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Name Holding Trade Value Shares
Change
Change in
Stake
KIM
651
Kestra Investment Management
Texas
$353K -$273K -1,218 -44%
WG
652
Winton Group
United Kingdom
$352K +$339K +1,516 New
NB
653
Nicolet Bankshares
Wisconsin
$351K +$338K +1,512 New
VIM
654
VELA Investment Management
Ohio
$350K – – –
BFG
655
Beto Financial Group
Idaho
$347K +$895 +4 +0.3%
PPWP
656
Premier Path Wealth Partners
New Jersey
$345K +$74.1K +331 +29%
FNBOO
657
First National Bank of Omaha
Nebraska
$345K – – –
RG
658
Rathbones Group
United Kingdom
$344K -$5.6K -25 -2%
KCFA
659
Key Client Fiduciary Advisors
New Jersey
$343K – – –
PW
660
PUREfi Wealth
Massachusetts
$343K +$331K +1,479 New
IA
661
IFP Advisors
Florida
$342K -$28.4K -127 -8%
MYIA
662
Mount Yale Investment Advisors
Colorado
$341K +$330K +1,472 New
AIP
663
Ameritas Investment Partners
Nebraska
$340K -$5.6K -25 -2%
JF
664
Joule Financial
Kentucky
$338K -$11K -49 -3%
CA
665
Cambridge Advisors
Nebraska
$336K – – –
MCM
666
Morton Capital Management
California
$336K – – –
BPA
667
Beacon Pointe Advisors
California
$335K -$6.32M -28,237 -95%
WA
668
Waddell & Associates
Tennessee
$333K +$321K +1,436 New
AWA
669
Arkadios Wealth Advisors
Georgia
$332K +$320K +1,431 New
JWCA
670
J.W. Cole Advisors
Florida
$332K -$53.7K -240 -14%
WIA
671
World Investment Advisors
California
$331K -$7.61K -34 -2%
FAL
672
Focused Alpha LLC
Colorado
$330K +$319K +1,423 New
MFS
673
Mirabella Financial Services
United Kingdom
$328K -$287K -1,282 -48%
LOAMU
674
Lombard Odier Asset Management (USA)
New York
$327K +$315K +1,408 New
GWP
675
Gateway Wealth Partners
Wisconsin
$325K +$314K +1,402 New