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Name Holding Trade Value Shares
Change
Change in
Stake
Pictet Asset Management
251
Pictet Asset Management
Switzerland
$859K -$97.1K -889 -11%
EWM
252
Elevatus Welath Management
New York
$833K +$754K +6,902 New
Deutsche Bank
253
Deutsche Bank
Germany
$823K +$26.8K +245 +4%
Lazard Asset Management
254
Lazard Asset Management
New York
$810K +$3.5K +32 +0.5%
Stifel Financial
255
Stifel Financial
Missouri
$772K -$8.52K -78 -1%
Cerity Partners
256
Cerity Partners
New York
$767K +$97.7K +894 +16%
Vanguard Personalized Indexing Management
257
Vanguard Personalized Indexing Management
California
$744K +$37.9K +347 +6%
Jones Financial Companies
258
Jones Financial Companies
Missouri
$732K -$15.6K -143 -2%
NA
259
NewEdge Advisors
Louisiana
$732K -$54.4K -498 -8%
SPIA
260
Steward Partners Investment Advisory
New York
$732K +$2.73K +25 +0.4%
X
261
Xponance
Pennsylvania
$720K -$28.1K -257 -4%
LAS
262
Legacy Advisory Services
Pennsylvania
$714K +$7.32K +67 +1%
ET
263
Entropy Technologies
New York
$710K +$643K +5,886 New
SA
264
Sanctuary Advisors
Indiana
$701K -$143K -1,311 -18%
AI
265
AdvisorShares Investments
Maryland
$676K
Northwestern Mutual Wealth Management
266
Northwestern Mutual Wealth Management
Wisconsin
$659K -$220K -2,017 -27%
Federated Hermes
267
Federated Hermes
Pennsylvania
$652K -$75.3K -689 -11%
Public Employees Retirement Association of Colorado
268
Public Employees Retirement Association of Colorado
Colorado
$650K -$54.2K -496 -8%
Bank of Montreal
269
Bank of Montreal
Ontario, Canada
$645K -$518K -4,740 -47%
Capstone Investment Advisors
270
Capstone Investment Advisors
New York
$622K +$563K +5,156 New
BFS
271
Bradley Foster & Sargent
Connecticut
$620K +$190K +1,743 +51%
QC
272
Quent Capital
New York
$609K
FCH
273
Freestone Capital Holdings
Washington
$604K -$204K -1,868 -27%
DT
274
DV Trading
Illinois
$602K +$546K +4,994 New
PFS
275
Prospera Financial Services
Texas
$601K -$2.51K -23 -0.5%