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Name Holding Trade Value Shares
Change
Change in
Stake
OAM
251
OP Asset Management
$636K +$665K +8,223 New
SLAM
252
Swiss Life Asset Management
$632K +$245K +3,026 +59%
IWC
253
Integrated Wealth Concepts
Massachusetts
$631K +$660K +8,155 New
FFA
254
Farther Finance Advisors
California
$625K -$427K -5,278 -39%
Neuberger Berman Group
255
Neuberger Berman Group
New York
$602K -$20.1K -248 -3%
BIG
256
Brooklyn Investment Group
New York
$600K +$393K +4,856 +168%
DT
257
Diversified Trust
Tennessee
$590K +$3.88K +48 +0.6%
ECM
258
Evergreen Capital Management
Washington
$584K +$169K +2,089 +38%
Cambridge Investment Research Advisors
259
Cambridge Investment Research Advisors
Iowa
$581K -$117K -1,452 -16%
SA
260
Sanctuary Advisors
Indiana
$581K -$19.7K -243 -3%
Ensign Peak Advisors
261
Ensign Peak Advisors
Utah
$579K
Aviva
262
Aviva
United Kingdom
$566K +$592K +7,314 New
NAAA
263
New Age Alpha Advisors
New York
$559K -$14.3K -177 -2%
IC
264
Inscription Capital
Texas
$556K -$414K -5,114 -42%
X
265
Xponance
Pennsylvania
$542K +$155K +1,915 +38%
EWM
266
Empirical Wealth Management
Washington
$526K +$200K +2,474 +57%
BFA
267
Bragg Financial Advisors
North Carolina
$515K -$11.3M -139,289 -95%
IIM
268
Ironwood Investment Management
Massachusetts
$502K -$728 -9 -0.1%
EWA
269
EP Wealth Advisors
California
$500K -$90K -1,112 -15%
DC
270
Diametric Capital
Massachusetts
$491K -$296K -3,656 -37%
AI
271
Atria Investments
North Carolina
$491K +$67K +828 +15%
VCM
272
Versant Capital Management
Arizona
$485K +$31.5K +389 +7%
PA
273
Profund Advisors
Maryland
$478K -$229K -2,827 -31%
TWM
274
Tradition Wealth Management
Minnesota
$465K
HIP
275
HUB Investment Partners
Texas
$458K +$83.9K +1,037 +21%