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Name Holding Trade Value Shares
Change
Change in
Stake
Wedmont Private Capital
501
Wedmont Private Capital
Pennsylvania
$507K -$85.7K -360 -16%
Choreo LLC
502
Choreo LLC
Illinois
$496K +$94K +395 +25%
STRS Ohio
503
STRS Ohio
Ohio
$494K -$714 -3 -0.2%
AlphaCore Capital
504
AlphaCore Capital
California
$493K +$90.4K +380 +24%
Empirical Wealth Management
505
Empirical Wealth Management
Washington
$491K +$471K +1,977 New
AFGAS
506
Allegiance Financial Group Advisory Services
Virginia
$489K -$36.2K -152 -7%
Bank Pictet & Cie (Europe)
507
Bank Pictet & Cie (Europe)
Germany
$489K +$73.3K +308 +19%
FMI
508
Frec Markets Inc
California
$487K +$225K +946 +93%
BFIM
509
Beese Fulmer Investment Management
Ohio
$487K -$11.9K -50 -2%
CPA
510
Capital Performance Advisors
California
$486K -$185K -776 -28%
MAS
511
Meeder Advisory Services
Ohio
$468K +$91.2K +383 +25%
AWA
512
Aaron Wealth Advisors
Illinois
$463K -$82.6K -347 -16%
T. Rowe Price Investment Management
513
T. Rowe Price Investment Management
Maryland
$458K -$165K -692 -27%
Commerce Bank
514
Commerce Bank
Missouri
$453K -$41.9K -176 -9%
CIS
515
Custom Index Systems
New York
$452K +$73.8K +310 +21%
Evergreen Capital Management
516
Evergreen Capital Management
Washington
$451K -$216K -909 -33%
WFI
517
West Family Investments
California
$449K -$22.6K -95 -5%
Federated Hermes
518
Federated Hermes
Pennsylvania
$439K -$31.4K -132 -7%
RIL
519
Rothschild Investment LLC
Illinois
$438K +$201K +843 +92%
EP Wealth Advisors
520
EP Wealth Advisors
California
$433K -$119K -502 -22%
VCM
521
Versant Capital Management
Arizona
$428K +$190K +797 +86%
Winton Group
522
Winton Group
United Kingdom
$424K +$407K +1,709 New
Savant Capital
523
Savant Capital
Illinois
$422K +$143K +602 +55%
VCA
524
Verdence Capital Advisors
Maryland
$422K -$15.5K -65 -4%
BWM
525
Baron Wealth Management
Michigan
$419K +$402K +1,687 New