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Name Holding Trade Value Shares
Change
Change in
Stake
CT
326
Chicago Trust
Illinois
$297K -$3.92K -45 -1%
ProShare Advisors
327
ProShare Advisors
Maryland
$297K +$5.75K +66 +2%
Mercer Global Advisors
328
Mercer Global Advisors
Colorado
$295K +$39.3K +451 +18%
MSRPS
329
Maryland State Retirement & Pension System
Maryland
$284K
FB
330
Fulton Bank
Pennsylvania
$281K +$248K +2,839 New
SS
331
SBI Securities
Japan
$278K -$15.6K -179 -6%
Vontobel Holding
332
Vontobel Holding
Switzerland
$269K +$12.5K +143 +6%
BHPW
333
Beverly Hills Private Wealth
California
$265K
SI
334
Stonekeep Investments
New Mexico
$264K -$105K -1,203 -31%
BFG
335
Birch Financial Group
New Hampshire
$262K +$4.1K +47 +2%
CWP
336
Curated Wealth Partners
California
$256K +$225K +2,578 New
Rafferty Asset Management
337
Rafferty Asset Management
New York
$251K +$221K +2,535 New
Jones Financial Companies
338
Jones Financial Companies
Missouri
$249K +$81.3K +932 +58%
OSAM
339
O'Shaughnessy Asset Management
Connecticut
$245K +$216K +2,477 New
SCM
340
Shelton Capital Management
Colorado
$243K
AWS
341
Atria Wealth Solutions
New York
$240K +$206K +2,359 New
JIC
342
Johnson Investment Counsel
Ohio
$240K -$26.2K -300 -11%
JSL
343
JT Stratford LLC
Georgia
$238K -$1.37M -15,729 -87%
CAM
344
Claret Asset Management
Quebec, Canada
$235K +$207K +2,369 New
STA
345
Summit Trail Advisors
New York
$234K +$206K +2,358 New
1IA
346
1620 Investment Advisors
Massachusetts
$231K -$1.13K -13 -0.6%
BAM
347
Belpointe Asset Management
Nevada
$227K +$200K +2,292 New
CL
348
Choreo LLC
Illinois
$225K +$198K +2,266 New
Focus Partners Wealth
349
Focus Partners Wealth
Massachusetts
$223K +$196K +2,251 New
EWM
350
Empirical Wealth Management
Washington
$223K +$196K +2,250 New