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Name Holding Trade Value Shares
Change
Change in
Stake
WC
226
Waterloo Capital
Texas
$1.16M +$177K +341 +18%
CL
227
CIM LLC
New York
$1.14M +$21.8K +42 +2%
Creative Planning
228
Creative Planning
Kansas
$1.12M -$92.5K -178 -8%
GWSG
229
GPS Wealth Strategies Group
Colorado
$1.08M +$31.7K +61 +3%
M&T Bank
230
M&T Bank
New York
$1.08M +$12.5K +24 +1%
MCM
231
MAI Capital Management
Ohio
$1.06M +$185K +356 +21%
PIM
232
Penobscot Investment Management
Massachusetts
$1.05M
HighTower Advisors
233
HighTower Advisors
Illinois
$1.05M +$4.16K +8 +0.4%
JCM
234
Jag Capital Management
Missouri
$1.04M
MFG
235
MidWestOne Financial Group
Iowa
$1.04M
TI
236
Tidal Investments
Wisconsin
$1.03M +$125K +240 +14%
CCA
237
Catalyst Capital Advisors
New York
$1.02M -$146K -281 -13%
Bessemer Group
238
Bessemer Group
New Jersey
$1.02M -$4.68K -9 -0.5%
Federated Hermes
239
Federated Hermes
Pennsylvania
$999K -$68.6K -132 -6%
EWA
240
EP Wealth Advisors
California
$951K -$7.11M -13,670 -88%
Pacer Advisors
241
Pacer Advisors
Pennsylvania
$948K -$727K -1,398 -43%
Public Employees Retirement Association of Colorado
242
Public Employees Retirement Association of Colorado
Colorado
$914K -$75.4K -145 -8%
LSV Asset Management
243
LSV Asset Management
Illinois
$873K
BTI
244
Blue Trust Inc
Georgia
$828K +$21.8K +42 +3%
Prudential Financial
245
Prudential Financial
New Jersey
$793K -$1.88M -3,612 -70%
Mercer Global Advisors
246
Mercer Global Advisors
Colorado
$771K +$14.6K +28 +2%
FP
247
Fiduciary Planning
Florida
$771K -$378K -728 -33%
MA
248
MJP Associates
Connecticut
$770K +$771K +1,483 New
RJFSA
249
Raymond James Financial Services Advisors
Florida
$770K -$279K -536 -27%
PP
250
PDT Partners
New York
$758K -$3.16M -6,069 -81%