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Name Holding Trade Value Shares
Change
Change in
Stake
SLI
651
Sumitomo Life Insurance
Japan
$1.37M -$69.2K -692 -5%
PVI
652
Pine Valley Investments
New Jersey
$1.37M +$811K +8,107 +217%
TAM
653
Titleist Asset Management
Texas
$1.37M -$99.1K -991 -8%
PCM
654
Penserra Capital Management
California
$1.36M -$435K -4,351 -27%
CWS
655
Confluence Wealth Services
Pennsylvania
$1.35M +$4K +40 +0.3%
EAM
656
Eventide Asset Management
Massachusetts
$1.35M +$68K +680 +6%
WSFS
657
Wilmington Savings Fund Society
Delaware
$1.34M +$32.8K +328 +3%
GAG
658
GM Advisory Group
New York
$1.33M +$153K +1,534 +15%
FPW
659
Fairvoy Private Wealth
Alabama
$1.31M +$1.14M +11,359 New
William Blair Investment Management
660
William Blair Investment Management
Illinois
$1.31M -$79.1M -791,064 -99%
QWM
661
Quadcap Wealth Management
Texas
$1.3M +$10.7K +107 +1%
ACA
662
Aptus Capital Advisors
Alabama
$1.29M +$19.7K +197 +2%
RC
663
Roundview Capital
New Jersey
$1.29M -$49.3K -493 -4%
MSFS
664
Main Street Financial Solutions
Pennsylvania
$1.28M +$148K +1,479 +15%
GAA
665
Guardian Asset Advisors
Pennsylvania
$1.28M +$16K +160 +1%
SWM
666
StoneCrest Wealth Management
Arizona
$1.28M +$1.2K +12 +0.1%
WAG
667
Wallace Advisory Group
California
$1.28M +$3.7K +37 +0.3%
ARG
668
Advisory Resource Group
Oklahoma
$1.26M +$50.2K +502 +5%
DWM
669
Dakota Wealth Management
Florida
$1.25M +$232K +2,316 +27%
LFA
670
Legacy Financial Advisors
Kentucky
$1.24M -$6.4K -64 -0.6%
RWB
671
RMR Wealth Builders
New Jersey
$1.23M +$26.5K +265 +3%
AFM
672
Abbot Financial Management
Massachusetts
$1.23M +$99K +990 +10%
Squarepoint
673
Squarepoint
New York
$1.22M -$13.9M -139,296 -93%
GWMR
674
GC Wealth Management RIA
Massachusetts
$1.22M +$1.05M +10,544 New
CCIA
675
Cherry Creek Investment Advisors
Colorado
$1.21M -$500 -5 -0%