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Name Holding Trade Value Shares
Change
Change in
Stake
IFWM
576
Institute for Wealth Management
Colorado
$583K -$34.8K -257 -4%
PI
577
PEAK6 Investments
Illinois
$582K +$480K +3,547 New
MP
578
McDonald Partners
Ohio
$579K +$4.74K +35 +0.6%
PG
579
Pendal Group
Australia
$574K -$1.24M -9,151 -62%
VI
580
Versor Investments
New York
$574K +$744K +5,500 New
OFS
581
OneAscent Financial Services
Alabama
$567K +$734K +5,426 New
FTDI
582
First Trust Direct Indexing
Massachusetts
$563K +$5.55K +41 +0.8%
IWM
583
IHT Wealth Management
Illinois
$556K -$38K -281 -5%
QI
584
Qtron Investments
Massachusetts
$554K +$410K +3,026 +132%
DGAM
585
Desjardins Global Asset Management
Quebec, Canada
$553K -$498K -3,680 -41%
SWM
586
Spire Wealth Management
Virginia
$549K -$6.36K -47 -0.9%
ED
587
Exane Derivatives
France
$549K +$120K +884 +20%
ACG
588
Allen Capital Group
Nebraska
$546K -$40.9K -302 -5%
KWM
589
Kingsview Wealth Management
Oregon
$544K +$70.4K +520 +11%
PCIA
590
Prime Capital Investment Advisors
Kansas
$540K +$700K +5,171 New
AG
591
AIA Group
Hong Kong
$539K -$215K -1,588 -24%
SSW
592
Smith Shellnut Wilson
Mississippi
$536K -$17.5K -129 -2%
ZF
593
Zhang Financial
Michigan
$535K – – –
NB
594
Northwest Bancshares
Pennsylvania
$527K – – –
CICI
595
Capital Investment Counsel Inc
North Carolina
$525K – – –
KPF
596
K2 Principal Fund
Ontario, Canada
$522K +$677K +5,000 New
FUBT
597
First United Bank & Trust
Maryland
$517K +$144K +1,067 +27%
CA
598
CGN Advisors
Kansas
$517K +$243K +1,794 +57%
MPPW
599
Mitchell & Pahl Private Wealth
Oklahoma
$515K -$55.9K -413 -8%
CCIA
600
Campbell & Co Investment Adviser
Maryland
$508K -$1.1M -8,146 -63%