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Name Holding Trade Value Shares
Change
Change in
Stake
OHWP
401
Oak Harbor Wealth Partners
North Carolina
$744K +$45.6K +195 +7%
O
402
Ossiam
France
$744K +$189K +807 +36%
AWAU
403
Alliance Wealth Advisors (Utah)
Utah
$736K -$294K -1,256 -29%
FFO
404
Fiduciary Family Office
Florida
$727K +$119K +508 +20%
TMAM
405
Tokio Marine Asset Management
Japan
$714K +$36.2K +155 +6%
KRSITF
406
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$708K -$62.4K -267 -8%
SCM
407
Seascape Capital Management
New Hampshire
$707K +$9.35K +40 +1%
William Blair & Company
408
William Blair & Company
Illinois
$698K -$180K -771 -21%
FFA
409
Farther Finance Advisors
California
$696K -$195K -833 -22%
OWM
410
OneAscent Wealth Management
Alabama
$693K +$46.8K +200 +8%
GJWM
411
Gilliland Jeter Wealth Management
Arkansas
$692K -$5.14K -22 -0.8%
Fifth Third Bancorp
412
Fifth Third Bancorp
Ohio
$691K
CIA
413
Compass Ion Advisors
Pennsylvania
$679K +$27.6K +118 +4%
WF
414
Welch & Forbes
Massachusetts
$676K
AWM
415
Apollon Wealth Management
South Carolina
$675K -$34.8K -149 -5%
TW
416
TrinityPoint Wealth
Connecticut
$673K -$2.81K -12 -0.4%
KIA
417
Knollwood Investment Advisory
Maryland
$673K
AAM
418
Advisors Asset Management
Colorado
$666K -$5.85K -25 -0.9%
DT
419
Diversified Trust
Tennessee
$664K -$511K -2,185 -44%
LWM
420
Lakeridge Wealth Management
Ohio
$656K +$1.64K +7 +0.3%
PFG
421
PAX Financial Group
Texas
$656K -$16.1K -69 -2%
NONA
422
Ninety One North America
New York
$652K +$629K +2,690 New
Squarepoint
423
Squarepoint
New York
$644K -$5.14K -22 -0.8%
VSQM
424
V-Square Quantitative Management
Illinois
$644K +$5.61K +24 +0.9%
IB
425
Intrust Bank
Kansas
$644K -$64.1K -274 -9%