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Name Holding Trade Value Shares
Change
Change in
Stake
Squarepoint
426
Squarepoint
New York
$588K -$652 -3 -0.1%
OWM
427
OneAscent Wealth Management
Alabama
$583K +$128K +588 +28%
PCIA
428
Prime Capital Investment Advisors
Kansas
$580K -$744K -3,425 -56%
CCA
429
Conestoga Capital Advisors
Pennsylvania
$578K -$5K -23 -0.9%
VSQM
430
V-Square Quantitative Management
Illinois
$578K +$15.2K +70 +3%
MOS
431
MGO One Seven
Ohio
$572K -$115K -531 -17%
JIC
432
Johnson Investment Counsel
Ohio
$570K +$261K +1,200 +86%
PWG
433
Portside Wealth Group
Utah
$569K -$13.9K -64 -2%
FFA
434
Frazier Financial Advisors
Ohio
$554K -$123K -568 -18%
GT
435
Greenleaf Trust
Michigan
$549K -$202K -929 -27%
FFO
436
Fiduciary Family Office
Florida
$546K
MCA
437
Magnolia Capital Advisors
Mississippi
$545K +$539K +2,480 New
FA
438
FDx Advisors
Illinois
$541K -$59.1K -272 -10%
GC
439
Guggenheim Capital
Illinois
$537K -$123K -568 -19%
AWS
440
Atria Wealth Solutions
New York
$534K -$99.3K -457 -16%
OFS
441
OneAscent Financial Services
Alabama
$534K +$187K +859 +55%
LFAS
442
Level Four Advisory Services
Texas
$523K +$46.1K +212 +10%
First Manhattan
443
First Manhattan
New York
$520K
PWP
444
Phillips Wealth Planners
Mississippi
$517K +$40.2K +185 +8%
RWM
445
Ritholtz Wealth Management
New York
$512K -$4.13K -19 -0.8%
MCM
446
MAI Capital Management
Ohio
$510K -$5.65K -26 -1%
Capstone Investment Advisors
447
Capstone Investment Advisors
New York
$506K +$104K +480 +26%
WR
448
WD Rutherford
Oregon
$504K -$96.7K -445 -16%
Carson Wealth (CWM LLC)
449
Carson Wealth (CWM LLC)
Nebraska
$503K +$18.5K +85 +4%
Two Sigma Advisers
450
Two Sigma Advisers
New York
$503K +$497K +2,290 New