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Name Holding Trade Value Shares
Change
Change in
Stake
YCM
451
Yousif Capital Management
Michigan
$275K -$58.5K -555 -18%
PFO
452
Pathstone Family Office
New Jersey
$274K -$51.5K -488 -16%
DAS
453
Dynamic Advisor Solutions
Arizona
$269K -$3.59K -34 -1%
Carson Wealth (CWM LLC)
454
Carson Wealth (CWM LLC)
Nebraska
$268K +$88.4K +838 +51%
AT
455
American Trust
Kentucky
$265K -$174K -1,650 -40%
HCM
456
Helios Capital Management
Singapore
$265K +$105K +1,000 +69%
VFA
457
Valeo Financial Advisors
Indiana
$264K +$949 +9 +0.4%
FHA
458
First Horizon Advisors
Tennessee
$264K +$258K +2,448 +81,600%
SWMP
459
Signature Wealth Management Partners
New Jersey
$262K +$11.1K +105 +5%
BCI
460
Brinker Capital Investments
Pennsylvania
$261K +$12.7K +120 +5%
DT
461
Diversified Trust
Tennessee
$261K +$255K +2,421 New
EFM
462
E Fund Management
China
$259K +$11.1K +105 +5%
LWM
463
Laidlaw Wealth Management
New York
$258K +$33.3K +316 +15%
Acadian Asset Management
464
Acadian Asset Management
Massachusetts
$257K +$19.2K +182 +8%
PCIA
465
Prime Capital Investment Advisors
Kansas
$255K -$114K -1,084 -31%
BIAS
466
Beacon Investment Advisory Services
New Jersey
$255K -$15.2K -144 -6%
EF
467
Empowered Funds
Pennsylvania
$255K +$250K +2,366 New
SS
468
Simplicity Solutions
Minnesota
$254K -$109K -1,031 -31%
IIA
469
IPG Investment Advisors
California
$254K +$248K +2,348 New
AI
470
Atom Investors
Texas
$254K +$248K +2,350 New
LPIC
471
LeJeune Puetz Investment Counsel
Michigan
$251K +$245K +2,325 New
PA
472
Prism Advisors
California
$250K – – –
CA
473
CoreCap Advisors
Michigan
$248K +$9.49K +90 +4%
PA
474
Parallel Advisors
California
$248K +$35K +332 +17%
FMAEN1
475
Fund Management at Engine No 1
California
$248K +$47.4K +449 +24%