$364K +35,729 +250%
SSG
354
Summit Securities Group
New York
$363K -$93K -9,143 -15%
ABLA
355
Alan B. Lancz & Associates
Ohio
$363K
Vontobel Holding
356
Vontobel Holding
Switzerland
$362K -$35.4K -3,481 -7%
US Bancorp
357
US Bancorp
Minnesota
$360K -$122K -11,968 -19%
PAG
358
Private Advisor Group
New Jersey
$358K -$220K -21,656 -31%
MCM
359
MAI Capital Management
Ohio
$357K +$275K +27,074 +123%
BO
360
BRR OpCo
Ohio
$355K +$496K +48,700 New
NMERB
361
New Mexico Educational Retirement Board
New Mexico
$346K -$36.6K -3,600 -7%
BAMF
362
BI Asset Management Fondsmaeglerselskab
Denmark
$345K
SPWM
363
Straight Path Wealth Management
Michigan
$342K +$35.6K +3,500 +8%
WAOI
364
Wealth Advisors of Iowa
Iowa
$332K -$40.3K -3,957 -8%
FA
365
FDx Advisors
Illinois
$330K +$3.46K +340 +0.8%
MNBTD
366
Moody National Bank Trust Division
Texas
$329K +$315K +30,952 +218%
Federated Hermes
367
Federated Hermes
Pennsylvania
$325K -$38.1K -3,745 -8%
ZIM
368
Zacks Investment Management
Illinois
$323K +$331K +32,560 +274%
CCC
369
Chelsea Counsel Company
California
$320K -$4.07K -400 -0.9%
CCM
370
Chiron Capital Management
Florida
$320K +$88.5K +8,700 +25%
Luther King Capital Management (LKCM)
371
Luther King Capital Management (LKCM)
Texas
$313K -$102K -10,062 -19%
SPC
372
Sigma Planning Corp
Michigan
$312K +$130K +12,753 +42%
FDCDDQ
373
Federation des caisses Desjardins du Quebec
Quebec, Canada
$311K +$5.09K +500 +1%
EOJOAM
374
E. Ohman J:or Asset Management
Sweden
$301K
KPWS
375
Kestra Private Wealth Services
Texas
$301K +$23.7K +2,330 +6%