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Morningstar

Name Holding Trade Value Shares
Change
Change in
Stake
MFG
251
Merit Financial Group
Georgia
$715K +$461K +1,731 +128%
MC
252
Machina Capital
France
$709K +$815K +3,056 New
BFS
253
Bradley Foster & Sargent
Connecticut
$701K
BEI
254
Benjamin Edwards Inc
Missouri
$666K +$180K +674 +31%
HWM
255
HB Wealth Management
Georgia
$664K +$50.9K +191 +7%
AI
256
Atria Investments
North Carolina
$635K -$55.2K -207 -7%
XT
257
XTX Topco
Cayman Islands
$631K -$205K -770 -22%
PAS
258
Park Avenue Securities
New York
$625K +$260K +974 +57%
William Blair & Company
259
William Blair & Company
Illinois
$623K -$56.2K -211 -7%
ASN
260
Advisory Services Network
Georgia
$614K +$5.86K +22 +0.8%
Public Employees Retirement Association of Colorado
261
Public Employees Retirement Association of Colorado
Colorado
$604K -$48.8K -183 -7%
SQA
262
Simon Quick Advisors
New Jersey
$598K +$17.9K +67 +3%
DB
263
Danske Bank
Denmark
$597K -$616K -2,312 -47%
JFG
264
Jefferies Financial Group
New York
$582K +$668K +2,507 New
AIM
265
Aigen Investment Management
New York
$579K -$138K -518 -17%
Deutsche Bank
266
Deutsche Bank
Germany
$579K +$75.4K +283 +13%
TI
267
Tidal Investments
Wisconsin
$571K +$375K +1,407 +133%
VRS
268
Virginia Retirement Systems
Virginia
$557K +$640K +2,400 New
PA
269
Planning Alternatives
Michigan
$555K
EC
270
EntryPoint Capital
New York
$554K +$636K +2,387 New
IFU
271
iSAM Funds (UK)
United Kingdom
$547K +$399K +1,497 +174%
PD
272
Point72 (DIFC)
United Arab Emirates
$513K +$73K +274 +14%
Federated Hermes
273
Federated Hermes
Pennsylvania
$507K +$36.5K +137 +7%
OSAM
274
O'Shaughnessy Asset Management
Connecticut
$499K -$366K -1,372 -39%
KF
275
Krilogy Financial
Missouri
$491K +$616K +2,310 New