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Name Holding Trade Value Shares
Change
Change in
Stake
HT
626
HighTower Trust
Texas
$405K +$322K +1,515 New
Walleye Trading
627
Walleye Trading
New York
$403K -$5.91M -27,833 -95%
MWM
628
Mission Wealth Management
California
$402K -$8.07K -38 -2%
PMG
629
ProVise Management Group
Florida
$401K – – –
SACTSONJ
630
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$401K – – –
Carson Wealth (CWM LLC)
631
Carson Wealth (CWM LLC)
Nebraska
$399K +$52.7K +248 +20%
FHA
632
First Horizon Advisors
Tennessee
$396K +$4.25K +20 +1%
BP
633
Ballentine Partners
Massachusetts
$395K +$65.2K +307 +26%
AIIMS
634
Analyst IMS Investment Management Services
Israel
$393K – – –
PAS
635
Park Avenue Securities
New York
$393K +$35.3K +166 +13%
MIG
636
McGuire Investment Group
Rhode Island
$391K – – –
CA
637
Clearstead Advisors
Ohio
$388K – – –
CPIA
638
Cornell Pochily Investment Advisors
New York
$387K -$22.9K -108 -7%
MNBTD
639
Moody National Bank Trust Division
Texas
$382K +$12.5K +59 +4%
WJWM
640
Williams Jones Wealth Management
New York
$377K +$11K +52 +4%
TH
641
TCTC Holdings
Texas
$374K – – –
PIMJS
642
PKO Investment Management Joint-Stock
Poland
$374K – – –
JCM
643
Jacobi Capital Management
Pennsylvania
$373K -$1.06K -5 -0.4%
FMAEN1
644
Fund Management at Engine No 1
California
$372K -$18.1K -85 -6%
PFBT
645
Parkside Financial Bank & Trust
Missouri
$372K -$4.67K -22 -2%
ONGA
646
O'Neil Global Advisors
California
$371K +$295K +1,391 New
RCS
647
Retirement Capital Strategies
California
$368K – – –
XT
648
XTX Topco
Cayman Islands
$367K -$243K -1,144 -45%
CGL
649
Clarius Group LLC
Washington
$367K +$54.8K +258 +23%
FCM
650
Fourpath Capital Management
Oklahoma
$366K -$57.8K -272 -17%