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Name Holding Trade Value Shares
Change
Change in
Stake
WIA
501
World Investment Advisors
California
$172K +$1.94K +139 +1%
MW
502
MBL Wealth
North Carolina
$171K +$178K +12,741 New
SL
503
Summitry LLC
California
$171K -$469K -33,580 -73%
Wellington Management Group
504
Wellington Management Group
Massachusetts
$171K -$13K -931 -7%
DWM
505
Drive Wealth Management
Utah
$171K +$177K +12,683 New
WPC
506
Wedmont Private Capital
Pennsylvania
$170K +$172K +12,326 New
VA
507
VestGen Advisors
Illinois
$170K +$176K +12,632 New
American Century Companies
508
American Century Companies
Missouri
$170K -$7.24M -518,744 -98%
PA
509
Profund Advisors
Maryland
$169K +$175K +12,551 New
GW
510
Graetz Wealth
Michigan
$168K +$175K +12,513 New
KRSITF
511
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$168K -$782 -56 -0.4%
PA
512
Pinnacle Associates
New York
$168K +$174K +12,455 New
BP
513
Ballentine Partners
Massachusetts
$167K -$133K -9,489 -43%
CK
514
Cohen Klingenstein
New York
$167K – – –
BAM
515
Belpointe Asset Management
Nevada
$165K +$171K +12,231 New
CB
516
Commerce Bank
Missouri
$164K -$41.9K -2,999 -20%
SWA
517
SFMG Wealth Advisors
Texas
$163K -$56.9K -4,076 -25%
ZIM
518
Zacks Investment Management
Illinois
$161K +$22K +1,579 +15%
SIA
519
Soltis Investment Advisors
Utah
$160K +$166K +11,907 New
PFS
520
Prospera Financial Services
Texas
$159K +$165K +11,795 New
CWM
521
Cornerstone Wealth Management
Missouri
$158K -$20.5K -1,471 -11%
BFC
522
Bedel Financial Consulting
Indiana
$157K – – –
NW
523
NewEdge Wealth
Pennsylvania
$157K +$163K +11,687 New
MG
524
Marex Group
$157K +$163K +11,676 New
CPCPP
525
Canada Post Corporation Pension Plan
Canada
$157K – – –