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Name Holding Trade Value Shares
Change
Change in
Stake
X
226
Xponance
Pennsylvania
$678K -$62.9K -1,229 -8%
CC
227
Centiva Capital
New York
$666K -$869K -16,970 -55%
MWM
228
Modera Wealth Management
New Jersey
$665K +$351K +6,857 +95%
Commonwealth Equity Services
229
Commonwealth Equity Services
Massachusetts
$655K +$14.9K +291 +2%
SAM
230
Storebrand Asset Management
Norway
$650K -$1.74M -33,959 -71%
HPCM
231
Hunter Perkins Capital Management
Illinois
$649K +$704K +13,755 New
US Bancorp
232
US Bancorp
Minnesota
$644K +$7.43K +145 +1%
SG Americas Securities
233
SG Americas Securities
New York
$617K -$349K -6,818 -34%
Corient Private Wealth
234
Corient Private Wealth
Florida
$613K +$233K +4,547 +54%
JC
235
JBGlobal.com
New York
$606K +$267K +5,206 +68%
STA
236
Summit Trail Advisors
New York
$595K +$646K +12,613 New
NYLIM
237
New York Life Investment Management
New York
$564K -$8.6K -168 -1%
1WA
238
180 Wealth Advisors
Washington
$558K +$114K +2,229 +23%
Creative Planning
239
Creative Planning
Kansas
$554K +$44.3K +865 +8%
Twin Tree Management
240
Twin Tree Management
Texas
$552K +$599K +11,706 New
GMF
241
Grace & Mercy Foundation
New York
$543K
Public Employees Retirement Association of Colorado
242
Public Employees Retirement Association of Colorado
Colorado
$542K
DADC
243
D.A. Davidson & Co
Montana
$537K +$79.7K +1,557 +16%
ACA
244
American Capital Advisory
Idaho
$525K -$47.4K -925 -8%
OTL
245
Oak Thistle LLC
New York
$520K +$564K +11,020 New
LCM
246
Landscape Capital Management
New Jersey
$514K -$483K -9,429 -46%
SPA
247
Sherbrooke Park Advisers
New York
$510K +$289K +5,651 +110%
CL
248
CSS LLC
Illinois
$501K +$543K +10,610 New
Pathstone Holdings
249
Pathstone Holdings
New Jersey
$492K -$171K -3,339 -24%
AWA
250
Arkadios Wealth Advisors
Georgia
$482K +$523K +10,212 New