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Name Holding Trade Value Shares
Change
Change in
Stake
NAAA
276
New Age Alpha Advisors
New York
$872K +$808K +3,306 New
LAM
277
LECAP Asset Management
United Kingdom
$864K -$591K -2,418 -42%
CW
278
CreativeOne Wealth
Kansas
$854K +$791K +3,236 New
MML Investors Services
279
MML Investors Services
Massachusetts
$844K +$91.4K +374 +13%
FCM
280
Fieldview Capital Management
Michigan
$834K -$1.71M -7,008 -69%
GLAM
281
Gardner Lewis Asset Management
Pennsylvania
$831K +$769K +3,149 New
FDCDDQ
282
Federation des caisses Desjardins du Quebec
Quebec, Canada
$825K +$76K +311 +11%
MFG
283
Merit Financial Group
Georgia
$821K +$112K +459 +17%
PWP
284
Principle Wealth Partners
Connecticut
$820K
MGIA
285
Moneta Group Investment Advisors
Missouri
$819K
CFO
286
Callan Family Office
Pennsylvania
$812K +$35.4K +145 +5%
KFG
287
Kingdom Financial Group
Arizona
$801K -$279K -1,141 -27%
VA
288
Vident Advisory
Georgia
$800K +$977 +4 +0.1%
PNC Financial Services Group
289
PNC Financial Services Group
Pennsylvania
$794K +$97.5K +399 +15%
Luther King Capital Management (LKCM)
290
Luther King Capital Management (LKCM)
Texas
$794K -$24.4K -100 -3%
KPWS
291
Kestra Private Wealth Services
Texas
$792K -$58.2K -238 -7%
ATC
292
Argent Trust Co
Tennessee
$791K
Corient Private Wealth
293
Corient Private Wealth
Florida
$788K -$1.16M -4,747 -61%
SAM
294
Securian Asset Management
Minnesota
$773K -$24.4K -100 -3%
TWP
295
Triad Wealth Partners
Kansas
$766K -$83.6K -342 -10%
WMA
296
Wealth Management Associates
New Jersey
$749K
AU
297
AlphaGrep UK
$747K +$267K +1,093 +63%
ITG
298
Index Technologies Group
New York
$746K +$310K +1,268 +81%
William Blair & Company
299
William Blair & Company
Illinois
$739K +$303K +1,239 +79%
TWPM
300
Total Wealth Planning & Management
Florida
$732K +$54.2K +222 +9%