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Name Holding Trade Value Shares
Change
Change in
Stake
WI
451
Wahed Invest
New York
$545K -$29.4K -120 -5%
OIS
452
OneAscent Investment Solutions
Alabama
$544K +$45K +184 +8%
RWM
453
Ritholtz Wealth Management
New York
$531K -$105K -429 -15%
SAI
454
Savvy Advisors Inc
New York
$530K -$197K -805 -25%
GT
455
Glenview Trust
Kentucky
$530K +$186K +760 +46%
First Manhattan
456
First Manhattan
New York
$525K
GWM
457
Gibbs Wealth Management
Georgia
$519K +$338K +1,383 +144%
PFPG
458
Pinnacle Financial Partners (Georgia)
Georgia
$513K -$315K -1,289 -36%
ATC
459
Argent Trust Co
Tennessee
$507K -$48.2K -197 -8%
CIBC World Market
460
CIBC World Market
Ontario, Canada
$507K +$561K +2,293 New
BP
461
Ballentine Partners
Massachusetts
$506K +$232K +950 +71%
GFA
462
Gallagher Fiduciary Advisors
Illinois
$503K +$4.65K +19 +0.8%
William Blair & Company
463
William Blair & Company
Illinois
$498K +$143K +583 +35%
SPWG
464
Sage Private Wealth Group
Illinois
$497K +$79.7K +326 +17%
MCM
465
MAI Capital Management
Ohio
$491K +$193K +788 +55%
AWM
466
Apollon Wealth Management
South Carolina
$489K +$36.2K +148 +7%
WC
467
Waterloo Capital
Texas
$478K -$87.1K -356 -14%
AU
468
AlphaGrep UK
$477K +$247K +1,009 +88%
CAG
469
Crestwood Advisors Group
Massachusetts
$476K -$427K -1,745 -45%
FFO
470
Fiduciary Family Office
Florida
$475K -$582K -2,381 -53%
HP
471
Haven Private
Florida
$474K -$3.42K -14 -0.6%
QCG
472
Quadrant Capital Group
Ohio
$474K -$72.7K -297 -12%
KAS
473
Kestra Advisory Services
Texas
$473K -$18.8K -77 -3%
FFA
474
Frazier Financial Advisors
Ohio
$465K +$978 +4 +0.2%
AGP
475
Aspire Growth Partners
Florida
$464K -$32.8K -134 -6%