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Name Holding Trade Value Shares
Change
Change in
Stake
AP
426
Americana Partners
Texas
$321K -$193K -3,415 -39%
DZ Bank
427
DZ Bank
Germany
$318K +$302K +5,341 New
Wealth Enhancement Advisory Services
428
Wealth Enhancement Advisory Services
Minnesota
$315K -$71.6K -1,268 -19%
MWM
429
Moran Wealth Management
Florida
$312K +$296K +5,238 New
IIA
430
IPG Investment Advisors
California
$311K +$295K +5,225 New
WAM
431
Weatherly Asset Management
California
$311K -$79.2K -1,402 -21%
WP
432
Woodline Partners
California
$309K -$7.07M -125,221 -96%
PFS
433
Prospera Financial Services
Texas
$307K -$16.8K -298 -5%
RVPG
434
Relative Value Partners Group
$306K +$960 +17 +0.3%
Allspring Global Investments
435
Allspring Global Investments
North Carolina
$305K -$15.4K -272 -5%
PVM
436
Palogic Value Management
Texas
$303K +$17.7K +313 +7%
DTL
437
Dynamic Technology Lab
Singapore
$302K -$3.88M -68,708 -93%
LFA
438
Legacy Financial Advisors
Kentucky
$302K
OWP
439
Obermeyer Wealth Partners
Colorado
$298K
SPC
440
Sigma Planning Corp
Michigan
$298K +$30.2K +535 +12%
IWC
441
Integrated Wealth Concepts
Massachusetts
$296K -$132K -2,343 -32%
LAI
442
Legal Advantage Investments
California
$296K -$2.82K -50 -1%
CM
443
Capula Management
Cayman Islands
$293K +$278K +4,918 New
BMSSC
444
B. Metzler seel. Sohn & Co
Germany
$290K
FAM
445
Formidable Asset Management
Ohio
$281K +$267K +4,726 New
CW
446
CreativeOne Wealth
Kansas
$280K +$265K +4,700 New
VI
447
Vestcor Inc
New Brunswick, Canada
$275K -$1.86K -33 -0.7%
KWA
448
Kingswood Wealth Advisors
California
$275K -$8.64K -153 -3%
PP
449
Pingora Partners
Wyoming
$274K
Bank of Nova Scotia
450
Bank of Nova Scotia
Ontario, Canada
$274K +$260K +4,597 New