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Name Holding Trade Value Shares
Change
Change in
Stake
RSWM
226
Robertson Stephens Wealth Management
California
$378K +$180K +5,751 +79%
KAS
227
Kestra Advisory Services
Texas
$377K +$97.6K +3,113 +32%
Fidelity Investments
228
Fidelity Investments
Massachusetts
$371K -$28.7M -915,248 -99%
CGH
229
Crossmark Global Holdings
Texas
$367K -$8.72K -278 -2%
Creative Planning
230
Creative Planning
Kansas
$367K -$224K -7,145 -36%
USAA
231
United Services Automobile Association
Texas
$365K +$36.6K +1,167 +10%
PCIA
232
Prime Capital Investment Advisors
Kansas
$362K +$3.64K +116 +0.9%
MG
233
Marex Group
$353K +$381K +12,164 New
Swedbank
234
Swedbank
Sweden
$340K -$4.37M -139,292 -92%
MC
235
Moors & Cabot
Massachusetts
$328K +$30.6K +975 +9%
VVP
236
Venture Visionary Partners
Ohio
$321K -$763K -24,322 -69%
CG
237
Cutler Group
California
$311K +$271K +8,632 +413%
TAM
238
Tocqueville Asset Management
New York
$304K +$56.4K +1,800 +21%
BMSSC
239
B. Metzler seel. Sohn & Co
Germany
$303K -$138K -4,413 -30%
ESCM
240
Echo Street Capital Management
New York
$295K +$318K +10,138 New
HPC
241
Highland Peak Capital
Connecticut
$291K
MIP
242
Marietta Investment Partners
Wisconsin
$291K
SEC
243
Seven Eight Capital
New York
$287K +$85K +2,711 +38%
BBA
244
Baader Bank Aktiengesellschaft
Germany
$286K +$310K +9,879 New
TCWM
245
Total Clarity Wealth Management
Illinois
$283K +$305K +9,728 New
URS
246
Utah Retirement Systems
Utah
$282K +$3.13K +100 +1%
SCM
247
Shelton Capital Management
Colorado
$281K
ProShare Advisors
248
ProShare Advisors
Maryland
$280K -$24.6K -785 -8%
FCI
249
Financial Counselors Inc
Kansas
$276K
M&T Bank
250
M&T Bank
New York
$272K +$86.8K +2,767 +42%