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Name Holding Trade Value Shares
Change
Change in
Stake
V
401
Veritable
Delaware
$991K +$61.4K +394 +6%
WAM
402
World Asset Management
Michigan
$982K -$111K -712 -10%
FFG
403
Fortem Financial Group
California
$968K -$6.07K -39 -0.6%
CAM
404
Cypress Asset Management
Texas
$968K
CC
405
Carlson Capital
Texas
$968K +$1.01M +6,500 New
CIBC World Market
406
CIBC World Market
Ontario, Canada
$965K +$609K +3,911 +152%
TI
407
Tidal Investments
Wisconsin
$958K +$116K +742 +13%
ZB
408
Zions Bancorporation
Utah
$929K +$135K +868 +16%
CSS
409
Cubist Systematic Strategies
Connecticut
$898K -$2.31M -14,862 -71%
FAM
410
Formidable Asset Management
Ohio
$881K -$60.6K -389 -6%
NL
411
NVWM LLC
Pennsylvania
$877K +$555K +3,562 +153%
TP
412
Tranquility Partners
Tennessee
$866K +$86.4K +555 +11%
RIM
413
Redpoint Investment Management
Australia
$857K -$136K -873 -13%
HTHT
414
Hemenway Trust Hemenway Trust
New Hampshire
$857K +$373K +2,398 +71%
VCM
415
Virtue Capital Management
Tennessee
$855K -$8.56K -55 -0.9%
KCM
416
Kornitzer Capital Management
Kansas
$849K
PAS
417
Park Avenue Securities
New York
$841K +$73.5K +472 +9%
RWA
418
Ropes Wealth Advisors
Massachusetts
$839K +$4.52K +29 +0.5%
OWM
419
OneAscent Wealth Management
Alabama
$834K +$872K +5,601 New
VanEck Associates
420
VanEck Associates
New York
$830K +$180K +1,155 +26%
SDIC
421
South Dakota Investment Council
South Dakota
$821K -$311K -2,000 -27%
OL
422
Optas LLC
Texas
$815K +$1.25K +8 +0.1%
KeyBank National Association
423
KeyBank National Association
Ohio
$807K +$93.3K +599 +12%
SI
424
Stephens Inc
Arkansas
$805K -$63.5K -408 -7%
BOM
425
Bank of Marin
California
$798K -$115K -738 -12%