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Name Holding Trade Value Shares
Change
Change in
Stake
O
451
Ossiam
France
$486K -$109K -485 -18%
PS
452
Principal Securities
Iowa
$483K -$24.4K -108 -5%
CSPIA
453
Cary Street Partners Investment Advisory
Virginia
$482K +$30.4K +135 +7%
LFAS
454
Level Four Advisory Services
Texas
$477K
BTWM
455
Baker Tilly Wealth Management
Wisconsin
$477K -$28.2K -125 -6%
MFS
456
Mirabella Financial Services
United Kingdom
$476K +$477K +2,116 New
DIA
457
Dana Investment Advisors
Wisconsin
$474K +$56.4K +250 +13%
9WM
458
9258 Wealth Management
Ohio
$472K +$13.1K +58 +3%
OWM
459
OneAscent Wealth Management
Alabama
$465K +$3.61K +16 +0.8%
GT
460
Glenview Trust
Kentucky
$461K +$13.3K +59 +3%
P
461
Pitcairn
Pennsylvania
$456K +$8.8K +39 +2%
VI
462
Vestcor Inc
New Brunswick, Canada
$448K -$3.83K -17 -0.8%
KBFS
463
Kohmann Bosshard Financial Services
Ohio
$443K
ATC
464
Argent Trust Co
Tennessee
$443K +$219K +969 +97%
PWP
465
Phillips Wealth Planners
Mississippi
$441K +$30.2K +134 +6%
LNWWM
466
Laird Norton Wetherby Wealth Management
California
$439K -$32.5K -144 -7%
WI
467
Wahed Invest
New York
$434K +$435K +1,930 New
BRWA
468
B. Riley Wealth Advisors
Florida
$433K +$47.1K +209 +12%
IIM
469
INTECH Investment Management
Florida
$428K -$853K -3,784 -67%
Northwestern Mutual Wealth Management
470
Northwestern Mutual Wealth Management
Wisconsin
$426K -$1.8K -8 -0.4%
WC
471
Waterloo Capital
Texas
$417K +$178K +790 +74%
BFA
472
Beaumont Financial Advisors
Massachusetts
$416K
Capstone Investment Advisors
473
Capstone Investment Advisors
New York
$411K +$370K +1,641 +887%
TIAA Trust, National Association
474
TIAA Trust, National Association
North Carolina
$404K +$54.6K +242 +16%
LSAG
475
Lake Street Advisors Group
New Hampshire
$404K -$6.77K -30 -2%