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Name Holding Trade Value Shares
Change
Change in
Stake
EWS
476
Evergreen Wealth Solutions
Pennsylvania
$368K +$29.1K +306 +8%
WA
477
Wealth Alliance
New York
$367K +$375K +3,941 New
AIP
478
Ameritas Investment Partners
Nebraska
$358K – – –
RJT
479
Raymond James Trust
Florida
$354K -$10.1K -106 -3%
GA
480
Geller Advisors
New York
$353K -$27.4K -288 -7%
CB
481
Cadence Bank
Mississippi
$351K – – –
SDIC
482
South Dakota Investment Council
South Dakota
$348K – – –
Capstone Investment Advisors
483
Capstone Investment Advisors
New York
$338K -$519K -5,462 -60%
Pacer Advisors
484
Pacer Advisors
Pennsylvania
$337K -$9.68M -101,826 -97%
BP
485
Ballentine Partners
Massachusetts
$337K +$69.2K +728 +25%
William Blair & Company
486
William Blair & Company
Illinois
$337K +$42.6K +448 +14%
LPT
487
Legacy Private Trust
Wisconsin
$335K -$55K -579 -14%
ECG
488
Edge Capital Group
Georgia
$332K +$339K +3,566 New
SC
489
Steph & Co
Wisconsin
$331K -$1.43K -15 -0.4%
FA
490
Fiducient Advisors
Illinois
$328K +$335K +3,525 New
WI
491
Wahed Invest
New York
$328K +$39.4K +414 +13%
P
492
Pitcairn
Pennsylvania
$325K +$16.1K +169 +5%
TI
493
Tidal Investments
Wisconsin
$323K +$14.4K +152 +5%
WSCM
494
Wellington Shields Capital Management
New York
$319K -$152K -1,600 -32%
BHCM
495
Brevan Howard Capital Management
Jersey
$318K – – –
BRWA
496
B. Riley Wealth Advisors
Florida
$316K -$27.2K -286 -8%
ACIM
497
Azimuth Capital Investment Management
Michigan
$316K -$23.8K -250 -7%
OWM
498
OneAscent Wealth Management
Alabama
$314K -$47.8K -503 -13%
MAS
499
Meeder Advisory Services
Ohio
$313K +$320K +3,364 New
CI
500
Cigna Investments
Connecticut
$312K – – –