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Name Holding Trade Value Shares
Change
Change in
Stake
OAM
526
Ostrum Asset Management
France
$857K +$104K +210 +13%
PS
527
Principal Securities
Iowa
$843K +$447K +900 +106%
NW
528
NewEdge Wealth
Pennsylvania
$832K +$523K +1,055 +157%
RCM
529
RB Capital Management
Nevada
$816K -$2.48K -5 -0.3%
HIIFS
530
Harel Insurance Investments & Financial Services
Israel
$814K +$182K +366 +28%
NG
531
Norden Group
Utah
$809K +$833K +1,679 New
PA
532
Procyon Advisors
Connecticut
$808K +$373K +752 +81%
BP
533
Ballentine Partners
Massachusetts
$804K -$78.4K -158 -9%
GCP
534
Garda Capital Partners
Minnesota
$799K +$823K +1,659 New
SWIG
535
Strategic Wealth Investment Group
Kentucky
$794K +$822K +1,657 New
CCM
536
Coldstream Capital Management
Washington
$785K -$269K -543 -25%
DWM
537
Diversify Wealth Management
Utah
$778K +$746K +1,504 New
EWM
538
EPG Wealth Management
Georgia
$776K -$742K -1,495 Closed
Capstone Investment Advisors
539
Capstone Investment Advisors
New York
$771K -$687K -1,385 -46%
NC
540
nVerses Capital
Florida
$771K +$794K +1,600 New
CF
541
Copperwynd Financial
Arizona
$761K +$699K +1,408 New
LNWWM
542
Laird Norton Wetherby Wealth Management
California
$752K -$55.1K -111 -7%
TCB
543
Texas Capital Bancshares
Texas
$751K +$14.4K +29 +2%
VAS
544
Vestmark Advisory Solutions
Massachusetts
$749K +$520K +1,047 +206%
NIMI
545
Natixis Investment Managers International
France
$748K -$489K -985 -39%
Teacher Retirement System of Texas
546
Teacher Retirement System of Texas
Texas
$742K -$12.7M -25,628 -94%
WMA
547
Wealth Management Associates
New Jersey
$742K – – –
FTDI
548
First Trust Direct Indexing
Massachusetts
$739K +$69.5K +140 +10%
GPGA
549
Grandeur Peak Global Advisors
Utah
$734K +$300K +605 +66%
MC
550
Machina Capital
France
$733K +$755K +1,522 New