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Name Holding Trade Value Shares
Change
Change in
Stake
BAM
476
Boyar Asset Management
New York
$385K – – –
CG
477
Caprock Group
Idaho
$385K +$94.6K +1,519 +32%
PRC
478
Pearl River Capital
Michigan
$378K +$15.1K +242 +4%
JWA
479
JFS Wealth Advisors
Pennsylvania
$374K – – –
OWM
480
OneAscent Wealth Management
Alabama
$370K +$125K +1,999 +50%
VF
481
Virtu Financial
New York
$365K +$82.9K +1,331 +29%
KPWS
482
Kestra Private Wealth Services
Texas
$364K -$57.9K -929 -14%
DIA
483
Dana Investment Advisors
Wisconsin
$363K -$83.7K -1,343 -19%
NA
484
NewEdge Advisors
Louisiana
$362K -$299K -4,801 -42%
MHR
485
Matthew Hamilton Rosenberg
$361K – – –
CIC
486
Carnegie Investment Counsel
Ohio
$360K – – –
FFM
487
Forum Financial Management
Illinois
$358K +$8.47K +136 +2%
FMLI
488
Fukoku Mutual Life Insurance
Japan
$357K – – –
OFS
489
OneAscent Financial Services
Alabama
$355K +$129K +2,074 +56%
MIC
490
Means Investment Company
Maine
$354K – – –
BCV
491
Banque Cantonale Vaudoise
Switzerland
$350K – – –
AMC
492
Asset Management Corp
Illinois
$349K -$60.6K -973 -15%
ECM
493
Evergreen Capital Management
Washington
$349K +$3.61K +58 +1%
ACM
494
Allred Capital Management
Texas
$347K +$1.06K +17 +0.3%
Cerity Partners
495
Cerity Partners
New York
$342K -$685 -11 -0.2%
PWM
496
Perigon Wealth Management
California
$341K +$346K +5,550 New
AWS
497
Atria Wealth Solutions
New York
$340K +$61.9K +994 +22%
AWM
498
Apollon Wealth Management
South Carolina
$337K +$6.91K +111 +2%
PFO
499
Pathstone Family Office
New Jersey
$337K +$575K +9,225 +177%
IA
500
IFP Advisors
Florida
$337K -$5.92K -95 -3%