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Name Holding Trade Value Shares
Change
Change in
Stake
MAMU
801
Myriad Asset Management US
Florida
$237K
NAMI
802
Nomura Asset Management International
Pennsylvania
$236K +$13.9K +124 +6%
CIEC
803
Crédit Industriel et Commercial
France
$236K -$9.98K -89 -4%
WFAG
804
Worth Financial Advisory Group
North Carolina
$235K +$259K +2,308 New
DWA
805
Douglass Winthrop Advisors
New York
$234K +$257K +2,295 New
KWA
806
Kingswood Wealth Advisors
California
$234K -$1.12K -10 -0.4%
CCG
807
Cloverfields Capital Group
Minnesota
$234K
CM
808
CoreCommodity Management
Connecticut
$233K +$257K +2,289 New
CP
809
Castleview Partners
Texas
$233K +$16.4K +146 +7%
RWS
810
Resolute Wealth Strategies
Mississippi
$232K +$12.3K +110 +5%
AGWCA
811
Annis Gardner Whiting Capital Advisors
Florida
$230K -$7.4K -66 -3%
CI
812
Corient IA
Florida
$228K -$417K -3,720 -62%
FFP
813
Freedom Financial Partners
Minnesota
$227K -$33.5K -299 -12%
CWMGO
814
Capstone Wealth Management Group (Oregon)
Oregon
$227K
STA
815
Summit Trail Advisors
New York
$224K +$11.2K +100 +5%
MNBTD
816
Moody National Bank Trust Division
Texas
$222K +$26.3K +235 +12%
BJL
817
Brighton Jones LLC
Washington
$222K +$4.04K +36 +2%
First Manhattan
818
First Manhattan
New York
$222K -$1.34K -12 -0.5%
IFG
819
Independent Financial Group
California
$221K +$8.07K +72 +3%
AI
820
Accredited Investors
Minnesota
$221K +$1.23K +11 +0.5%
GL
821
Gerber LLC
Ohio
$221K
MAS
822
Meeder Advisory Services
Ohio
$220K +$4.6K +41 +2%
DWP
823
Daymark Wealth Partners
Ohio
$220K +$1.23K +11 +0.5%
MWM
824
Meridian Wealth Management
Kentucky
$220K +$242K +2,156 New
VWM
825
Venturi Wealth Management
Texas
$219K -$213K -1,902 -47%