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Name Holding Trade Value Shares
Change
Change in
Stake
WFI
626
West Family Investments
California
$286K +$14.1K +23 +5%
BAM
627
Barrett Asset Management
New York
$283K -$6.11K -10 -2%
FT
628
Fiduciary Trust
Massachusetts
$279K
KPWS
629
Kestra Private Wealth Services
Texas
$278K +$279K +457 New
WAS
630
Wealth Advisory Solutions
Indiana
$277K -$2.44K -4 -0.9%
EN1L
631
Engine No 1 LLC
California
$273K +$274K +448 New
FNBOO
632
First National Bank of Omaha
Nebraska
$273K +$274K +449 New
VC
633
Veracity Capital
Georgia
$272K +$28.1K +46 +11%
OWM
634
OneAscent Wealth Management
Alabama
$271K +$273K +446 New
AAM
635
Arabesque Asset Management
United Kingdom
$266K -$1.01M -1,656 -79%
WG
636
Winton Group
United Kingdom
$265K -$45.8K -75 -15%
KPW
637
Kore Private Wealth
New York
$265K +$266K +436 New
SW
638
SVB Wealth
Massachusetts
$260K +$261K +427 New
ARC
639
Advisor Resource Council
Texas
$257K -$59.3K -97 -19%
EWA
640
EP Wealth Advisors
California
$255K +$9.16K +15 +4%
D.E. Shaw & Co
641
D.E. Shaw & Co
New York
$254K -$95.3K -156 -27%
APA
642
American Portfolios Advisors
New York
$254K -$1.3M -2,120 -84%
IAA
643
Independent Advisor Alliance
North Carolina
$249K
OFS
644
OneAscent Financial Services
Alabama
$245K +$246K +403 New
SIM
645
Stratos Investment Management
Ohio
$245K +$246K +403 New
BEC
646
Blue Edge Capital
Virginia
$243K
ALAM
647
Asahi Life Asset Management
Japan
$243K +$244K +400 New
Mawer Investment Management
648
Mawer Investment Management
Alberta, Canada
$242K +$243K +398 New
AG
649
AIA Group
Hong Kong
$240K +$241K +394 New
KCM
650
Kathmere Capital Management
Pennsylvania
$240K +$241K +395 New