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Name Holding Trade Value Shares
Change
Change in
Stake
Nomura Holdings
601
Nomura Holdings
Japan
$224K +$233K +549 New
PWP
602
Phillips Wealth Planners
Mississippi
$224K -$14K -33 -6%
VIM
603
Vinva Investment Management
Australia
$222K +$39.1K +92 +21%
AWS
604
Atria Wealth Solutions
New York
$222K -$71K -167 -23%
NIM
605
NEOS Investment Management
Connecticut
$216K – – –
TAM
606
Tocqueville Asset Management
New York
$214K – – –
PL
607
Perpetual Ltd
Australia
$213K -$4.25K -10 -2%
BBW
608
Blue Barn Wealth
Utah
$213K +$5.1K +12 +2%
GT
609
Glenview Trust
Kentucky
$212K – – –
BFG
610
Bouchey Financial Group
New York
$210K +$2.13K +5 +1%
SP
611
Symmetry Partners
Connecticut
$209K – – –
BWM
612
Baron Wealth Management
Michigan
$209K – – –
CL
613
Choreo LLC
Illinois
$208K +$215K +505 New
OC
614
Oppenheimer & Co
New York
$206K +$26.8K +63 +14%
AIA
615
Arbor Investment Advisors
North Carolina
$204K – – –
BEC
616
Blue Edge Capital
Virginia
$204K – – –
MC
617
Middleton & Co
Massachusetts
$204K – – –
BRWA
618
B. Riley Wealth Advisors
Florida
$203K -$105K -247 -33%
HW
619
Hancock Whitney
Mississippi
$202K -$12M -28,151 -98%
TFP
620
Tilia Fiduciary Partners
North Carolina
$202K – – –
PTC
621
Private Trust Company
Ohio
$184K +$73.1K +172 +61%
DAM
622
Delta Asset Management
Tennessee
$184K – – –
LFG
623
Larson Financial Group
Missouri
$183K +$20K +47 +12%
CAM
624
Creekmur Asset Management
Illinois
$176K +$183K +430 New
ECM
625
Estabrook Capital Management
New York
$174K – – –