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Name Holding Trade Value Shares
Change
Change in
Stake
AWM
226
Avior Wealth Management
Nebraska
$703K -$52.1K -180 -8%
VCM
227
Virtue Capital Management
Tennessee
$690K -$55.8K -193 -9%
PFO
228
Pathstone Family Office
New Jersey
$688K -$68.6K -237 -11%
AP
229
Atwood & Palmer
Missouri
$685K
API
230
Advisor Partners II
California
$678K -$4.92K -17 -0.9%
CW
231
CreativeOne Wealth
Kansas
$666K -$114K -393 -17%
HMS
232
Hanseatic Management Services
New Mexico
$666K +$5.21K +18 +0.9%
IMRF
233
Illinois Municipal Retirement Fund
Illinois
$663K +$561K +1,937 New
Fifth Third Bancorp
234
Fifth Third Bancorp
Ohio
$656K -$95.8K -331 -15%
AO
235
Advisor OS
Illinois
$641K +$22.9K +79 +4%
MOS
236
MGO One Seven
Ohio
$632K -$20.5K -71 -4%
Corient Private Wealth
237
Corient Private Wealth
Florida
$618K +$522K +1,804 New
LCM
238
Legato Capital Management
California
$608K +$514K +1,775 New
BCI
239
Brinker Capital Investments
Pennsylvania
$606K -$73.2K -253 -13%
OPS
240
Orion Portfolio Solutions
Nebraska
$606K -$73.2K -253 -13%
LA
241
LVW Advisors
New York
$592K -$22.9K -79 -4%
ProShare Advisors
242
ProShare Advisors
Maryland
$588K -$906K -3,131 -65%
Creative Planning
243
Creative Planning
Kansas
$587K +$156K +538 +46%
HCM
244
HMS Capital Management
Tennessee
$549K +$4.63K +16 +1%
MML Investors Services
245
MML Investors Services
Massachusetts
$541K -$9.55K -33 -2%
FPGK
246
Financial Partners Group (Kansas)
Kansas
$540K +$120K +416 +49%
KFP
247
KMG Fiduciary Partners
Ohio
$525K
BTWM
248
Baker Tilly Wealth Management
Wisconsin
$524K -$59.6K -206 -12%
Commonwealth Equity Services
249
Commonwealth Equity Services
Massachusetts
$520K +$3.47K +12 +0.8%
FA
250
FDx Advisors
Illinois
$514K +$96.9K +335 +29%