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Name Holding Trade Value Shares
Change
Change in
Stake
PWM
301
Perigon Wealth Management
California
$575K +$72.3K +1,225 +16%
IP
302
Intellectus Partners
California
$573K +$41.3K +700 +8%
PFO
303
Pathstone Family Office
New Jersey
$573K -$51.5K -872 -9%
FA
304
FDx Advisors
Illinois
$573K +$126K +2,129 +31%
US Bancorp
305
US Bancorp
Minnesota
$569K -$21.4K -363 -4%
X
306
Xponance
Pennsylvania
$569K -$228K -3,857 -30%
MMA
307
Miracle Mile Advisors
California
$562K -$6.91K -117 -1%
FIA
308
Foundations Investment Advisors
Arizona
$552K +$56.7K +960 +12%
MSE
309
MUFG Securities EMEA
United Kingdom
$552K -$426K -7,222 -45%
M&T Bank
310
M&T Bank
New York
$551K +$72.7K +1,232 +17%
CG
311
Cutler Group
California
$548K -$806K -13,656 -61%
AAM
312
Azzad Asset Management
Virginia
$547K -$87.7K -1,486 -15%
Franklin Resources
313
Franklin Resources
California
$538K -$57.7K -978 -10%
GAA
314
Green Alpha Advisors
Colorado
$537K +$32.9K +558 +7%
WP
315
Woodline Partners
California
$531K +$209K +3,537 +74%
AWS
316
Atria Wealth Solutions
New York
$524K +$88.2K +1,495 +22%
EOJOAM
317
E. Ohman J:or Asset Management
Sweden
$522K
CWA
318
Carolina Wealth Advisors
South Carolina
$521K +$32.2K +545 +7%
JRP
319
Jasper Ridge Partners
California
$512K
OHWP
320
Oak Harbor Wealth Partners
North Carolina
$496K +$118K +2,000 +34%
Wellington Management Group
321
Wellington Management Group
Massachusetts
$482K -$4.15M -70,385 -90%
SPM
322
Symmetry Peak Management
Pennsylvania
$477K +$443K +7,500 New
VF
323
Virtu Financial
New York
$471K +$437K +7,399 New
Manulife (Manufacturers Life Insurance)
324
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$461K -$3.31K -56 -0.8%
KAS
325
Kestra Advisory Services
Texas
$459K -$8.09K -137 -2%