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Name Holding Trade Value Shares
Change
Change in
Stake
S
501
SignatureFD
Georgia
$818K -$17.9K -164 -3%
OWA
502
Opal Wealth Advisors
New York
$818K +$64.3K +588 +10%
JIC
503
Joel Isaacson & Co
New York
$817K -$2.63K -24 -0.4%
IAA
504
Independent Advisor Alliance
North Carolina
$810K -$16.6K -152 -2%
CCP
505
Corient Capital Partners
California
$809K +$45.9K +420 +7%
CAC
506
Cowen and Company
New York
$800K +$236K +2,160 +53%
SIA
507
Schechter Investment Advisors
Michigan
$798K -$42.9K -392 -6%
IRF
508
IBM Retirement Fund
New York
$788K -$28K -256 -4%
AWS
509
Atria Wealth Solutions
New York
$788K +$674K +6,160 New
VI
510
Vestcor Inc
New Brunswick, Canada
$784K +$125K +1,140 +23%
MGP
511
Metis Global Partners
California
$784K +$301K +2,752 +81%
CIBC Private Wealth Group
512
CIBC Private Wealth Group
Georgia
$780K -$125K -1,140 -16%
HCM
513
Hodges Capital Management
Texas
$776K -$43.8K -400 -6%
GG
514
Gofen & Glossberg
Illinois
$771K
BCM
515
BlueCrest Capital Management
Jersey
$767K -$58.6K -536 -8%
BHCM
516
Boulder Hill Capital Management
New York
$767K +$656K +6,000 New
VFA
517
Voya Financial Advisors
Connecticut
$746K -$83.6K -764 -12%
Cerity Partners
518
Cerity Partners
New York
$743K -$246K -2,248 -28%
TAM
519
Taurus Asset Management
New York
$742K -$109K -1,000 -15%
SPIA
520
Steward Partners Investment Advisory
New York
$742K +$3.94K +36 +0.6%
HI
521
Horizon Investments
North Carolina
$737K -$660K -6,032 -51%
Lido Advisors
522
Lido Advisors
California
$736K +$58.2K +532 +10%
NIMI
523
Natixis Investment Managers International
France
$733K +$365K +3,336 +139%
AP
524
Advisor Partners
California
$731K +$62.1K +568 +11%
DC
525
Davenport & Co
Virginia
$726K +$15.8K +144 +3%