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Name Holding Trade Value Shares
Change
Change in
Stake
CWA
426
CM Wealth Advisors
Ohio
$327K +$359K +4,717 New
FTDI
427
First Trust Direct Indexing
Massachusetts
$317K +$52.3K +687 +23%
SM
428
Sciencast Management
New Jersey
$314K +$316K +4,151 New
AT
429
American Trust
Kentucky
$309K +$273K +3,581 New
VI
430
Vestcor Inc
New Brunswick, Canada
$308K
CC
431
Cipher Capital
New York
$303K -$419K -5,499 -61%
Mackenzie Financial
432
Mackenzie Financial
Ontario, Canada
$299K -$1.87M -24,512 -88%
Lazard Asset Management
433
Lazard Asset Management
New York
$297K +$87.4K +1,148 +50%
BFS
434
Bradley Foster & Sargent
Connecticut
$294K -$4.34K -57 -2%
RWI
435
Red Wave Investments
Pennsylvania
$294K
GT
436
Greenleaf Trust
Michigan
$285K +$19.9K +261 +9%
EI
437
Ellevest Inc
New York
$283K +$18.1K +238 +8%
BCV
438
Banque Cantonale Vaudoise
Switzerland
$282K +$35.3K +464 +17%
MC
439
Machina Capital
France
$279K +$247K +3,240 New
LWM
440
Lyell Wealth Management
California
$278K -$33.1K -435 -12%
CIC
441
Carnegie Investment Counsel
Ohio
$277K -$1.22K -16 -0.5%
IWC
442
Integrated Wealth Concepts
Massachusetts
$277K +$244K +3,207 New
CL
443
Choreo LLC
Illinois
$276K +$244K +3,206 New
Robeco Institutional Asset Management
444
Robeco Institutional Asset Management
Netherlands
$270K
DDC
445
DF Dent & Co
Maryland
$270K -$7.25M -95,273 -97%
TM
446
Tiger Management
New York
$267K +$236K +3,100 New
AWS
447
Atria Wealth Solutions
New York
$267K -$2.82K -37 -1%
SW
448
SteelPeak Wealth
California
$264K +$233K +3,060 New
Mercer Global Advisors
449
Mercer Global Advisors
Colorado
$262K +$7.16K +94 +3%
OWM
450
Opes Wealth Management
California
$260K