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Name Holding Trade Value Shares
Change
Change in
Stake
GI
276
GAMCO Investors
Connecticut
$830K
STA
277
Summit Trail Advisors
New York
$823K +$54.5K +1,052 +10%
FVCM
278
F&V Capital Management
Florida
$818K +$614K +11,835 New
Cerity Partners
279
Cerity Partners
New York
$816K +$375K +7,241 +159%
MIM
280
MetLife Investment Management
New Jersey
$811K +$367K +7,072 +152%
FDP
281
Financiere des Professionnels
Quebec, Canada
$799K +$599K +11,558 New
SFA
282
Sequoia Financial Advisors
Ohio
$796K -$10.7K -206 -2%
PAG
283
Private Advisor Group
New Jersey
$793K +$307K +5,919 +107%
RA
284
RFG Advisory
Alabama
$793K +$301K +5,807 +102%
BP
285
BBR Partners
New York
$786K
CCA
286
Cravens & Co Advisors
Tennessee
$784K -$13.1K -253 -2%
CPIG
287
Chicago Partners Investment Group
Illinois
$782K -$192K -3,696 -24%
PAP
288
Persistent Asset Partners
Hong Kong
$760K +$570K +10,989 New
AWM
289
Ameliora Wealth Management
Switzerland
$757K +$568K +10,950 New
QCM
290
Qsemble Capital Management
New York
$751K +$564K +10,868 New
CFM
291
Catalyst Funds Management
Australia
$747K -$871K -16,800 -61%
PCMC
292
Paragon Capital Management (Colorado)
Colorado
$745K
WLIM
293
White Lighthouse Investment Management
Massachusetts
$743K +$62.3K +1,202 +13%
Rockefeller Capital Management
294
Rockefeller Capital Management
New York
$734K -$144K -2,785 -21%
AWS
295
Atria Wealth Solutions
New York
$729K +$136K +2,628 +33%
PFS
296
Prospera Financial Services
Texas
$711K -$50.7K -977 -9%
TFA
297
Toth Financial Advisory
Virginia
$705K +$529K +10,200 New
Envestnet Portfolio Solutions
298
Envestnet Portfolio Solutions
Illinois
$703K -$103K -1,991 -16%
OAM
299
OP Asset Management
$654K
AS
300
Altshuler Shaham
Israel
$629K +$119K +2,300 +34%