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Name Holding Trade Value Shares
Change
Change in
Stake
CW
526
CreativeOne Wealth
Kansas
$381K +$37.1K +725 +9%
WP
527
Wealthspan Partners
Iowa
$379K – – –
LA
528
LVW Advisors
New York
$377K -$96.9K -1,897 -17%
JSSH
529
J. Safra Sarasin Holding
$377K +$138K +2,692 +42%
ONB
530
Old National Bancorp
Indiana
$376K +$68.2K +1,335 +17%
NDSIB
531
North Dakota State Investment Board
North Dakota
$372K +$36.2K +709 +9%
MSA
532
MUFG Securities Americas
New York
$369K +$37.1K +726 +9%
CCM
533
Coldstream Capital Management
Washington
$368K +$28.9K +565 +7%
EF
534
Empirical Finance
Pennsylvania
$365K +$18.7K +365 +4%
RS
535
R Squared
Hong Kong
$364K +$446K +8,723 New
WPC
536
Wedmont Private Capital
Pennsylvania
$356K -$70.1K -1,371 -15%
IFU
537
iSAM Funds (UK)
United Kingdom
$355K +$434K +8,500 New
KAS
538
Kestra Advisory Services
Texas
$354K -$36.1K -707 -8%
CL
539
Choreo LLC
Illinois
$353K -$24.3K -476 -5%
P
540
PensionDanmark
Denmark
$351K – – –
SAM
541
Securian Asset Management
Minnesota
$351K -$5.11K -100 -1%
SFG
542
Strive Financial Group
Indiana
$350K -$1.36M -26,524 -76%
FSCM
543
Front Street Capital Management
Montana
$350K -$44.7K -875 -9%
EWA
544
EverSource Wealth Advisors
Alabama
$345K -$95.7K -1,872 -18%
BP
545
Ballentine Partners
Massachusetts
$344K +$2.56K +50 +0.6%
JG
546
Jain Global
New York
$343K -$936K -18,309 -69%
BWM
547
Baron Wealth Management
Michigan
$342K -$613 -12 -0.1%
CAL
548
Capital Advisors Ltd
Ohio
$336K -$9.61K -188 -2%
M&T Bank
549
M&T Bank
New York
$335K -$54.6K -1,069 -12%
SLA
550
Silver Lake Advisory
Utah
$331K +$1.48K +29 +0.4%