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Name Holding Trade Value Shares
Change
Change in
Stake
IAA
251
Independent Advisor Alliance
North Carolina
$283K -$317K -10,121 -53%
C
252
Certuity
Florida
$283K +$58.3K +1,864 +26%
SEC
253
Seven Eight Capital
New York
$282K +$281K +8,970 New
Mitsubishi UFJ Asset Management
254
Mitsubishi UFJ Asset Management
Japan
$280K +$278K +8,885 New
CI Investments Inc
255
CI Investments Inc
Ontario, Canada
$278K -$54.5K -1,742 -16%
JMPWA
256
JP Morgan Private Wealth Advisors
California
$274K +$23.2K +743 +9%
IWC
257
Integrated Wealth Concepts
Massachusetts
$274K +$28.7K +919 +12%
MPM
258
Meritage Portfolio Management
Kansas
$271K +$26.1K +833 +11%
URS
259
Utah Retirement Systems
Utah
$269K – – –
FM
260
Foster & Motley
Ohio
$264K -$10.9K -349 -4%
JWM
261
Jeppson Wealth Management
California
$263K +$262K +8,371 New
Mercer Global Advisors
262
Mercer Global Advisors
Colorado
$257K -$122K -3,914 -32%
AWS
263
Atria Wealth Solutions
New York
$253K +$251K +8,033 New
LBC
264
Lowe Brockenbrough & Co
Virginia
$252K – – –
AP
265
Advisor Partners
California
$250K +$8.1K +259 +3%
KAS
266
Kestra Advisory Services
Texas
$247K -$106K -3,375 -30%
GT
267
Glenmede Trust
Pennsylvania
$246K +$1.38K +44 +0.6%
US Bancorp
268
US Bancorp
Minnesota
$242K -$13K -415 -5%
KTC
269
Kistler-Tiffany Companies
Pennsylvania
$240K +$239K +7,635 New
II
270
Inspire Investing
Idaho
$234K +$1.22K +39 +0.5%
CIBC Asset Management
271
CIBC Asset Management
Ontario, Canada
$232K – – –
WIM
272
Wilen Investment Management
Florida
$229K – – –
1SB
273
1ST Source Bank
Indiana
$227K – – –
TCA
274
Transcend Capital Advisors
New Jersey
$227K +$3.47K +111 +2%
PAM
275
Panagora Asset Management
Massachusetts
$221K – – –