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Name Holding Trade Value Shares
Change
Change in
Stake
Franklin Resources
226
Franklin Resources
California
$385K -$73.9K -1,216 -19%
CF
227
Centaurus Financial
California
$385K – – –
CCIA
228
Campbell & Co Investment Adviser
Maryland
$368K +$302K +4,973 New
DekaBank Deutsche Girozentrale
229
DekaBank Deutsche Girozentrale
Germany
$368K – – –
Lido Advisors
230
Lido Advisors
California
$360K +$84K +1,383 +40%
Schroder Investment Management Group
231
Schroder Investment Management Group
United Kingdom
$357K -$6.33M -104,128 -96%
AWAU
232
Alliance Wealth Advisors (Utah)
Utah
$350K -$59.9K -985 -17%
IB
233
Intrust Bank
Kansas
$348K -$126K -2,074 -31%
AGWCA
234
Annis Gardner Whiting Capital Advisors
Florida
$340K – – –
JFG
235
Jefferies Financial Group
New York
$339K +$19.7K +324 +8%
Federated Hermes
236
Federated Hermes
Pennsylvania
$338K -$8.02K -132 -3%
MGI
237
Miller Global Investments
Texas
$336K – – –
GRP
238
Global Retirement Partners
California
$329K +$270K +4,440 New
BHCM
239
Brevan Howard Capital Management
Jersey
$325K -$1.07M -17,661 -80%
Cerity Partners
240
Cerity Partners
New York
$321K -$296K -4,863 -53%
SAM
241
Securian Asset Management
Minnesota
$320K – – –
PWG
242
Portside Wealth Group
Utah
$310K +$5.47K +90 +2%
HSBC Holdings
243
HSBC Holdings
United Kingdom
$307K -$134K -2,206 -35%
SC
244
Scotia Capital
Ontario, Canada
$305K +$250K +4,118 New
Wealth Enhancement Advisory Services
245
Wealth Enhancement Advisory Services
Minnesota
$301K -$423K -6,965 -64%
GLA
246
Great Lakes Advisors
Illinois
$299K – – –
M&T Bank
247
M&T Bank
New York
$296K -$22.1K -363 -8%
GC
248
Guggenheim Capital
Illinois
$295K -$61 -1 -0%
IAIM
249
International Assets Investment Management
Florida
$292K +$226K +3,713 New
SPW
250
Stillwater Private Wealth
Pennsylvania
$289K +$190K +3,129 New