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UL Solutions

Name Holding Trade Value Shares
Change
Change in
Stake
AWM
251
Axxcess Wealth Management
California
$268K -$40K -498 -13%
X
252
Xponance
Pennsylvania
$258K +$263K +3,270 New
WFA
253
Wellspring Financial Advisors
Ohio
$256K +$260K +3,240 New
AAM
254
Aureus Asset Management
Massachusetts
$246K
Corient Private Wealth
255
Corient Private Wealth
Florida
$244K -$23.4K -292 -9%
SOAM
256
SBI Okasan Asset Management
Japan
$243K +$241K +3,000 New
CFG
257
Capital Financial Group
Colorado
$242K +$247K +3,075 New
ProShare Advisors
258
ProShare Advisors
Maryland
$238K +$242K +3,018 New
SPC
259
Spirepoint Private Client
Florida
$227K +$231K +2,873 New
DP
260
Dearborn Partners
Illinois
$226K -$127K -1,583 -36%
PFG
261
PAX Financial Group
Texas
$224K -$15.4K -192 -6%
SI
262
Stephens Inc
Arkansas
$215K -$53.8K -670 -20%
KAS
263
Kestra Advisory Services
Texas
$213K -$13.4K -167 -6%
BCI
264
Brinker Capital Investments
Pennsylvania
$211K +$215K +2,678 New
B
265
Bellecapital
Switzerland
$210K +$214K +2,660 New
TCM
266
TruNorth Capital Management
Michigan
$205K +$209K +2,604 New
SAG
267
SageView Advisory Group
California
$199K +$203K +2,529 New
CF
268
Centaurus Financial
California
$178K +$12.7K +158 +8%
Osaic Holdings
269
Osaic Holdings
Arizona
$171K -$1.18M -14,664 -87%
EWA
270
EverSource Wealth Advisors
Alabama
$167K -$28.1K -350 -14%
AMI
271
Amica Mutual Insurance
Rhode Island
$167K +$90.9K +1,132 +115%
TFM
272
TFC Financial Management
Massachusetts
$153K
TRCT
273
Tower Research Capital (TRC)
New York
$148K -$788K -9,821 -84%
LWCFA
274
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$145K
KBC Group
275
KBC Group
Belgium
$133K