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Name Holding Trade Value Shares
Change
Change in
Stake
Cerity Partners
501
Cerity Partners
New York
$301K -$26.2K -63 -8%
TMAM
502
Tokio Marine Asset Management
Japan
$298K +$10.8K +26 +4%
HSA
503
HBK Sorce Advisory
Pennsylvania
$296K -$299K -718 -50%
JF
504
Jump Financial
Illinois
$296K +$297K +714 New
CT
505
Coastline Trust
Rhode Island
$295K -$723K -1,735 -71%
SS
506
Simplicity Solutions
Minnesota
$292K +$34.6K +83 +13%
GT
507
Greenleaf Trust
Michigan
$292K +$19.2K +46 +7%
UCFA
508
United Capital Financial Advisors
Texas
$289K +$290K +696 New
CAMG
509
CWA Asset Management Group
Florida
$289K +$290K +696 New
BAM
510
Belpointe Asset Management
Nevada
$288K +$17.9K +43 +7%
WJWM
511
Williams Jones Wealth Management
New York
$286K -$1.25K -3 -0.4%
BFG
512
Bleakley Financial Group
New Jersey
$285K -$33.7K -81 -11%
SF
513
Synovus Financial
Georgia
$284K -$383K -920 -57%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
514
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$281K -$28.5M -68,532 -99%
N
515
Natixis
France
$279K -$954K -2,291 -77%
FWIA
516
Fort Washington Investment Advisors
Ohio
$279K – – –
CCA
517
Checchi Capital Advisers
California
$277K +$833 +2 +0.3%
SAM
518
Strategy Asset Managers
California
$275K -$21.2K -51 -7%
BMSSC
519
B. Metzler seel. Sohn & Co
Germany
$273K – – –
PFWA
520
Paces Ferry Wealth Advisors
Georgia
$271K -$6.66K -16 -2%
KAS
521
Kestra Advisory Services
Texas
$270K -$247K -593 -48%
SAM
522
Seelaus Asset Management
New Jersey
$267K -$6.25K -15 -2%
KWM
523
Kolinsky Wealth Management
New Jersey
$262K +$833 +2 +0.3%
CAM
524
Cresset Asset Management
Illinois
$261K +$262K +629 New
GAM
525
Gotham Asset Management
New York
$260K -$201K -483 -44%