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Name Holding Trade Value Shares
Change
Change in
Stake
BCM
651
Barrier Capital Management
California
$5.55M -$1.17M -6,900 -20%
AWMT
652
AAFMAA Wealth Management & Trust
North Carolina
$5.53M +$151K +896 +3%
IIM
653
INTECH Investment Management
Florida
$5.52M -$1.26M -7,482 -21%
BJL
654
Brighton Jones LLC
Washington
$5.51M -$201K -1,192 -4%
CIG
655
Consolidated Investment Group
Colorado
$5.51M
IWP
656
Icon Wealth Partners
Texas
$5.47M +$4.63M +27,402 New
KPWS
657
Kestra Private Wealth Services
Texas
$5.47M +$94.1K +557 +2%
SA
658
Strategic Advisors
New York
$5.47M -$86.1K -510 -2%
BCPWM
659
Bradley & Co Private Wealth Management
Florida
$5.47M +$4.11M +24,319 +797%
SWP
660
Stratos Wealth Partners
Ohio
$5.45M -$238K -1,410 -5%
DGAM
661
Desjardins Global Asset Management
Quebec, Canada
$5.44M +$3.76M +22,236 +445%
MPWT
662
MassMutual Private Wealth & Trust
Connecticut
$5.44M +$559K +3,308 +14%
Balyasny Asset Management
663
Balyasny Asset Management
Illinois
$5.42M -$145M -858,502 -97%
WB
664
Webster Bank
Connecticut
$5.42M -$111K -656 -2%
EWM
665
Evercore Wealth Management
New York
$5.41M -$163K -964 -3%
SWA
666
Stratos Wealth Advisors
Ohio
$5.38M -$13.2K -78 -0.3%
GVAG
667
Great Valley Advisor Group
Delaware
$5.38M -$1.03M -6,079 -18%
MCM
668
McRae Capital Management
New Jersey
$5.36M -$9.29K -55 -0.2%
ECM
669
Everence Capital Management
Indiana
$5.33M
PWS
670
Peloton Wealth Strategists
Indiana
$5.33M +$92.1K +545 +2%
JIC
671
Johnson Investment Counsel
Ohio
$5.32M -$1.55M -9,196 -26%
STA
672
Summit Trail Advisors
New York
$5.32M +$523K +3,099 +13%
EF
673
Empirical Finance
Pennsylvania
$5.31M +$261K +1,544 +6%
BZWA
674
Blue Zone Wealth Advisors
California
$5.28M -$2.7K -16 -0.1%
CUAMC
675
China Universal Asset Management Company
China
$5.27M +$929K +5,500 +26%