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Name Holding Trade Value Shares
Change
Change in
Stake
VCA
751
Verdence Capital Advisors
Maryland
$425K -$862K -13,491 -66%
QC
752
Quent Capital
New York
$423K +$1.66K +26 +0.4%
CCM
753
Covington Capital Management
California
$421K +$24.3K +381 +6%
AF
754
Allworth Financial
California
$419K +$18.5K +290 +4%
SAS
755
Stelac Advisory Services
New York
$409K – – –
HWM
756
HB Wealth Management
Georgia
$408K +$103K +1,618 +32%
DAS
757
Dynamic Advisor Solutions
Arizona
$406K -$2.36K -37 -0.6%
AWM
758
Accurate Wealth Management
Florida
$405K +$151K +2,369 +63%
MCM
759
McMillion Capital Management
North Carolina
$401K -$72.3K -1,131 -15%
AAMC
760
Asset Allocation & Management Company
Illinois
$401K – – –
EH
761
Equitable Holdings
New York
$396K -$9.58K -150 -2%
BMA
762
Brooks Moore & Associates
Tennessee
$393K – – –
FMAEN1
763
Fund Management at Engine No 1
California
$392K -$34.4K -538 -8%
APP
764
Alpha Paradigm Partners
Illinois
$391K -$19.4K -304 -5%
LC
765
Lindbrook Capital
California
$388K -$55.3K -865 -12%
OWM
766
OneAscent Wealth Management
Alabama
$388K +$703 +11 +0.2%
VanEck Associates
767
VanEck Associates
New York
$388K +$42.8K +670 +12%
BBHC
768
Brown Brothers Harriman & Co
New York
$388K +$155K +2,428 +61%
MGIM
769
M&G Investment Management
United Kingdom
$386K +$404K +6,322 New
ECM
770
Evergreen Capital Management
Washington
$382K +$77.4K +1,211 +24%
TA
771
Tectonic Advisors
Texas
$379K +$37.9K +593 +11%
RWM
772
Ritholtz Wealth Management
New York
$378K +$398K +6,223 New
LFAS
773
Level Four Advisory Services
Texas
$376K -$24.5K -384 -6%
MIP
774
Marietta Investment Partners
Wisconsin
$369K +$318K +4,974 New
ONST
775
Old North State Trust
North Carolina
$368K +$387K +6,052 +100,867%