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Name Holding Trade Value Shares
Change
Change in
Stake
IAIM
576
International Assets Investment Management
Florida
$330K -$257M -959,046 -100%
NB
577
Nicolet Bankshares
Wisconsin
$329K -$63K -235 -15%
WA
578
Waverly Advisors
Alabama
$328K +$345K +1,288 New
PCS
579
Personal CFO Solutions
New Jersey
$326K +$6.97K +26 +2%
CI
580
Cigna Investments
Connecticut
$320K
QWP
581
Quotient Wealth Partners
Texas
$319K -$52.3K -195 -13%
OAM
582
Ostrum Asset Management
France
$316K -$13.9K -52 -4%
VFA
583
Valeo Financial Advisors
Indiana
$314K +$268 +1 +0.1%
WDA
584
Wendell David Associates
New Hampshire
$309K
AIP
585
Ameritas Investment Partners
Nebraska
$308K -$12.1K -45 -4%
TWM
586
Thrive Wealth Management
Pennsylvania
$302K -$7.24K -27 -2%
RC
587
Rovin Capital
Arizona
$302K -$81.7K -305 -20%
KRSITF
588
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$298K +$173K +645 +18%
ECG
589
Edge Capital Group
Georgia
$297K +$1.61K +6 +0.5%
FRA
590
Frank Rimerman Advisors
California
$297K +$37.2K +139 +14%
CCIA
591
Cherry Creek Investment Advisors
Colorado
$297K +$536 +2 +0.2%
UBP
592
Union Bancaire Privee
Switzerland
$296K +$310K +1,158 New
Teacher Retirement System of Texas
593
Teacher Retirement System of Texas
Texas
$295K +$88.7K +331 +40%
WA
594
Wealth Alliance
New York
$292K +$4.82K +18 +2%
MWM
595
Meridian Wealth Management
Kentucky
$286K +$536 +2 +0.2%
ST
596
Sabal Trust
Florida
$283K -$2.41K -9 -0.8%
BWA
597
Burt Wealth Advisors
Maryland
$281K -$54.9K -205 -16%
PNC
598
Park National Corp
Ohio
$280K
TSS
599
Two Sigma Securities
New York
$279K -$220K -820 -43%
TCBWMS
600
Texas Capital Bank Wealth Management Services
Texas
$279K +$8.57K +32 +3%