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Name Holding Trade Value Shares
Change
Change in
Stake
KeyBank National Association
551
KeyBank National Association
Ohio
$345K -$6.92K -229 -2%
GWMR
552
GC Wealth Management RIA
Massachusetts
$341K +$288K +9,551 New
SCM
553
Semanteon Capital Management
Massachusetts
$339K +$97.1K +3,215 +51%
WAG
554
Wallace Advisory Group
California
$338K -$40.2K -1,331 -18%
Laird Norton Wetherby Wealth Management
555
Laird Norton Wetherby Wealth Management
California
$337K +$98K +3,243 +52%
Lighthouse Investment Partners
556
Lighthouse Investment Partners
Florida
$335K +$284K +9,394 New
PPW
557
Parcion Private Wealth
Washington
$335K +$283K +9,379 New
ZBNA
558
Zions Bancorporation, National Association
Utah
$329K +$154K +5,100 +124%
Cornerstone Investment Partners
559
Cornerstone Investment Partners
Georgia
$326K +$276K +9,145 New
MAS
560
Meeder Advisory Services
Ohio
$325K +$275K +9,117 New
AE Wealth Management
561
AE Wealth Management
Kansas
$324K +$140K +4,649 +105%
IFU
562
iSAM Funds (UK)
United Kingdom
$324K +$274K +9,070 New
Diversify Wealth Management
563
Diversify Wealth Management
Utah
$323K +$33.8K +1,119 +14%
CX Institutional
564
CX Institutional
Indiana
$323K +$250K +8,279 +1,066%
Blue Trust Inc
565
Blue Trust Inc
Georgia
$320K +$1.24K +41 +0.5%
Sapient Capital
566
Sapient Capital
Indiana
$320K – – –
MUFG Securities EMEA
567
MUFG Securities EMEA
United Kingdom
$319K +$226K +7,470 +511%
Lansforsakringar Fondforvaltning
568
Lansforsakringar Fondforvaltning
Sweden
$316K +$100K +3,323 +60%
SFC
569
SYM Financial Corp
Indiana
$315K +$149K +4,938 +126%
AWA
570
Aaron Wealth Advisors
Illinois
$313K +$265K +8,762 New
Burney Company
571
Burney Company
Virginia
$311K -$6.17M -204,296 -96%
Mission Wealth Management
572
Mission Wealth Management
California
$309K +$7.07K +234 +3%
Quadrant Capital Group
573
Quadrant Capital Group
Ohio
$306K -$335K -11,085 -56%
Lido Advisors
574
Lido Advisors
California
$304K +$48.4K +1,601 +23%
AWM
575
Ariadne Wealth Management
California
$301K +$252K +8,354 New