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Name Holding Trade Value Shares
Change
Change in
Stake
NIM
801
Northeast Investment Management
Massachusetts
$792K – – –
SL
802
Summitry LLC
California
$789K -$22.9K -302 -3%
LFA
803
Legacy Financial Advisors
Kentucky
$789K +$715K +9,441 New
CIA
804
Citadel Investment Advisory
Ohio
$786K – – –
DAM
805
Directional Asset Management
Illinois
$785K +$530 +7 +0.1%
FMI
806
Frec Markets Inc
California
$785K +$284K +3,747 +66%
AUB
807
Atlantic Union Bankshares
Virginia
$785K -$33.7K -445 -5%
FDP
808
Financiere des Professionnels
Quebec, Canada
$784K +$322K +4,256 +83%
Kayne Anderson Rudnick Investment Management
809
Kayne Anderson Rudnick Investment Management
California
$783K – – –
SWP
810
Sagespring Wealth Partners
Tennessee
$781K +$176K +2,328 +33%
ATC
811
Argent Trust Co
Tennessee
$780K +$17K +225 +2%
MPWS
812
McCarter Private Wealth Services
Massachusetts
$779K +$34.7K +459 +5%
AI
813
Atom Investors
Texas
$776K +$703K +9,286 New
MTC
814
McDaniel Terry & Co
Texas
$773K +$227 +3 +0%
CFB
815
Cullen/Frost Bankers
Texas
$771K +$25.4K +336 +4%
DWP
816
Daymark Wealth Partners
Ohio
$769K +$163K +2,148 +30%
BFA
817
Bragg Financial Advisors
North Carolina
$768K -$47.1K -622 -6%
NAMP
818
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$765K +$3.79K +50 +0.5%
FWI
819
Facet Wealth Inc
Maryland
$764K -$141K -1,867 -17%
MAS
820
Meeder Advisory Services
Ohio
$758K -$258K -3,414 -27%
O
821
Ossiam
France
$758K +$686K +9,064 New
SWGC
822
Summit Wealth Group (Colorado)
Colorado
$751K +$680K +8,989 New
PNC
823
Park National Corp
Ohio
$750K -$10.1K -133 -1%
MEAC
824
M.E. Allison & Co
Texas
$749K +$53.9K +712 +9%
TRCT
825
Tower Research Capital (TRC)
New York
$747K -$436K -5,766 -39%