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Name Holding Trade Value Shares
Change
Change in
Stake
OFS
551
OneAscent Financial Services
Alabama
$241K +$234K +3,441 New
Fiera Capital (Canada)
552
Fiera Capital (Canada)
Quebec, Canada
$240K – – –
CW
553
CreativeOne Wealth
Kansas
$240K +$233K +3,423 New
RPCONE
554
Retirement Planning Company of New England
Rhode Island
$239K +$233K +3,417 New
BRWM
555
B. Riley Wealth Management
Tennessee
$237K – – –
CAN
556
Cetera Advisor Networks
California
$236K +$15.3K +225 +7%
CS
557
Candriam SCA
Luxembourg
$235K – – –
TAM
558
Trust Asset Management
Texas
$235K – – –
BTWM
559
Baker Tilly Wealth Management
Wisconsin
$228K +$222K +3,264 New
ASN
560
Advisory Services Network
Georgia
$227K -$3.06K -45 -1%
WG
561
Winton Group
United Kingdom
$227K +$221K +3,240 New
TMAM
562
Tokio Marine Asset Management
Japan
$225K +$219K +3,213 New
SW
563
SVB Wealth
Massachusetts
$224K +$218K +3,198 New
CGL
564
Clarius Group LLC
Washington
$222K +$216K +3,171 New
HI
565
Horizon Investments
North Carolina
$217K -$221K -3,240 -51%
SIM
566
Sentry Investment Management
Wisconsin
$217K – – –
BC
567
Burney Company
Virginia
$217K +$211K +3,096 New
MGP
568
Metis Global Partners
California
$215K +$209K +3,069 New
CI
569
CX Institutional
Indiana
$214K -$4.61M -67,623 -96%
FIM
570
Fruth Investment Management
Texas
$210K +$204K +3,000 New
VFA
571
Values First Advisors
Tennessee
$209K +$203K +2,979 New
PFO
572
Pathstone Family Office
New Jersey
$207K +$200K +2,931 New
MWM
573
Mission Wealth Management
California
$207K +$201K +2,955 New
CWA
574
Canvas Wealth Advisors
Kansas
$207K +$202K +2,961 New
BP
575
Ballentine Partners
Massachusetts
$207K +$202K +2,964 New