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Name Holding Trade Value Shares
Change
Change in
Stake
GRP
326
Global Retirement Partners
California
$324K +$75K +2,506 +30%
GCM
327
Graham Capital Management
Connecticut
$321K +$326K +10,900 New
LNWWM
328
Laird Norton Wetherby Wealth Management
California
$318K -$3.68K -123 -1%
GC
329
Guggenheim Capital
Illinois
$317K +$42.2K +1,409 +15%
KAS
330
Kestra Advisory Services
Texas
$316K +$8.02K +268 +3%
HFM
331
Harvest Fund Management
China
$315K +$320K +10,688 New
LBC
332
Lowe Brockenbrough & Co
Virginia
$310K
Mitsubishi UFJ Trust & Banking
333
Mitsubishi UFJ Trust & Banking
Japan
$309K -$124K -4,139 -28%
BFO
334
Boston Family Office
Massachusetts
$301K
CWM
335
Congress Wealth Management
Massachusetts
$289K +$294K +9,815 New
CTC
336
Cetera Trust Company
Minnesota
$287K -$8.38K -280 -3%
BCWM
337
Bartlett & Co Wealth Management
Ohio
$286K -$29.9K -1,000 -9%
KBC Group
338
KBC Group
Belgium
$286K +$24.8K +830 +9%
Focus Partners Wealth
339
Focus Partners Wealth
Massachusetts
$286K +$56.3K +1,879 +24%
Lazard Asset Management
340
Lazard Asset Management
New York
$286K +$97K +3,241 +50%
NIA
341
NIA Impact Advisors
California
$286K
Brown Advisory
342
Brown Advisory
Maryland
$279K +$4.58K +153 +2%
S
343
SignatureFD
Georgia
$273K -$23.9K -797 -8%
Corient Private Wealth
344
Corient Private Wealth
Florida
$272K +$20.4K +680 +8%
CICI
345
Capital Investment Counsel Inc
North Carolina
$267K
WI
346
Wahed Invest
New York
$265K +$2.1K +70 +0.8%
PA
347
Probity Advisors
Texas
$254K +$8.11K +271 +3%
RCA
348
Resonant Capital Advisors
Wisconsin
$253K -$1.65K -55 -0.6%
WI
349
Wintrust Investments
Illinois
$243K -$3.2K -107 -1%
PTC
350
Petrus Trust Company
Texas
$239K -$342K -11,436 -59%