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Name Holding Trade Value Shares
Change
Change in
Stake
CAN
226
Cetera Advisor Networks
California
$290K -$45.9K -629 -15%
AWAU
227
Alliance Wealth Advisors (Utah)
Utah
$287K -$2.12K -29 -0.8%
JWCA
228
J.W. Coons Advisors
Ohio
$284K -$69.7K -955 -21%
RJA
229
Raymond James & Associates
Florida
$283K -$497K -6,803 -66%
AWS
230
Atria Wealth Solutions
New York
$283K -$19.9K -272 -7%
NC
231
NinePointTwo Capital
California
$280K
TC
232
Truvestments Capital
Florida
$269K +$15K +205 +7%
CGH
233
Crossmark Global Holdings
Texas
$267K -$16.4K -224 -6%
Millennium Management
234
Millennium Management
New York
$264K -$14.6M -199,296 -98%
VT
235
Vise Technologies
New York
$258K -$45K -616 -16%
Creative Planning
236
Creative Planning
Kansas
$254K -$15.7K -215 -6%
CNBT
237
Canandaigua National Bank & Trust
New York
$247K -$1.53K -21 -0.7%
PA
238
Profund Advisors
Maryland
$232K +$23.3K +319 +12%
EWM
239
Empirical Wealth Management
Washington
$227K -$7.23K -99 -3%
Mackenzie Financial
240
Mackenzie Financial
Ontario, Canada
$226K
X
241
Xponance
Pennsylvania
$222K +$5.4K +74 +3%
Verition Fund Management
242
Verition Fund Management
Connecticut
$219K +$199K +2,722 New
BCI
243
Brinker Capital Investments
Pennsylvania
$219K -$3.36K -46 -2%
OPS
244
Orion Portfolio Solutions
Nebraska
$219K -$3.36K -46 -2%
BTI
245
Blue Trust Inc
Georgia
$212K +$22.6K +310 +13%
MLICM
246
Metropolitan Life Insurance Company (MetLife)
New York
$209K
CAPTRUST Financial Advisors
247
CAPTRUST Financial Advisors
North Carolina
$208K -$97.3K -1,332 -34%
CIBC Asset Management
248
CIBC Asset Management
Ontario, Canada
$207K +$187K +2,565 New
TI
249
Tidal Investments
Wisconsin
$204K -$206K -2,816 -53%
OWA
250
Outlook Wealth Advisors
Texas
$204K +$185K +2,531 New