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Name Holding Trade Value Shares
Change
Change in
Stake
SSWM
551
Smith Salley Wealth Management
North Carolina
$599K -$37K -470 -6%
OIS
552
OneAscent Investment Solutions
Alabama
$596K +$618K +7,857 New
HFM
553
Hartford Funds Management
Pennsylvania
$594K +$107K +1,359 +21%
BMC
554
Beaton Management Company
Massachusetts
$592K
OFS
555
OneAscent Financial Services
Alabama
$588K +$285K +3,627 +88%
PAS
556
Park Avenue Securities
New York
$573K +$38.9K +494 +7%
OIA
557
OneDigital Investment Advisors
Kansas
$572K +$75.2K +956 +15%
Grantham, Mayo, Van Otterloo & Co (GMO)
558
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$568K -$213K -2,701 -27%
GIA
559
Gladstone Institutional Advisory
Florida
$567K -$3.05M -38,801 -84%
GL
560
Graypoint LLC
New York
$559K -$22.8K -290 -4%
KPWS
561
Kestra Private Wealth Services
Texas
$556K +$210K +2,673 +57%
MSA
562
MUFG Securities Americas
New York
$556K +$95.6K +1,215 +20%
PWP
563
Private Wealth Partners
California
$552K -$39.3K -500 -6%
BMCM
564
Bryn Mawr Capital Management
Pennsylvania
$542K -$662K -8,410 -54%
VFP
565
Verus Financial Partners
Virginia
$541K
AIC
566
Argus Investors Counsel
New York
$535K -$19.2K -244 -3%
IWP
567
Insight Wealth Partners
Texas
$531K
S
568
SignatureFD
Georgia
$525K +$1.97K +25 +0.4%
MYIA
569
Mount Yale Investment Advisors
Colorado
$524K -$289K -3,675 -35%
WEG
570
World Equity Group
Illinois
$524K -$575K -7,309 -51%
FTWA
571
Fifth Third Wealth Advisors
Ohio
$523K +$234K +2,974 +76%
SG
572
Sienna Gestion
France
$523K
GEA
573
Glen Eagle Advisors
New Jersey
$521K +$23.6K +300 +5%
GLR
574
Great Lakes Retirement
Ohio
$518K -$13.5K -172 -2%
EFG
575
Everhart Financial Group
Ohio
$514K +$39.9K +507 +8%