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Name Holding Trade Value Shares
Change
Change in
Stake
NIMI
1001
Natixis Investment Managers International
France
$154K – – –
GIA
1002
GHP Investment Advisors
Colorado
$154K -$14.5K -108 -10%
TFA
1003
Transamerica Financial Advisors
Florida
$152K -$39.1K -292 -22%
IWA
1004
Icon Wealth Advisors
Texas
$143K +$127K +948 New
CMBA
1005
C.M. Bidwell & Associates
Hawaii
$142K – – –
MSWM
1006
McGlone Suttner Wealth Management
Wisconsin
$138K +$123K +916 New
SWM
1007
Sugarloaf Wealth Management
Georgia
$137K +$6.43K +48 +6%
EPW
1008
Evergreen Private Wealth
Colorado
$136K +$121K +900 New
HBT
1009
Hills Bank & Trust
Iowa
$133K – – –
RIM
1010
Rakuten Investment Management
Japan
$131K +$117K +872 New
TPCW
1011
TD Private Client Wealth
New York
$125K +$3.22K +24 +3%
CUAMC
1012
China Universal Asset Management Company
China
$121K -$95.4K -712 -47%
AA
1013
Alta Advisers
United Kingdom
$121K – – –
CA
1014
Clearstead Advisors
Ohio
$118K +$13.9K +104 +15%
Kayne Anderson Rudnick Investment Management
1015
Kayne Anderson Rudnick Investment Management
California
$115K +$2.68K +20 +3%
CA
1016
Centerpoint Advisors
Massachusetts
$111K -$1.61K -12 -2%
PIM
1017
Plato Investment Management
Australia
$111K +$98.6K +736 New
PB
1018
Pinnacle Bancorp
Nebraska
$108K -$14.5K -108 -13%
WBC
1019
Westpac Banking Corp
Australia
$107K -$817K -6,096 -90%
PWMG
1020
Provence Wealth Management Group
California
$107K – – –
BMC
1021
Bear Mountain Capital
Washington
$103K +$93.8K +700 New
BSC
1022
Brown Shipley & Co
United Kingdom
$102K – – –
BTI
1023
Blue Trust Inc
Georgia
$99K +$55.2K +412 +99%
RL
1024
Rogco LP
Oklahoma
$98.2K – – –
SC
1025
SouthState Corp
Florida
$95.8K – – –