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Name Holding Trade Value Shares
Change
Change in
Stake
KAS
501
Kestra Advisory Services
Texas
$491K -$586K -9,843 -52%
DWM
502
Diversify Wealth Management
Utah
$489K +$525K +8,829 New
PWG
503
Portside Wealth Group
Utah
$488K +$544K +9,141 New
NG
504
Norden Group
Utah
$486K +$542K +9,106 New
WP
505
Wealthspan Partners
Iowa
$484K
OIS
506
OneAscent Investment Solutions
Alabama
$481K +$60 +1 +0%
CL
507
Choreo LLC
Illinois
$477K -$35.6K -598 -6%
N
508
Natixis
France
$461K -$3.75M -63,088 -88%
M&T Bank
509
M&T Bank
New York
$461K -$60.4K -1,015 -11%
CS
510
Capital Square
Tennessee
$459K +$205K +3,452 +74%
OFS
511
OneAscent Financial Services
Alabama
$450K +$112K +1,882 +29%
P
512
PensionDanmark
Denmark
$450K
KWM
513
KFG Wealth Management
Indiana
$449K -$5.12K -86 -1%
CW
514
CreativeOne Wealth
Kansas
$448K +$500K +8,396 New
BBVA
515
Banco Bilbao Vizcaya Argentaria
Spain
$448K +$2.86K +48 +0.6%
EF
516
Empirical Finance
Pennsylvania
$447K +$417 +7 +0.1%
OIAM
517
OFI Invest Asset Management
France
$447K +$184K +3,085 +58%
CCM
518
Coldstream Capital Management
Washington
$441K -$1.79M -30,127 -79%
CAL
519
Capital Advisors Ltd
Ohio
$440K +$8.51K +143 +2%
NDSIB
520
North Dakota State Investment Board
North Dakota
$438K -$84K -1,412 -15%
BWM
521
Baron Wealth Management
Michigan
$438K
BP
522
Ballentine Partners
Massachusetts
$437K -$38.6K -649 -7%
BBHC
523
Brown Brothers Harriman & Co
New York
$434K -$28.1K -472 -5%
MSA
524
MUFG Securities Americas
New York
$434K +$12.7K +213 +3%
SLA
525
Silver Lake Advisory
Utah
$422K +$1.49K +25 +0.3%