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Name Holding Trade Value Shares
Change
Change in
Stake
KBC Group
526
KBC Group
Belgium
$442K
MLL
527
Moody Lynn & Lieberson
Massachusetts
$436K +$39K +153 +9%
DC
528
Davenport & Co
Virginia
$436K -$2.74M -10,738 -86%
PW
529
PUREfi Wealth
Massachusetts
$433K +$89.7K +352 +25%
FWA
530
FSM Wealth Advisors
Ohio
$433K -$19.1K -75 -4%
KWA
531
Kingswood Wealth Advisors
California
$433K +$454K +1,781 New
SMA
532
Sage Mountain Advisors
Georgia
$431K +$9.94K +39 +2%
NHC
533
Nicholas Hoffman & Company
Georgia
$425K +$4.08K +16 +0.9%
GQG Partners
534
GQG Partners
Florida
$425K -$14.5K -57 -3%
TWM
535
Thryve Wealth Management
Texas
$424K +$445K +1,746 New
MAM
536
MMA Asset Management
Pennsylvania
$421K
CP
537
Canopy Partners
Ohio
$420K -$4.59K -18 -1%
FT
538
Fiduciary Trust
Massachusetts
$420K -$1.78K -7 -0.4%
FOA
539
Five Oceans Advisors
California
$419K
OC
540
Oppenheimer & Co
New York
$417K -$157K -616 -26%
JIC
541
Joel Isaacson & Co
New York
$415K
GA
542
Greenspring Advisors
Maryland
$414K +$434K +1,703 New
AWM
543
Aprio Wealth Management
Georgia
$412K -$148K -579 -29%
HNW
544
High Note Wealth
Minnesota
$410K
RYIA
545
Roehl & Yi Investment Advisors
Oregon
$408K +$4.08K +16 +1%
FDP
546
Financiere des Professionnels
Quebec, Canada
$406K -$228K -896 -35%
GAM
547
Gotham Asset Management
New York
$403K +$201K +787 +90%
CI
548
Corient IA
Florida
$403K -$214K -840 -34%
JAG
549
Journey Advisory Group
Kentucky
$400K -$443K -1,739 -51%
JSW
550
Journey Strategic Wealth
New Jersey
$400K -$174K -681 -29%