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Name Holding Trade Value Shares
Change
Change in
Stake
MML Investors Services
151
MML Investors Services
Massachusetts
$2.5M +$2.5M +41,900 New
KAS
152
Kestra Advisory Services
Texas
$2.49M +$530K +8,891 +27%
NA
153
NewEdge Advisors
Louisiana
$2.44M +$728K +12,207 +42%
KeyBank National Association
154
KeyBank National Association
Ohio
$2.43M -$17.4K -291 -0.7%
SSA
155
Schonfeld Strategic Advisors
New York
$2.42M +$2.42M +40,500 New
Vanguard Personalized Indexing Management
156
Vanguard Personalized Indexing Management
California
$2.4M +$565K +9,480 +31%
Bessemer Group
157
Bessemer Group
New Jersey
$2.39M +$915K +15,341 +62%
CIC
158
Canal Insurance Company
South Carolina
$2.39M
DADC
159
D.A. Davidson & Co
Montana
$2.39M +$12.8K +214 +0.5%
SIG
160
Stonegate Investment Group
Alabama
$2.37M -$43.5K -729 -2%
FI
161
Fractal Investments
Connecticut
$2.35M
PAM
162
Panagora Asset Management
Massachusetts
$2.28M +$994K +16,663 +77%
PI
163
Putnam Investments
Massachusetts
$2.26M +$990K +16,596 +78%
SC
164
SouthState Corp
Florida
$2.24M +$169K +2,828 +8%
MC
165
Moors & Cabot
Massachusetts
$2.24M +$110K +1,844 +5%
Northwestern Mutual Wealth Management
166
Northwestern Mutual Wealth Management
Wisconsin
$2.15M +$73.7K +1,236 +4%
BL
167
Balentine LLC
Georgia
$2.07M -$9.42K -158 -0.5%
NW
168
NewEdge Wealth
Pennsylvania
$2.06M +$1.12M +18,705 +118%
FT
169
Fiduciary Trust
Massachusetts
$2.06M -$12.3K -206 -0.6%
RIA
170
Recurrent Investment Advisors
Texas
$2.03M +$193K +3,230 +11%
ECM
171
ExodusPoint Capital Management
New York
$2.02M +$1.64M +27,546 +433%
FTDI
172
First Trust Direct Indexing
Massachusetts
$1.99M +$1.85K +31 +0.1%
API
173
Advisor Partners II
California
$1.91M -$234K -3,932 -11%
WA
174
Wambolt & Associates
Colorado
$1.9M +$82.8K +1,388 +5%
NW
175
Naviter Wealth
Arkansas
$1.88M +$164K +2,753 +10%