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Woodward

Name Holding Trade Value Shares
Change
Change in
Stake
ET
276
Equitable Trust
Tennessee
$508K – – –
A
277
Argentarii
Ohio
$481K +$494K +2,891 New
PC
278
Permanens Capital
New York
$478K – – –
BHPW
279
Beverly Hills Private Wealth
California
$476K -$53K -310 -10%
AAS
280
Avantax Advisory Services
Texas
$469K -$113K -663 -19%
N
281
Numerai
California
$468K +$481K +2,814 New
AWS
282
Atria Wealth Solutions
New York
$465K +$478K +2,796 New
ProShare Advisors
283
ProShare Advisors
Maryland
$464K -$412K -2,412 -46%
AI
284
AdvisorShares Investments
Maryland
$464K +$477K +2,790 New
CAM
285
Cresset Asset Management
Illinois
$458K -$12.4M -72,579 -96%
YMRC
286
Yorktown Management & Research Company
Virginia
$458K – – –
I
287
InceptionR
California
$451K +$463K +2,708 New
RT
288
Rockland Trust
Massachusetts
$444K – – –
AWM
289
AE Wealth Management
Kansas
$434K +$67.5K +395 +18%
QWM
290
Quadcap Wealth Management
Texas
$434K +$446K +2,608 New
JF
291
Jump Financial
Illinois
$429K +$440K +2,577 New
Lazard Asset Management
292
Lazard Asset Management
New York
$418K +$228K +1,335 +113%
Marshall Wace
293
Marshall Wace
United Kingdom
$416K +$427K +2,500 New
KBC Group
294
KBC Group
Belgium
$411K +$140K +819 +50%
PCA
295
Pallas Capital Advisors
Massachusetts
$402K +$18.6K +109 +5%
IWM
296
IHT Wealth Management
Illinois
$395K – – –
Focus Partners Wealth
297
Focus Partners Wealth
Massachusetts
$394K +$404K +2,366 New
EWM
298
Evercore Wealth Management
New York
$393K – – –
GCP
299
GSA Capital Partners
United Kingdom
$392K +$403K +2,357 New
GFP
300
Gryphon Financial Partners
Ohio
$389K -$10.3K -60 -3%