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Name Holding Trade Value Shares
Change
Change in
Stake
CL
501
Choreo LLC
Illinois
$309K -$16.5K -422 -5%
SFP
502
Shepherd Financial Partners
Massachusetts
$309K +$11.2K +285 +4%
SOS
503
Silver Oak Securities
Tennessee
$305K -$41.7K -1,064 -12%
OIS
504
OneAscent Investment Solutions
Alabama
$305K -$52.8K -1,346 -15%
SCM
505
Stevens Capital Management
Pennsylvania
$303K +$295K +7,518 New
MWM
506
Modern Wealth Management
Kansas
$303K +$2.04K +52 +0.7%
AWA
507
Arkadios Wealth Advisors
Georgia
$302K +$47.5K +1,211 +19%
CIA
508
Capital Investment Advisors
Georgia
$300K +$8.2K +209 +3%
QC
509
Quaero Capital
Switzerland
$293K +$285K +7,267 New
LNWWM
510
Laird Norton Wetherby Wealth Management
California
$291K +$283K +7,225 New
National Pension Service
511
National Pension Service
South Korea
$291K +$219K +5,581 +340%
LAM
512
Longboard Asset Management
Arizona
$290K
S
513
SignatureFD
Georgia
$289K +$10.7K +272 +4%
KAS
514
Kestra Advisory Services
Texas
$287K +$41K +1,045 +17%
HAG
515
HighPoint Advisor Group
Illinois
$285K +$11K +281 +4%
HP
516
Hilltop Partners
Indiana
$278K
SF
517
Summit Financial
New Jersey
$275K +$3.96K +101 +2%
DJSG
518
D.J. St. Germain
Massachusetts
$273K +$250K +6,364 +1,591%
JCM
519
Jacobi Capital Management
Pennsylvania
$271K +$274 +7 +0.1%
RAM
520
Redmond Asset Management
Virginia
$269K
MPM
521
MBB Public Markets
Illinois
$264K -$57.6K -1,470 -18%
N
522
Natixis
France
$263K -$15M -383,086 -98%
FHA
523
Flagship Harbor Advisors
Massachusetts
$263K -$11.7K -298 -4%
SFI
524
Siemens Fonds Invest
Germany
$260K +$42.3K +1,080 +20%
LRWA
525
Long Run Wealth Advisors
New York
$258K +$53.4K +1,361 +27%