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Name Holding Trade Value Shares
Change
Change in
Stake
MSA
476
MUFG Securities Americas
New York
$745K +$20.1K +109 +3%
DMKJ
477
David M. Knott Jr
$733K -$369K -2,000 -33%
CK
478
Cohen Klingenstein
New York
$733K
PA
479
Pinnacle Associates
New York
$733K -$28.7K -156 -4%
TYCC
480
Texas Yale Capital Corp
Florida
$731K
EI
481
Ellevest Inc
New York
$723K -$225K -1,221 -24%
SAM
482
Securian Asset Management
Minnesota
$723K
FMII
483
Farmers & Merchants Investments Inc
Nebraska
$723K
LOAMS
484
Lombard Odier Asset Management (Switzerland)
Switzerland
$715K +$718K +3,899 New
SAI
485
Savvy Advisors Inc
New York
$708K -$70.9K -385 -9%
KRSITF
486
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$705K
AA
487
AlphaCentric Advisors
Puerto Rico
$703K +$38.3K +208 +6%
BMCM
488
Burns Matteson Capital Management
New York
$700K -$18.6K -101 -3%
MYIA
489
Mount Yale Investment Advisors
Colorado
$683K +$686K +3,724 New
WI
490
Wahed Invest
New York
$674K -$31.5K -171 -4%
BG
491
Bellevue Group
Switzerland
$670K +$16.2K +88 +2%
XWL
492
XXI Wealth LLC
Illinois
$669K +$209K +1,136 +45%
SFI
493
Siemens Fonds Invest
Germany
$666K +$20.6K +112 +3%
FFA
494
Farther Finance Advisors
California
$661K +$358K +1,941 +117%
AC
495
Avestar Capital
New York
$661K +$12.7K +69 +2%
DIP
496
Davis Investment Partners
North Carolina
$656K -$146K -794 -18%
CCC
497
Chesapeake Capital Corp
Florida
$650K
EPW
498
Evolve Private Wealth
California
$648K +$65K +353 +11%
IF
499
Ironwood Financial
Arizona
$648K
PPWP
500
Premier Path Wealth Partners
New Jersey
$646K -$407K -2,207 -39%