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Robert Half

Name Holding Trade Value Shares
Change
Change in
Stake
AFG
276
Atomi Financial Group
New York
$285K +$260K +9,278 New
GT
277
Glenmede Trust
Pennsylvania
$284K -$26.6K -951 -9%
X
278
Xponance
Pennsylvania
$275K -$4.9K -175 -2%
Lido Advisors
279
Lido Advisors
California
$269K +$245K +8,766 New
WA
280
Waverly Advisors
Alabama
$259K +$236K +8,430 New
OL
281
Optas LLC
Texas
$256K +$234K +8,348 New
CBU
282
CIBC Bancorp USA
Illinois
$247K -$13.2K -471 -6%
FRM
283
Fox Run Management
Connecticut
$242K -$159K -5,681 -42%
MAM
284
Mainsail Asset Management
Alabama
$236K +$158K +5,650 New
GM
285
GeoWealth Management
Illinois
$233K +$213K +7,597 New
PTP
286
Platform Technology Partners
New York
$231K +$211K +7,531 New
SW
287
SteelPeak Wealth
California
$231K +$211K +7,524 New
JTWM
288
Jackson Thornton Wealth Management
Alabama
$230K +$210K +7,501 New
SA
289
Sanctuary Advisors
Indiana
$226K +$206K +7,358 New
GI
290
GAMMA Investing
California
$223K +$99K +3,536 +95%
AWM
291
Accurate Wealth Management
Florida
$214K +$185K +6,615 New
TCA
292
Transcend Capital Advisors
New Jersey
$212K +$193K +6,902 New
SLAM
293
Swiss Life Asset Management
$211K +$193K +6,889 New
ZIM
294
Zacks Investment Management
Illinois
$211K +$193K +6,887 New
KBC Group
295
KBC Group
Belgium
$211K -$13.3K -474 -6%
TW
296
Trajan Wealth
Arizona
$211K +$192K +6,865 New
Acadian Asset Management
297
Acadian Asset Management
Massachusetts
$208K
CPW
298
Crestmont Private Wealth
Texas
$206K +$188K +6,704 New
Mitsubishi UFJ Trust & Banking
299
Mitsubishi UFJ Trust & Banking
Japan
$204K -$1.28M -45,752 -87%
BFIM
300
Beese Fulmer Investment Management
Ohio
$204K +$186K +6,634 New