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Name Holding Trade Value Shares
Change
Change in
Stake
KWM
601
Kingsview Wealth Management
Oregon
$347K -$2.48K -15 -0.7%
KWM
602
Keebeck Wealth Management
Illinois
$347K – – –
SIA
603
SkyView Investment Advisors
New Jersey
$346K -$56.5K -341 -13%
RC
604
RegentAtlantic Capital
New Jersey
$346K +$5.63K +34 +2%
CCP
605
Corient Capital Partners
California
$344K -$39.1K -236 -10%
AA
606
ALPS Advisors
Colorado
$338K -$53.8K -325 -13%
MSFS
607
Main Street Financial Solutions
Pennsylvania
$333K -$40.1K -242 -10%
FMBTD
608
First Midwest Bank Trust Division
Illinois
$332K – – –
SCG
609
Sonata Capital Group
Washington
$332K – – –
VI
610
Vestcor Inc
New Brunswick, Canada
$330K -$48K -290 -12%
FHB
611
First Hawaiian Bank
Hawaii
$330K -$26K -157 -7%
CSPIA
612
Cary Street Partners Investment Advisory
Virginia
$328K -$106K -639 -23%
WT
613
Washington Trust
Rhode Island
$326K +$9.11K +55 +3%
FRM
614
Fox Run Management
Connecticut
$326K +$347K +2,097 New
AW
615
ACG Wealth
Georgia
$325K – – –
FDS
616
Freedom Day Solutions
Texas
$324K +$331 +2 +0.1%
EA
617
Elm Advisors
California
$322K -$33.1K -200 -9%
1WA
618
180 Wealth Advisors
Washington
$322K -$20.9K -126 -6%
S
619
SignatureFD
Georgia
$322K +$34.1K +206 +11%
Rafferty Asset Management
620
Rafferty Asset Management
New York
$316K -$161K -975 -32%
AAP
621
Aristotle Atlantic Partners
Florida
$311K – – –
IF
622
Insight Folios
North Carolina
$309K +$24.5K +148 +8%
Cetera Investment Advisers
623
Cetera Investment Advisers
Illinois
$306K +$12.9K +78 +4%
PA
624
Profund Advisors
Maryland
$303K -$3.31K -20 -1%
SPC
625
Stewart & Patten Company
California
$303K – – –