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Name Holding Trade Value Shares
Change
Change in
Stake
NW
501
NewEdge Wealth
Pennsylvania
$554K +$13K +187 +3%
IB
502
Intrust Bank
Kansas
$554K -$23.4K -336 -5%
EC
503
EntryPoint Capital
New York
$554K -$33.9K -486 -7%
IFWM
504
Institute for Wealth Management
Colorado
$553K -$4.26K -61 -0.9%
FAMI
505
Fideuram Asset Management (Ireland)
$549K +$519K +7,440 New
Grantham, Mayo, Van Otterloo & Co (GMO)
506
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$546K +$35K +501 +8%
GWM
507
Geneos Wealth Management
Colorado
$545K -$11K -158 -2%
O
508
Ossiam
France
$542K +$465K +6,663 New
CI
509
CX Institutional
Indiana
$542K +$56.9K +816 +14%
LFA
510
Legacy Financial Advisors
Kentucky
$541K +$9.42K +135 +2%
OC
511
Oppenheimer & Co
New York
$541K
GXJ
512
Global X Japan
Japan
$536K +$438K +6,283 +2,027%
GVAG
513
Great Valley Advisor Group
Delaware
$532K +$140 +2 +0%
SSA
514
South Street Advisors
New York
$529K
BHC
515
Bull Harbor Capital
Maryland
$529K +$453K +6,497 New
NMIMC
516
Northwestern Mutual Investment Management Company
Wisconsin
$526K -$3.35K -48 -0.7%
TCPG
517
Trivant Custom Portfolio Group
California
$522K
CBT
518
Central Bank & Trust
Kentucky
$519K
EWS
519
Evergreen Wealth Solutions
Pennsylvania
$514K +$98.3K +1,409 +26%
KCM
520
KRS Capital Management
Michigan
$513K -$5.23K -75 -1%
FFA
521
Fi3 Financial Advisors
Indiana
$502K +$118K +1,686 New
GRP
522
Global Retirement Partners
California
$501K +$429K +6,155 New
SHFA
523
SS&H Financial Advisors
Michigan
$498K +$427K +6,125 New
MSA
524
MUFG Securities Americas
New York
$494K +$30.8K +442 +8%
P
525
PensionDanmark
Denmark
$493K