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Name Holding Trade Value Shares
Change
Change in
Stake
KWA
626
Kingswood Wealth Advisors
California
$281K -$5.91K -72 -2%
WBC
627
Westpac Banking Corp
Australia
$281K +$55.4K +675 +19%
AA
628
AlphaCentric Advisors
Puerto Rico
$280K +$343K +4,171 New
GIM
629
Granahan Investment Management
Massachusetts
$278K +$97.1K +1,183 +40%
EDRH
630
Edmond de Rothschild Holding
Switzerland
$276K +$163K +1,980 +93%
QPBE
631
Quintet Private Bank (Europe)
Luxembourg
$275K +$258K +3,137 +324%
SB
632
Simmons Bank
Arkansas
$275K +$28.3K +345 +9%
AC
633
Avestar Capital
New York
$273K +$107K +1,308 +47%
VC
634
Veery Capital
Delaware
$268K
SMH
635
Sanders Morris Harris
Texas
$268K
MCC
636
Malaga Cove Capital
California
$266K +$8.21K +100 +3%
CI
637
Cigna Investments
Connecticut
$266K -$7.23K -88 -2%
AFG
638
Atomi Financial Group
New York
$264K +$323K +3,936 New
PS
639
Principal Securities
Iowa
$264K -$345K -4,198 -52%
BBHC
640
Brown Brothers Harriman & Co
New York
$263K -$29K -353 -8%
CIP
641
Capital Insight Partners
Arizona
$257K +$11.8K +144 +4%
LWA
642
Lantern Wealth Advisors
New York
$255K -$41.1K -500 -12%
MIM
643
Marco Investment Management
Georgia
$253K
KWM
644
Koa Wealth Management
California
$253K +$22.2K +270 +8%
OAM
645
Ostrum Asset Management
France
$246K -$105K -1,276 -26%
LSAG
646
Lake Street Advisors Group
New Hampshire
$244K +$21.4K +260 +8%
PIA
647
Perennial Investment Advisors
California
$244K +$39.2K +477 +15%
AGWCA
648
Annis Gardner Whiting Capital Advisors
Florida
$241K +$264K +3,215 +846%
TPA
649
Trivium Point Advisory
Connecticut
$239K -$40.7K -496 -13%
BCI
650
Brinker Capital Investments
Pennsylvania
$238K -$709K -8,634 -71%