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Name Holding Trade Value Shares
Change
Change in
Stake
AB
226
Amalgamated Bank
New York
$822K +$79.6K +1,432 +12%
SO
227
STRS Ohio
Ohio
$820K -$558K -10,044 -43%
EI
228
Ellevest Inc
New York
$817K -$9.67K -174 -1%
Principal Financial Group
229
Principal Financial Group
Iowa
$811K -$96.8K -1,742 -12%
FCH
230
Freestone Capital Holdings
Washington
$808K -$324K -5,825 -31%
GSIAS
231
Garden State Investment Advisory Services
New Jersey
$800K +$730K +13,139 New
LNWTC
232
Laird Norton Wetherby Trust Company
Washington
$775K
ADIM
233
Alpha DNA Investment Management
Maryland
$772K +$104K +1,871 +17%
BAM
234
Belpointe Asset Management
Nevada
$769K -$27K -486 -3%
X
235
Xponance
Pennsylvania
$759K +$179K +3,216 +35%
Rockefeller Capital Management
236
Rockefeller Capital Management
New York
$755K +$689K +12,402 New
IMC Chicago
237
IMC Chicago
Illinois
$752K -$5.4M -97,159 -89%
IWM
238
Integris Wealth Management
California
$750K +$684K +12,310 New
Prudential Financial
239
Prudential Financial
New Jersey
$740K -$1.97M -35,500 -75%
CCA
240
Cravens & Co Advisors
Tennessee
$739K -$12.8K -230 -2%
JFG
241
Jefferies Financial Group
New York
$736K +$322K +5,796 +92%
FF
242
Friedenthal Financial
New Jersey
$735K -$311K -5,588 -32%
M
243
MYeCFO
California
$731K -$14.2K -255 -2%
SFA
244
Sequoia Financial Advisors
Ohio
$719K -$945 -17 -0.1%
Janney Montgomery Scott
245
Janney Montgomery Scott
Pennsylvania
$713K +$56.4K +1,015 +9%
MVA
246
Mount Vernon Associates
Maryland
$706K +$200K +3,600 +45%
BP
247
BBR Partners
New York
$692K
HWM
248
HB Wealth Management
Georgia
$683K +$5.45K +98 +0.9%
ONGA
249
O'Neil Global Advisors
California
$682K -$20.5M -369,202 -97%
PFS
250
Prospera Financial Services
Texas
$682K -$129K -2,325 -17%