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Name Holding Trade Value Shares
Change
Change in
Stake
CAM
526
Cresset Asset Management
Illinois
$482K -$3M -12,440 -86%
AI
527
Atria Investments
North Carolina
$482K +$89.6K +372 +21%
MWM
528
Maridea Wealth Management
New York
$481K +$507K +2,105 New
WPC
529
Wedmont Private Capital
Pennsylvania
$475K +$12.5K +52 +3%
HNB
530
Huntington National Bank
Ohio
$467K +$41.9K +174 +9%
MFG
531
Merit Financial Group
Georgia
$460K +$484K +2,011 New
HI
532
Horizon Investments
North Carolina
$460K +$3.85K +16 +0.8%
TIM
533
Thompson Investment Management
Wisconsin
$457K
OGF
534
Orin Green Financial
California
$452K -$484K -2,010 Closed
FPAS
535
Focus Partners Advisor Solutions
Missouri
$452K +$84.8K +352 +22%
O
536
Ossiam
France
$447K -$154K -638 -25%
SW
537
Simplicity Wealth
New Jersey
$437K +$111K +461 +32%
DAM
538
Diamant Asset Management
Connecticut
$435K
GLA
539
Good Life Advisors
Pennsylvania
$432K -$241 -1 -0.1%
Jones Financial Companies
540
Jones Financial Companies
Missouri
$432K +$126K +523 +38%
PPWM
541
Perissos Private Wealth Management
Oklahoma
$431K +$241 +1 +0.1%
MAS
542
Meeder Advisory Services
Ohio
$429K -$33.2K -138 -7%
YC
543
Yarbrough Capital
Tennessee
$428K
XT
544
XTX Topco
Cayman Islands
$427K +$152K +631 +51%
MCM
545
MAI Capital Management
Ohio
$426K -$2.41K -10 -0.5%
HC
546
Hara Capital
Washington
$425K +$224K +930 +100%
CC
547
Corton Capital
Ontario, Canada
$425K +$448K +1,860 New
SCA
548
Snowden Capital Advisors
New York
$425K +$8.43K +35 +2%
SDIC
549
South Dakota Investment Council
South Dakota
$421K
QCG
550
Quadrant Capital Group
Ohio
$419K -$19.5K -81 -4%