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Name Holding Trade Value Shares
Change
Change in
Stake
Los Angeles Capital Management
201
Los Angeles Capital Management
California
$238K +$184K +6,544 New
Allspring Global Investments
202
Allspring Global Investments
North Carolina
$237K +$28.3K +1,003 +18%
SWM
203
Spire Wealth Management
Virginia
$235K +$51.6K +1,832 +40%
CIP
204
Cornerstone Investment Partners
Georgia
$233K
EFS
205
Essex Financial Services
Connecticut
$223K +$173K +6,132 New
KWM
206
Kingsview Wealth Management
Oregon
$223K -$22.3K -791 -11%
PA
207
PFG Advisors
Arizona
$218K +$169K +5,985 New
AWS
208
Atria Wealth Solutions
New York
$217K -$131K -4,650 -44%
SWP
209
Stratos Wealth Partners
Ohio
$216K -$47.9K -1,702 -22%
QC
210
QCM Cayman
Texas
$213K +$164K +5,835 New
EH
211
Equitable Holdings
New York
$208K +$161K +5,701 New
CAM
212
Cresset Asset Management
Illinois
$206K +$159K +5,659 New
PWM
213
Prosperity Wealth Management
California
$205K +$158K +5,615 New
CLOS
214
Compagnie Lombard Odier SCmA
Switzerland
$182K +$141K +5,000 New
AIP
215
Ameritas Investment Partners
Nebraska
$177K +$7.58K +269 +6%
OP
216
ORG Partners
Indiana
$173K +$130K +4,614 New
S
217
SignatureFD
Georgia
$142K +$54.2K +1,925 +97%
PNC Financial Services Group
218
PNC Financial Services Group
Pennsylvania
$124K +$6.45K +229 +7%
MLICM
219
Metropolitan Life Insurance Company (MetLife)
New York
$118K
IA
220
IFP Advisors
Florida
$105K -$36.9K -1,311 -31%
Carson Wealth (CWM LLC)
221
Carson Wealth (CWM LLC)
Nebraska
$96K +$12.4K +440 +20%
PIA
222
Perennial Investment Advisors
California
$95K +$73.5K +2,609 New
Fidelity Investments
223
Fidelity Investments
Massachusetts
$89.4K -$29.3K -1,039 -30%
SPIA
224
Steward Partners Investment Advisory
New York
$88.7K -$40.8K -1,447 -37%
BWA
225
BDO Wealth Advisors
Florida
$88.1K