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Name Holding Trade Value Shares
Change
Change in
Stake
AWS
451
Atria Wealth Solutions
New York
$245K -$214K -4,788 -49%
PMA
452
Prudent Man Advisors
Illinois
$245K -$1.97K -44 -0.9%
LFAS
453
Level Four Advisory Services
Texas
$237K +$213K +4,760 New
CW
454
CreativeOne Wealth
Kansas
$237K -$13.1K -293 -6%
WIM
455
Warwick Investment Management
Texas
$234K +$211K +4,705 New
WOC
456
West Oak Capital
California
$234K -$17K -380 -7%
OA
457
Oracle Alpha
Ontario, Canada
$233K +$209K +4,665 New
IAIM
458
International Assets Investment Management
Florida
$232K +$208K +4,652 New
Federated Hermes
459
Federated Hermes
Pennsylvania
$229K +$127K +2,840 +161%
OIA
460
OneDigital Investment Advisors
Kansas
$227K +$204K +4,560 New
PCS
461
Personal CFO Solutions
New Jersey
$225K +$202K +4,518 New
SFI
462
Siemens Fonds Invest
Germany
$225K +$202K +4,517 New
DILIC
463
Dai-ichi Life Insurance Company
Japan
$225K +$203K +4,524 New
CGL
464
Clarius Group LLC
Washington
$223K -$17.9K -399 -8%
AIP
465
Ameritas Investment Partners
Nebraska
$223K -$12.3K -274 -6%
DADC
466
D.A. Davidson & Co
Montana
$220K +$197K +4,407 New
GWAG
467
Garrett Wealth Advisory Group
Texas
$219K -$45.6K -1,018 -19%
Vontobel Holding
468
Vontobel Holding
Switzerland
$219K +$197K +4,391 New
LWM
469
Laidlaw Wealth Management
New York
$216K +$194K +4,342 New
EF
470
Empowered Funds
Pennsylvania
$215K +$193K +4,306 New
CI
471
Cigna Investments
Connecticut
$214K +$192K +4,286 New
MFG
472
Merit Financial Group
Georgia
$213K +$192K +4,278 New
ISL
473
Ingalls & Snyder LLC
New York
$211K +$190K +4,241 New
GI
474
GAMMA Investing
California
$210K +$203K +4,525 New
PS
475
Principal Securities
Iowa
$208K +$187K +4,164 New