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Name Holding Trade Value Shares
Change
Change in
Stake
OPPTF
476
OPSEU Pension Plan Trust Fund
Ontario, Canada
$525K -$12.4K -33 -2%
PGH
477
Partners Group Holding
Switzerland
$523K +$629K +1,670 New
WAM
478
World Asset Management
Michigan
$521K -$59.5K -158 -9%
HC
479
Hatton Consulting
Arizona
$517K
FIA
480
Foundations Investment Advisors
Arizona
$505K +$243K +646 +64%
GIA
481
Gladstone Institutional Advisory
Florida
$502K +$604K +1,602 New
CCB
482
Cutter & Co Brokerage
Missouri
$494K
TIA
483
Trust Investment Advisors
Indiana
$493K +$84.4K +224 +17%
SF
484
Synovus Financial
Georgia
$491K +$311K +825 +111%
WFO
485
Wealthgate Family Office
Colorado
$491K +$590K +1,566 New
TYCC
486
Texas Yale Capital Corp
Florida
$488K
MCM
487
Marathon Capital Management
Maryland
$483K +$75.4K +200 +15%
CPA
488
Clear Perspective Advisors
Illinois
$482K -$2.59M -6,861 -82%
UCFA
489
United Capital Financial Advisors
Texas
$482K -$624K -1,655 -52%
TMAM
490
Tokio Marine Asset Management
Japan
$475K +$179K +475 +46%
VWM
491
Vigilare Wealth Management
Arizona
$472K +$53.1K +141 +10%
EDRH
492
Edmond de Rothschild Holding
Switzerland
$470K -$18.8K -50 -3%
CCM
493
Cinctive Capital Management
New York
$470K +$565K +1,500 New
EGM
494
Engineers Gate Manager
New York
$470K +$566K +1,501 New
PA
495
Profund Advisors
Maryland
$465K -$141K -375 -20%
KeyBank National Association
496
KeyBank National Association
Ohio
$460K -$1.07M -2,834 -66%
AWA
497
Arkadios Wealth Advisors
Georgia
$459K +$52.4K +139 +10%
PG
498
Patten Group
Tennessee
$455K -$13.6K -36 -2%
AAM
499
Advisors Asset Management
Colorado
$454K +$128K +340 +31%
LTI
500
Laffer Tengler Investments
Tennessee
$454K -$73.1K -194 -12%