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Name Holding Trade Value Shares
Change
Change in
Stake
KPWS
576
Kestra Private Wealth Services
Texas
$256K -$6.81K -56 -2%
FMAEN1
577
Fund Management at Engine No 1
California
$256K +$45.2K +372 +19%
PGFC
578
Peapack-Gladstone Financial Corp
New Jersey
$255K -$3.04K -25 -1%
FFM
579
Forum Financial Management
Illinois
$255K +$36.2K +298 +15%
Carson Wealth (CWM LLC)
580
Carson Wealth (CWM LLC)
Nebraska
$254K +$136K +1,117 +94%
SCA
581
Snowden Capital Advisors
New York
$251K +$32.7K +269 +13%
JC
582
JB Capital
Connecticut
$248K +$6.68K +55 +2%
CGL
583
Clarius Group LLC
Washington
$247K +$19.2K +158 +8%
NA
584
NewEdge Advisors
Louisiana
$247K +$273K +2,244 New
CW
585
CreativeOne Wealth
Kansas
$246K -$71.6K -589 -21%
CWM
586
Congress Wealth Management
Massachusetts
$243K -$28.2K -232 -10%
SIA
587
Strategic Investment Advisors
Michigan
$242K +$268K +2,203 New
WT
588
Washington Trust
Rhode Island
$240K -$4.38K -36 -2%
TAIM
589
TD Ameritrade Investment Management
Nebraska
$237K -$57.1K -470 -18%
KPW
590
Kore Private Wealth
New York
$236K -$2.07K -17 -0.8%
IWC
591
Integrated Wealth Concepts
Massachusetts
$235K -$22.5K -185 -8%
B
592
Barings
North Carolina
$234K -$20.1K -165 -7%
NICM
593
Neo Ivy Capital Management
New York
$232K +$257K +2,114 New
1WA
594
180 Wealth Advisors
Washington
$230K -$8.51K -70 -3%
WH
595
Willner & Heller
California
$227K +$972 +8 +0.4%
WTC
596
WhitTier Trust Company
Nevada
$225K -$4.01K -33 -2%
WT
597
Whittier Trust
California
$225K -$2.19K -18 -0.9%
BS
598
Boenning & Scattergood
Pennsylvania
$225K
BCV
599
Banque Cantonale Vaudoise
Switzerland
$224K
PA
600
Profund Advisors
Maryland
$223K -$75.8K -624 -24%