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Name Holding Trade Value Shares
Change
Change in
Stake
SFFS
326
Stonehage Fleming Financial Services
Jersey
$229K -$259K -5,000 -50%
CCM
327
Coldstream Capital Management
Washington
$224K -$25.2K -486 -9%
IA
328
IFP Advisors
Florida
$219K – – –
M&T Bank
329
M&T Bank
New York
$219K +$432K +8,337 +157%
KPWS
330
Kestra Private Wealth Services
Texas
$218K +$13.4K +259 +6%
TPCW
331
TD Private Client Wealth
New York
$211K +$86.1K +1,660 +56%
MAM
332
Marketfield Asset Management
New York
$210K – – –
CA
333
Cetera Advisors
Colorado
$208K -$6.07K -117 -3%
AIA
334
Angeles Investment Advisors
California
$206K – – –
ARC
335
Advisor Resource Council
Texas
$206K +$234K +4,511 New
Creative Planning
336
Creative Planning
Kansas
$204K +$5.5K +106 +2%
BCM
337
Brookstone Capital Management
Illinois
$204K +$223K +4,306 New
LWAM
338
Legacy Wealth Asset Management
Minnesota
$203K -$5.34K -103 -2%
EI
339
Ethic Inc
New York
$201K -$59.9K -1,156 -21%
Northwestern Mutual Wealth Management
340
Northwestern Mutual Wealth Management
Wisconsin
$195K -$16.8K -324 -7%
VanEck Associates
341
VanEck Associates
New York
$194K +$18.2K +352 +9%
GWM
342
Geneos Wealth Management
Colorado
$183K -$23K -444 -10%
AAM
343
Advisors Asset Management
Colorado
$172K -$159K -3,071 -45%
Allspring Global Investments
344
Allspring Global Investments
North Carolina
$170K -$875K -16,888 -82%
EI
345
Ellevest Inc
New York
$170K -$54.1K -1,044 -22%
T
346
TOBAM
France
$162K +$71K +1,370 +63%
CI
347
CX Institutional
Indiana
$161K +$183K +3,523 New
ED
348
Exane Derivatives
France
$156K -$176K -3,388 -50%
HCA
349
Harbor Capital Advisors
Illinois
$135K +$22.8K +440 +18%
OIA
350
Optimum Investment Advisors
Illinois
$123K -$51.8K -1,000 -27%