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Name Holding Trade Value Shares
Change
Change in
Stake
CIBC Asset Management
301
CIBC Asset Management
Ontario, Canada
$324K +$1.08K +10 +0.3%
MC
302
Moors & Cabot
Massachusetts
$320K -$75.9K -700 -18%
Veritable
303
Veritable
Delaware
$312K -$50.7K -468 -13%
NFG
304
Nations Financial Group
Iowa
$309K +$325K +3,000 New
GIA
305
Gladstone Institutional Advisory
Florida
$301K +$317K +2,922 New
Squarepoint
306
Squarepoint
New York
$295K +$310K +2,859 New
Creative Planning
307
Creative Planning
Kansas
$291K +$60.2K +555 +24%
LWAM
308
Legacy Wealth Asset Management
Minnesota
$273K -$8.02K -74 -3%
United Capital Financial Advisors
309
United Capital Financial Advisors
Texas
$273K +$287K +2,650 New
Belpointe Asset Management
310
Belpointe Asset Management
Nevada
$265K -$6.5K -60 -2%
Coldstream Capital Management
311
Coldstream Capital Management
Washington
$260K +$273K +2,516 New
Cresset Asset Management
312
Cresset Asset Management
Illinois
$259K -$715K -6,595 -72%
Cambridge Investment Research Advisors
313
Cambridge Investment Research Advisors
Iowa
$231K +$243K +2,241 New
MIAS
314
Mason Investment Advisory Services
Virginia
$229K – – –
BCA
315
Biltmore Capital Advisors
New Jersey
$225K – – –
HKIMG
316
Hutchens & Kramer Investment Management Group
Indiana
$218K +$272K +2,508 New
XTX Topco
317
XTX Topco
Cayman Islands
$217K +$228K +2,104 New
CNC
318
Canandaigua National Corp
New York
$216K -$4.55K -42 -2%
PCP
319
Proficio Capital Partners
Massachusetts
$210K -$3.47K -32 -2%
LA
320
Lindenwold Advisors
Pennsylvania
$207K +$218K +2,010 New
Leonteq Securities AG
321
Leonteq Securities AG
Switzerland
$207K – – –
SKK
322
Shepherd Kaplan Krochuk
Massachusetts
$206K – – –
Vanguard Personalized Indexing Management
323
Vanguard Personalized Indexing Management
California
$206K +$216K +1,996 New
NIMI
324
Natixis Investment Managers International
France
$194K -$14.3K -132 -7%
PVH
325
Psagot Value Holdings
Israel
$170K +$1.08K +10 +0.6%