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Name Holding Trade Value Shares
Change
Change in
Stake
1WM
426
1900 Wealth Management
Texas
$1.02M
AA
427
ALPS Advisors
Colorado
$1.02M -$23.4M -86,846 -96%
JFG
428
Jefferies Financial Group
New York
$1.01M +$944K +3,500 New
DT
429
Diversified Trust
Tennessee
$1.01M +$331K +1,226 +54%
DA
430
Duality Advisers
Florida
$999K +$933K +3,457 New
CIC
431
Chase Investment Counsel
Virginia
$982K +$455K +1,686 +98%
AGP
432
Autumn Glory Partners
Texas
$976K
AAS
433
Avantax Advisory Services
Texas
$974K +$37.5K +139 +4%
CFA
434
CWS Financial Advisors
Michigan
$959K -$130K -483 -13%
SAM
435
Securian Asset Management
Minnesota
$958K -$103K -382 -10%
SIP
436
Stoneridge Investment Partners
Pennsylvania
$947K
HTC
437
Haverford Trust Company
Pennsylvania
$946K -$15.7K -58 -2%
ISWM
438
Independent Solutions Wealth Management
New York
$942K -$152K -563 -15%
PPC
439
Park Place Capital
Alabama
$938K -$11.9K -44 -1%
IB
440
Intrust Bank
Kansas
$932K +$55.3K +205 +7%
CB
441
Commerce Bank
Missouri
$926K -$25.9K -96 -3%
LSERS
442
Louisiana State Employees Retirement System
Louisiana
$924K -$27K -100 -3%
RIA
443
Richwood Investment Advisors
Ohio
$921K -$21.6K -80 -2%
CA
444
Claro Advisors
Massachusetts
$918K +$13.5K +50 +2%
TWM
445
Trueblood Wealth Management
Ohio
$914K +$854K +3,166 New
FAIM
446
Financial Advocates Investment Management
Washington
$914K +$41.8K +155 +5%
CIP
447
Convergence Investment Partners
Florida
$907K -$32.9K -122 -4%
HIIFS
448
Harel Insurance Investments & Financial Services
Israel
$906K -$1.35M -5,012 -62%
ECM
449
ExodusPoint Capital Management
New York
$902K +$70.4K +261 +9%
OAM
450
Ostrum Asset Management
France
$891K +$3.24K +12 +0.4%