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Name Holding Trade Value Shares
Change
Change in
Stake
Cerity Partners
601
Cerity Partners
New York
$305K +$307K +1,501 New
PL
602
Plancorp LLC
Missouri
$304K -$613 -3 -0.2%
AIIMS
603
Analyst IMS Investment Management Services
Israel
$303K
GWM
604
Geneos Wealth Management
Colorado
$302K -$204 -1 -0.1%
FMAEN1
605
Fund Management at Engine No 1
California
$302K +$48.2K +236 +19%
MIG
606
McGuire Investment Group
Rhode Island
$299K
CPIG
607
Chicago Partners Investment Group
Illinois
$299K +$14.5K +71 +5%
FHA
608
First Horizon Advisors
Tennessee
$298K -$803K -3,929 -73%
CA
609
Clearstead Advisors
Ohio
$296K
SWM
610
SeaCrest Wealth Management
New York
$292K +$17.2K +84 +6%
MPPW
611
Mitchell & Pahl Private Wealth
Oklahoma
$291K -$47.2K -231 -14%
PFBT
612
Parkside Financial Bank & Trust
Missouri
$289K -$12.5K -61 -4%
IFG
613
Independent Financial Group
California
$289K +$10.8K +53 +4%
AA
614
Auxano Advisors
Washington
$287K +$82.6K +404 +40%
JCM
615
Jacobi Capital Management
Pennsylvania
$286K -$37.6K -184 -12%
TH
616
TCTC Holdings
Texas
$286K
PIMJS
617
PKO Investment Management Joint-Stock
Poland
$286K +$286K +1,400 New
ACP
618
Aviance Capital Partners
Florida
$282K -$121K -590 -30%
RCS
619
Retirement Capital Strategies
California
$281K
MNBTD
620
Moody National Bank Trust Division
Texas
$280K +$280K +1,372 New
CWP
621
Capital Wealth Planning
Florida
$279K
SG
622
StoneX Group
New York
$278K +$278K +1,362 New
IWP
623
Icon Wealth Partners
Texas
$277K -$65.2K -319 -19%
WJWM
624
Williams Jones Wealth Management
New York
$277K +$52.1K +255 +23%
LS
625
Leelyn Smith
Illinois
$276K -$1.76M -8,620 -86%