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Name Holding Trade Value Shares
Change
Change in
Stake
DIP
251
Davis Investment Partners
North Carolina
$856K +$837K +7,023 New
LCM
252
Legato Capital Management
California
$852K +$305K +2,559 +51%
DA
253
Duality Advisers
Florida
$834K +$884K +7,421 New
KWM
254
Kingsview Wealth Management
Oregon
$831K +$880K +7,387 New
Northwestern Mutual Wealth Management
255
Northwestern Mutual Wealth Management
Wisconsin
$818K +$3.1K +26 +0.4%
Vontobel Holding
256
Vontobel Holding
Switzerland
$813K +$85.2K +715 +11%
NAM
257
NorthCrest Asset Manangement
Minnesota
$810K +$119 +1 +0%
GCP
258
GSA Capital Partners
United Kingdom
$801K +$849K +7,120 New
PAMS
259
Pictet Asset Management (Switzerland)
Switzerland
$791K -$103K -867 -11%
Vanguard Personalized Indexing Management
260
Vanguard Personalized Indexing Management
California
$783K +$71.1K +597 +9%
LCGC
261
Legacy Capital Group California
California
$773K +$819K +6,872 New
MFS
262
Mirabella Financial Services
United Kingdom
$769K +$815K +6,841 New
Mercer Global Advisors
263
Mercer Global Advisors
Colorado
$763K -$417K -3,502 -34%
OC
264
Oppenheimer & Co
New York
$757K +$391K +3,280 +95%
OWA
265
Outlook Wealth Advisors
Texas
$756K +$178K +1,493 +29%
GC
266
Guggenheim Capital
Illinois
$751K -$135K -1,129 -14%
Prudential Financial
267
Prudential Financial
New Jersey
$736K -$859K -7,210 -52%
WP
268
WealthPLAN Partners
Nebraska
$732K +$776K +6,512 New
KAS
269
Kestra Advisory Services
Texas
$727K -$131K -1,102 -15%
Bank of Montreal
270
Bank of Montreal
Ontario, Canada
$720K -$419K -3,517 -35%
National Bank of Canada
271
National Bank of Canada
Quebec, Canada
$719K +$180K +1,509 +32%
PNC Financial Services Group
272
PNC Financial Services Group
Pennsylvania
$716K -$38.1K -320 -5%
VI
273
Versor Investments
New York
$713K +$755K +6,339 New
PI
274
Putnam Investments
Massachusetts
$709K -$10.5M -88,381 -93%
BC
275
Bridgefront Capital
Texas
$707K +$749K +6,284 New