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Name Holding Trade Value Shares
Change
Change in
Stake
Kovitz Investment Group Partners
476
Kovitz Investment Group Partners
Illinois
$598K +$57.2K +211 +11%
CPA
477
Capital Performance Advisors
California
$598K -$9.75K -36 -2%
NW
478
Naviter Wealth
Arkansas
$598K -$55.5K -205 -9%
WFI
479
West Family Investments
California
$596K
DLA
480
Douglas Lane & Associates
New York
$589K -$1.03M -3,819 -65%
CA
481
Clearstead Advisors
Ohio
$585K +$408K +1,506 +290%
LCM
482
LVM Capital Management
Michigan
$581K +$545K +2,011 New
GF
483
Gabelli Funds
New York
$578K
BMSSC
484
B. Metzler seel. Sohn & Co
Germany
$577K
P
485
&Partners
Tennessee
$574K +$176K +649 +49%
TF
486
Trek Financial
Arizona
$572K +$537K +1,981 New
FT
487
Fiduciary Trust
Massachusetts
$567K +$1.9K +7 +0.4%
PPW
488
Parcion Private Wealth
Washington
$566K +$63.1K +233 +13%
TCA
489
Transcend Capital Advisors
New Jersey
$565K +$530K +1,955 New
SO
490
STRS Ohio
Ohio
$552K -$2.57M -9,488 -83%
GA
491
GraniteShares Advisors
New York
$552K -$27.4K -101 -5%
MAS
492
Meeder Advisory Services
Ohio
$549K +$1.08K +4 +0.2%
TA
493
Tactive Advisors
Florida
$538K +$505K +1,864 New
FFA
494
Farther Finance Advisors
California
$538K +$229K +847 +83%
CL
495
Choreo LLC
Illinois
$536K +$69.1K +255 +16%
GT
496
Greenleaf Trust
Michigan
$535K -$36.6K -135 -7%
HWM
497
HB Wealth Management
Georgia
$532K +$8.94K +33 +2%
QL
498
Quarry LP
New York
$531K -$186K -685 -27%
LAM
499
Lewis Asset Management
California
$531K -$21.7K -80 -4%
SOW
500
State of Wyoming
Wyoming
$531K +$21.4K +79 +4%