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Name Holding Trade Value Shares
Change
Change in
Stake
WS
276
Wedbush Securities
California
$436K -$195K -3,902 -32%
AIA
277
Avalon Investment & Advisory
Texas
$434K -$23.7K -474 -6%
WTC
278
WhitTier Trust Company
Nevada
$429K
PAS
279
Park Avenue Securities
New York
$429K +$29.4K +588 +8%
FTDI
280
First Trust Direct Indexing
Massachusetts
$423K -$143K -2,865 -27%
AAS
281
Avantax Advisory Services
Texas
$423K +$393K +7,855 New
CLOS
282
Compagnie Lombard Odier SCmA
Switzerland
$422K +$356K +7,118 +976%
PPP
283
Private Portfolio Partners
New Jersey
$414K +$42K +840 +12%
QT
284
Quantbot Technologies
New York
$409K +$380K +7,602 New
CCP
285
Corient Capital Partners
California
$406K +$377K +7,538 New
PHS
286
Pekin Hardy Strauss
Illinois
$404K +$375K +7,499 New
Lazard Asset Management
287
Lazard Asset Management
New York
$403K -$74.2M -1,482,848 -99%
Bank Julius Baer & Co
288
Bank Julius Baer & Co
Switzerland
$400K
SFA
289
Sequoia Financial Advisors
Ohio
$400K +$150K +2,990 +67%
Balyasny Asset Management
290
Balyasny Asset Management
Illinois
$395K +$367K +7,337 New
CM
291
Castleark Management
Illinois
$391K +$163K +3,251 +81%
BAM
292
Belpointe Asset Management
Nevada
$385K -$32K -640 -8%
SCM
293
Shelton Capital Management
Colorado
$380K
FIM
294
Freedom Investment Management
Connecticut
$380K +$353K +7,066 New
GWM
295
GSB Wealth Management
Connecticut
$379K +$80.3K +1,606 +30%
Prudential Financial
296
Prudential Financial
New Jersey
$376K +$18.2K +364 +5%
HCP
297
Hexagon Capital Partners
Arkansas
$366K +$101K +2,023 +42%
CAN
298
Cetera Advisor Networks
California
$364K -$26.8K -536 -7%
TC
299
Touchstone Capital
Pennsylvania
$362K
TPCW
300
TD Private Client Wealth
New York
$359K -$244K -4,877 -42%