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Name Holding Trade Value Shares
Change
Change in
Stake
PWG
426
Portside Wealth Group
Utah
$597K -$902 -4 -0.2%
CCA
427
Conestoga Capital Advisors
Pennsylvania
$597K +$3.38K +15 +0.6%
FFA
428
Farther Finance Advisors
California
$592K -$724K -3,211 -55%
WF
429
Welch & Forbes
Massachusetts
$582K
VSQM
430
V-Square Quantitative Management
Illinois
$576K +$89.1K +395 +18%
FFO
431
Fiduciary Family Office
Florida
$559K -$126K -559 -18%
SLAM
432
Swiss Life Asset Management
$546K -$733K -3,251 -57%
SWS
433
SYSTM Wealth Solutions
Illinois
$546K -$42K -186 -7%
DWM
434
Dakota Wealth Management
Florida
$537K -$50.1K -222 -9%
ET
435
Entropy Technologies
New York
$537K -$890K -3,945 -62%
KPWS
436
Kestra Private Wealth Services
Texas
$535K -$6.99K -31 -1%
First Manhattan
437
First Manhattan
New York
$533K
S
438
SignatureFD
Georgia
$531K -$245K -1,086 -31%
RWM
439
Ritholtz Wealth Management
New York
$529K -$2.26K -10 -0.4%
MCM
440
MAI Capital Management
Ohio
$528K -$27.1K -120 -5%
ACM
441
Allred Capital Management
Texas
$527K +$54.6K +242 +12%
NIM
442
NEOS Investment Management
Connecticut
$522K +$206K +915 +65%
WWP
443
WR Wealth Planners
Missouri
$499K +$2.03K +9 +0.4%
Wealthfront Advisers
444
Wealthfront Advisers
California
$498K +$85.9K +381 +21%
Carson Wealth (CWM LLC)
445
Carson Wealth (CWM LLC)
Nebraska
$496K +$39.2K +174 +9%
Public Sector Pension Investment Board (PSP Investments)
446
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$496K
PP
447
PDT Partners
New York
$495K -$113K -501 -19%
KAS
448
Kestra Advisory Services
Texas
$488K +$12.9K +57 +3%
Arrowstreet Capital
449
Arrowstreet Capital
Massachusetts
$488K +$124K +550 +34%
Vontobel Holding
450
Vontobel Holding
Switzerland
$488K