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Name Holding Trade Value Shares
Change
Change in
Stake
IFWM
351
Institute for Wealth Management
Colorado
$800K
MWM
352
MorganRosel Wealth Management
Colorado
$800K +$12K +97 +2%
MML Investors Services
353
MML Investors Services
Massachusetts
$797K +$261K +2,102 +52%
WCA
354
Westover Capital Advisors
Delaware
$788K
Federated Hermes
355
Federated Hermes
Pennsylvania
$777K -$92K -742 -11%
AMC
356
Asset Management Corp
Illinois
$763K +$734K +5,916 New
NFG
357
Nations Financial Group
Iowa
$754K +$725K +5,847 New
LSERS
358
Louisiana State Employees Retirement System
Louisiana
$748K +$112K +900 +18%
NERM
359
New England Research & Management
Illinois
$745K +$158K +1,275 +28%
KWMG
360
King Wealth Management Group
Florida
$738K
AssetMark Inc
361
AssetMark Inc
California
$725K +$23.6K +190 +3%
RHBC
362
R.H. Bluestein & Co
Michigan
$722K +$186K +1,500 +37%
GTCM
363
Gyon Technologies Capital Management
New Jersey
$719K +$691K +5,576 New
NMIMC
364
Northwestern Mutual Investment Management Company
Wisconsin
$697K
Daiwa Securities Group
365
Daiwa Securities Group
Japan
$696K +$39.1K +315 +6%
VF
366
Virtu Financial
New York
$687K +$660K +5,325 New
QI
367
Qtron Investments
Massachusetts
$684K
BCV
368
Banque Cantonale Vaudoise
Switzerland
$681K +$126K +1,013 +24%
BIM
369
Baldwin Investment Management
Pennsylvania
$677K -$37.2K -300 -5%
PI
370
Putnam Investments
Massachusetts
$674K -$318K -2,567 -33%
PIA
371
Perennial Investment Advisors
California
$661K +$633K +5,109 New
CIM
372
Contravisory Investment Management
Massachusetts
$638K
KLC
373
Knowledge Leaders Capital
Colorado
$637K +$2.48K +20 +0.4%
HI
374
Horizon Investments
North Carolina
$635K -$933K -7,528 -60%
ACA
375
Atlas Capital Advisors
Wyoming
$625K -$20.1K -162 -3%