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Fidelity National Financial

Name Holding Trade Value Shares
Change
Change in
Stake
SteelPeak Wealth
326
SteelPeak Wealth
California
$852K – – –
Raymond James Financial Services Advisors
327
Raymond James Financial Services Advisors
Florida
$852K +$29.8K +684 +4%
Cresset Asset Management
328
Cresset Asset Management
Illinois
$850K +$53.9K +1,238 +8%
Tidal Investments
329
Tidal Investments
Wisconsin
$842K +$719K +16,512 New
Confluence Wealth Services
330
Confluence Wealth Services
Pennsylvania
$842K +$97.8K +2,248 +16%
Teacher Retirement System of Texas
331
Teacher Retirement System of Texas
Texas
$837K -$158K -3,621 -18%
MFA
332
Mayflower Financial Advisors
Massachusetts
$832K +$61.1K +1,403 +9%
Daiwa Securities Group
333
Daiwa Securities Group
Japan
$821K +$26.1K +600 +4%
LTAS
334
Linden Thomas Advisory Services
North Carolina
$819K +$11.8K +271 +2%
INTECH Investment Management
335
INTECH Investment Management
Florida
$815K +$15.5K +357 +2%
Steward Partners Investment Advisory
336
Steward Partners Investment Advisory
New York
$813K +$914 +21 +0.1%
VCM
337
Virtue Capital Management
Tennessee
$808K +$455K +10,452 +172%
Lazard Asset Management
338
Lazard Asset Management
New York
$804K +$288K +6,619 +72%
Cullen/Frost Bankers
339
Cullen/Frost Bankers
Texas
$793K -$44.5K -1,022 -6%
TPA
340
Trivium Point Advisory
Connecticut
$785K +$670K +15,395 New
GFA
341
Gallagher Fiduciary Advisors
Illinois
$785K -$105K -2,423 -14%
CIBC Asset Management
342
CIBC Asset Management
Ontario, Canada
$778K -$55.1K -1,267 -8%
TD Private Client Wealth
343
TD Private Client Wealth
New York
$757K +$4.79K +110 +0.7%
SEI Investments
344
SEI Investments
Pennsylvania
$749K -$171K -3,939 -21%
BRWA
345
B. Riley Wealth Advisors
Florida
$738K -$152K -3,489 -19%
DA
346
Denali Advisors
California
$733K -$193K -4,423 -24%
SWS
347
SYSTM Wealth Solutions
Illinois
$724K -$52.4K -1,203 -8%
Journey Strategic Wealth
348
Journey Strategic Wealth
New Jersey
$719K -$218 -5 -0%
HB Wealth Management
349
HB Wealth Management
Georgia
$708K -$34.8K -799 -5%
PMA
350
Prudent Man Advisors
Illinois
$705K -$34.6K -796 -5%