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Name Holding Trade Value Shares
Change
Change in
Stake
NA
401
NewEdge Advisors
Louisiana
$494K -$105K -936 -17%
SPA
402
Sherbrooke Park Advisers
New York
$490K +$247K +2,200 +88%
PMA
403
Prudent Man Advisors
Illinois
$489K -$3.26K -29 -0.6%
MC
404
Moors & Cabot
Massachusetts
$483K -$28.6K -254 -5%
CW
405
CreativeOne Wealth
Kansas
$483K +$53.4K +475 +11%
HT
406
Heritage Trust
Oklahoma
$478K +$515K +4,583 New
KRSITF
407
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$468K +$787 +7 +0.2%
Grantham, Mayo, Van Otterloo & Co (GMO)
408
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$465K +$164K +1,455 +49%
DC
409
Davenport & Co
Virginia
$465K +$19.8K +176 +4%
CFB
410
Cullen/Frost Bankers
Texas
$458K -$262K -2,335 -35%
BHWM
411
Bar Harbor Wealth Management
New Hampshire
$452K
FNA
412
First National Advisers
Nebraska
$447K +$6.29K +56 +1%
QP
413
Quilter Plc
United Kingdom
$447K +$50.6K +450 New
PAG
414
Private Advisor Group
New Jersey
$436K -$41.6K -370 -8%
CANY
415
Caxton Associates (New York)
New York
$429K +$462K +4,109 New
EF
416
Empirical Finance
Pennsylvania
$417K +$50K +445 +13%
WP
417
WealthPLAN Partners
Nebraska
$416K -$647K -5,759 -59%
SGI
418
Summit Global Investments
Utah
$412K +$185K +1,645 +71%
BWM
419
BlackDiamond Wealth Management
New York
$412K +$18.3K +163 +4%
NMIMC
420
Northwestern Mutual Investment Management Company
Wisconsin
$412K -$1.8K -16 -0.4%
LWAM
421
Legacy Wealth Asset Management
Minnesota
$408K +$50.9K +453 +13%
AWM
422
AE Wealth Management
Kansas
$408K -$2.89M -25,667 -87%
MFS
423
Mirabella Financial Services
United Kingdom
$406K +$438K +3,895 New
AWS
424
Atria Wealth Solutions
New York
$406K +$155K +1,380 +56%
API
425
Advisor Partners II
California
$405K +$22.6K +201 +5%