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Name Holding Trade Value Shares
Change
Change in
Stake
BF
301
BOK Financial
Oklahoma
$1.72M +$36.4K +511 +2%
SLAM
302
Swiss Life Asset Management
$1.7M -$358K -5,025 -18%
PAS
303
Park Avenue Securities
New York
$1.69M +$228K +3,201 +17%
DAS
304
Dynamic Advisor Solutions
Arizona
$1.69M -$3.35K -47 -0.2%
Lido Advisors
305
Lido Advisors
California
$1.68M +$147K +2,063 +10%
HP
306
Hartree Partners
New York
$1.67M +$1.57M +22,000 New
WBC
307
Westpac Banking Corp
Australia
$1.65M -$77.3K -1,085 -5%
Pathstone Holdings
308
Pathstone Holdings
New Jersey
$1.65M +$34.4K +482 +2%
PIWA
309
Prevail Innovative Wealth Advisors
Kansas
$1.65M +$780K +10,947 +102%
SCM
310
Schnieders Capital Management
California
$1.63M -$10.7K -150 -0.7%
IWM
311
IHT Wealth Management
Illinois
$1.57M +$8.77K +123 +0.6%
UB
312
UMB Bank
Missouri
$1.57M -$140K -1,966 -9%
Public Employees Retirement Association of Colorado
313
Public Employees Retirement Association of Colorado
Colorado
$1.56M
SA
314
Sanctuary Advisors
Indiana
$1.55M +$212K +2,981 +17%
FAM
315
Fulcrum Asset Management
United Kingdom
$1.52M +$728K +10,218 +104%
CG
316
Caprock Group
Idaho
$1.48M +$1.47M +20,581 New
LP
317
LMR Partners
United Kingdom
$1.48M -$245K -3,444 -15%
MHI
318
Miller Howard Investments
New York
$1.48M +$58.7K +823 +4%
Pacer Advisors
319
Pacer Advisors
Pennsylvania
$1.47M -$1.91M -26,808 -58%
AWC
320
Adamsbrown Wealth Consultants
Kansas
$1.46M -$52K -730 -4%
PAG
321
Private Advisor Group
New Jersey
$1.46M -$10K -141 -0.7%
NA
322
NewEdge Advisors
Louisiana
$1.45M +$325K +4,557 +31%
WSFS
323
Wilmington Savings Fund Society
Delaware
$1.44M -$67.4K -946 -5%
WANY
324
Wealthspire Advisors (New York)
New York
$1.42M -$70.8K -994 -5%
DekaBank Deutsche Girozentrale
325
DekaBank Deutsche Girozentrale
Germany
$1.39M