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Name Holding Trade Value Shares
Change
Change in
Stake
HIS
426
Harvest Investment Services
Illinois
$1.19M +$437K +5,220 +60%
KIA
427
Knollwood Investment Advisory
Maryland
$1.18M +$1.15M +13,694 New
QI
428
Qtron Investments
Massachusetts
$1.17M -$523K -6,251 -31%
SPC
429
Sigma Planning Corp
Michigan
$1.16M -$151K -1,806 -12%
IIC
430
Integrated Investment Consultants
Michigan
$1.16M
HIM
431
Hanlon Investment Management
New Jersey
$1.15M +$1.12M +13,423 New
FEM
432
Fulcrum Equity Management
Texas
$1.13M -$41K -490 -4%
AAM
433
Advisors Asset Management
Colorado
$1.13M +$198K +2,364 +22%
XT
434
XTX Topco
Cayman Islands
$1.11M -$1.13M -13,461 -51%
PL
435
Polianta Ltd
Jersey
$1.1M +$1.07M +12,800 New
KCM
436
Kendall Capital Management
Maryland
$1.1M -$105K -1,260 -9%
Rockefeller Capital Management
437
Rockefeller Capital Management
New York
$1.1M +$1.07M +12,747 New
PSP
438
Principal Street Partners
Tennessee
$1.09M -$251K -3,002 -19%
BAM
439
Belpointe Asset Management
Nevada
$1.08M -$146K -1,746 -12%
TWC
440
TD Waterhouse Canada
Ontario, Canada
$1.06M +$143K +1,711 +16%
DIA
441
Dana Investment Advisors
Wisconsin
$1.06M
WLG
442
Williamson Legacy Group
Indiana
$1.05M -$824K -9,848 -45%
MG
443
Marex Group
$1.05M +$1.02M +12,183 New
GT
444
Glenmede Trust
Pennsylvania
$1.01M -$1.52M -18,118 -61%
MAM
445
Meeder Asset Management
Ohio
$990K +$963K +11,510 New
IAA
446
Independent Advisor Alliance
North Carolina
$989K +$962K +11,501 New
KPF
447
K2 Principal Fund
Ontario, Canada
$985K -$2.42M -28,901 -72%
FFM
448
Forum Financial Management
Illinois
$984K +$4.18K +50 +0.4%
NP
449
Ninepoint Partners
Ontario, Canada
$982K -$567K -6,780 -37%
FSA
450
Fort Sheridan Advisors
Illinois
$973K -$866K -10,346 -48%