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Name Holding Trade Value Shares
Change
Change in
Stake
KB
701
Kimelman & Baird
New York
$999K +$15.5K +100 +2%
RIA
702
Realta Investment Advisors
Delaware
$979K +$153K +983 +19%
IWC
703
Integrated Wealth Concepts
Massachusetts
$976K -$160K -1,030 -14%
TE
704
Tema ETFs
New York
$968K +$90K +580 +11%
VAS
705
Vestmark Advisory Solutions
Massachusetts
$963K -$27.9K -180 -3%
AWM
706
Angeles Wealth Management
California
$961K +$940K +6,061 New
GCM
707
Greenland Capital Management
New York
$961K +$940K +6,060 New
WIA
708
Wealthedge Investment Advisors
New York
$953K +$932K +6,009 New
BEI
709
Benjamin Edwards Inc
Missouri
$953K +$328K +2,115 +54%
AF
710
Ally Financial
Michigan
$952K +$931K +6,000 New
EI
711
Ethic Inc
New York
$944K -$20K -129 -2%
NAMI
712
Nomura Asset Management International
Pennsylvania
$943K +$215K +1,385 +30%
PA
713
Parallel Advisors
California
$940K +$70K +451 +8%
SDIC
714
South Dakota Investment Council
South Dakota
$933K – – –
GT
715
Greenleaf Trust
Michigan
$927K -$36.8K -237 -4%
HCM
716
HMS Capital Management
Tennessee
$916K -$4.34K -28 -0.5%
HNB
717
Huntington National Bank
Ohio
$916K -$5.43K -35 -0.6%
CP
718
Cornerstone Planning
North Carolina
$913K +$15.2K +98 +2%
Aviva
719
Aviva
United Kingdom
$911K – – –
BLC
720
Blue Line Capital
Illinois
$907K +$887K +5,720 New
CIS
721
Custom Index Systems
New York
$897K -$92K -593 -9%
ECM
722
Elgethun Capital Management
South Dakota
$896K +$2.64K +17 +0.3%
NIG
723
NFJ Investment Group
Texas
$894K +$668K +4,305 +324%
KWA
724
Kingswood Wealth Advisors
California
$893K -$14.9K -96 -2%
QI
725
Qtron Investments
Massachusetts
$890K – – –