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Name Holding Trade Value Shares
Change
Change in
Stake
MCM
226
MAI Capital Management
Ohio
$944K -$92.5K -1,268 -9%
Creative Planning
227
Creative Planning
Kansas
$933K -$33.8K -463 -3%
Ameriprise
228
Ameriprise
Minnesota
$910K +$17.9K +245 +2%
DWM
229
Dakota Wealth Management
Florida
$893K +$505K +6,923 +117%
EDRH
230
Edmond de Rothschild Holding
Switzerland
$884K +$445K +6,105 +92%
SA
231
swisspartners Advisors
Switzerland
$868K
MOS
232
MGO One Seven
Ohio
$852K -$9.19K -126 -1%
MCM
233
McKinley Capital Management
Alaska
$839K -$20.4K -279 -2%
DA
234
Duality Advisers
Florida
$833K +$869K +11,912 New
RJT
235
Raymond James Trust
Florida
$824K
TPCW
236
TD Private Client Wealth
New York
$823K +$3.72K +51 +0.4%
RJFSA
237
Raymond James Financial Services Advisors
Florida
$803K -$119K -1,631 -12%
SIS
238
Susquehanna International Securities
Ireland
$787K +$345K +4,723 +72%
ECM
239
ExodusPoint Capital Management
New York
$784K +$818K +11,212 New
CFGS
240
Concourse Financial Group Securities
Alabama
$773K -$184K -2,524 -19%
DLA
241
Douglas Lane & Associates
New York
$757K -$60.2K -825 -7%
MCM
242
Mengis Capital Management
Oregon
$755K -$12.2K -167 -2%
Carson Wealth (CWM LLC)
243
Carson Wealth (CWM LLC)
Nebraska
$750K -$166K -2,275 -17%
EVM
244
Evelyn V. Moreno
$735K +$768K +10,521 New
State Street
245
State Street
Massachusetts
$734K -$20M -274,693 -96%
IIM
246
Ipswich Investment Management
Massachusetts
$734K -$24.9K -341 -3%
Baird Financial Group
247
Baird Financial Group
Wisconsin
$717K -$159K -2,185 -18%
BRWA
248
B. Riley Wealth Advisors
Florida
$711K +$29.1K +399 +4%
Credit Agricole
249
Credit Agricole
France
$710K -$382K -5,233 -34%
FAIM
250
Financial Advocates Investment Management
Washington
$708K +$741K +10,155 New