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Name Holding Trade Value Shares
Change
Change in
Stake
FAFN
351
First Affirmative Financial Network
Colorado
$304K +$312K +4,187 New
FCH
352
Freestone Capital Holdings
Washington
$303K -$29.8K -400 -9%
MYLI
353
Meiji Yasuda Life Insurance
Japan
$302K +$310K +4,160 New
Neuberger Berman Group
354
Neuberger Berman Group
New York
$295K +$349K +4,683 New
TI
355
Tidal Investments
Wisconsin
$294K +$301K +4,037 New
CWM
356
Cornerstone Wealth Management
Missouri
$293K -$24K -322 -7%
ED
357
Exane Derivatives
France
$293K -$57.5K -771 -16%
FPCM
358
Financial Partners Capital Management
New York
$291K
GG
359
Gofen & Glossberg
Illinois
$283K -$15.3K -205 -5%
IB
360
Intrust Bank
Kansas
$280K
BAM
361
Berkshire Asset Management
Pennsylvania
$278K
DHFB
362
Dixon Hubard Feinour & Brown
Virginia
$278K
MIS
363
Morningstar Investment Services
Illinois
$278K +$49.4K +662 +22%
CW
364
CreativeOne Wealth
Kansas
$275K +$283K +3,793 New
MPPW
365
Mitchell & Pahl Private Wealth
Oklahoma
$274K -$2.76K -37 -1%
OWM
366
OneAscent Wealth Management
Alabama
$273K +$281K +3,763 New
Federated Hermes
367
Federated Hermes
Pennsylvania
$272K +$10.2K +137 +4%
RIM
368
Redpoint Investment Management
Australia
$261K
AWE
369
Avidian Wealth Enterprises
Texas
$260K -$27.1K -363 -9%
MGIM
370
M&G Investment Management
United Kingdom
$259K +$265K +3,547 New
SWP
371
Stratos Wealth Partners
Ohio
$254K +$1.34K +18 +0.5%
Mackenzie Financial
372
Mackenzie Financial
Ontario, Canada
$251K +$258K +3,460 New
HAG
373
HighPoint Advisor Group
Illinois
$250K +$257K +3,438 New
D.E. Shaw & Co
374
D.E. Shaw & Co
New York
$247K +$253K +3,397 New
OFS
375
OneAscent Financial Services
Alabama
$247K +$253K +3,397 New