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Name Holding Trade Value Shares
Change
Change in
Stake
VFA
326
Values First Advisors
Tennessee
$497K +$20.1K +230 +4%
LCM
327
Legato Capital Management
California
$489K -$414K -4,728 -42%
AI
328
Atria Investments
North Carolina
$484K +$571K +6,527 New
JWM
329
Jessup Wealth Management
Ohio
$484K -$44.9K -513 -7%
CCM
330
Coldstream Capital Management
Washington
$478K -$9.89K -113 -2%
FP
331
Fiduciary Planning
Florida
$477K
FDCDDQ
332
Federation des caisses Desjardins du Quebec
Quebec, Canada
$473K -$85.5K -977 -13%
M
333
Mirova
France
$459K +$477K +5,452 +740%
WIC
334
Whitegate Investment Counselors
New Hampshire
$452K
PAS
335
Point72 Asia (Singapore)
Singapore
$445K +$526K +6,010 New
MM
336
MQS Management
New York
$445K +$140K +1,602 +36%
WMA
337
Wealth Management Associates
New Jersey
$441K
Marshall Wace
338
Marshall Wace
United Kingdom
$436K -$6.51M -74,370 -93%
RWB
339
RMR Wealth Builders
New Jersey
$427K
ADIM
340
Alpha DNA Investment Management
Maryland
$425K +$44.2K +505 +10%
TPW
341
Transatlantique Private Wealth
New York
$421K -$74.4K -850 -13%
CW
342
CreativeOne Wealth
Kansas
$416K +$97.1K +1,110 +25%
AWS
343
Atria Wealth Solutions
New York
$411K -$15.2K -174 -3%
BPA
344
Beacon Pointe Advisors
California
$411K +$1.05K +12 +0.2%
WorldQuant Millennium Advisors
345
WorldQuant Millennium Advisors
New York
$400K +$472K +5,391 New
Polen Capital Management
346
Polen Capital Management
Florida
$399K -$454K -5,187 -49%
HWAM
347
Hennion & Walsh Asset Management
New Jersey
$396K -$101K -1,150 -18%
SI
348
Stephens Inc
Arkansas
$394K +$6.3K +72 +1%
TCOV
349
Trust Company of Vermont
Vermont
$391K
ProShare Advisors
350
ProShare Advisors
Maryland
$380K -$15K -172 -3%