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QXO

QXO Inc

Name Holding Trade Value Shares
Change
Change in
Stake
IWM
351
IHT Wealth Management
Illinois
$437K -$119K -5,221 -19%
BIM
352
Barton Investment Management
Pennsylvania
$433K +$510K +22,305 New
JIC
353
Joel Isaacson & Co
New York
$429K
N
354
Natixis
France
$423K +$485K +21,181 +3,450%
SCM
355
Sterling Capital Management
North Carolina
$421K -$332K -14,518 -40%
CIBC Asset Management
356
CIBC Asset Management
Ontario, Canada
$421K
CB
357
Commerce Bank
Missouri
$419K +$494K +21,578 New
NA
358
Navellier & Associates
Nevada
$418K -$6.13K -268 -1%
AAS
359
Ameritas Advisory Services
Nebraska
$416K +$127K +5,567 +35%
WKWM
360
Walter & Keenan Wealth Management
Indiana
$415K +$56.7K +2,477 +13%
RPCONE
361
Retirement Planning Company of New England
Rhode Island
$413K +$32.5K +1,420 +7%
Bank of Montreal
362
Bank of Montreal
Ontario, Canada
$411K +$244K +10,644 +101%
Pathstone Holdings
363
Pathstone Holdings
New Jersey
$407K +$97K +4,239 +25%
TA
364
TrueWealth Advisors
Alabama
$395K +$465K +20,343 New
DWA
365
Douglass Winthrop Advisors
New York
$388K
KWM
366
Keebeck Wealth Management
Illinois
$384K
Vanguard Personalized Indexing Management
367
Vanguard Personalized Indexing Management
California
$384K -$52.8K -2,306 -10%
ISL
368
Ingalls & Snyder LLC
New York
$378K +$167K +7,290 +60%
KBC Group
369
KBC Group
Belgium
$373K +$36.4K +1,590 +9%
FA
370
FDx Advisors
Illinois
$369K +$435K +19,013 New
SSWM
371
Sheets Smith Wealth Management
North Carolina
$364K
ECM
372
Everence Capital Management
Indiana
$362K -$517K -22,592 -55%
AWM
373
Apollon Wealth Management
South Carolina
$354K +$417K +18,243 New
GA
374
Goldstein Advisors
Wisconsin
$351K +$104K +4,558 +34%
WPA
375
Wealth Preservation Advisors
Tennessee
$349K +$204K +8,918 +99%