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Name Holding Trade Value Shares
Change
Change in
Stake
RFC
126
Regions Financial Corp
Alabama
$702K +$597K +87,700 New
Corient Private Wealth
127
Corient Private Wealth
Florida
$701K +$597K +87,674 New
SIA
128
Schechter Investment Advisors
Michigan
$678K +$3.26K +479 +0.6%
PFO
129
Pathstone Family Office
New Jersey
$676K +$61.8K +9,075 +84%
AWM
130
AE Wealth Management
Kansas
$669K -$121K -17,845 -18%
YCM
131
Yousif Capital Management
Michigan
$610K
CAN
132
Cetera Advisor Networks
California
$601K +$185K +27,221 +57%
FA
133
FDx Advisors
Illinois
$589K +$3.02K +444 +0.6%
CAPTRUST Financial Advisors
134
CAPTRUST Financial Advisors
North Carolina
$586K -$2.74K -403 -0.5%
Cerity Partners
135
Cerity Partners
New York
$576K +$51.5K +7,575 +12%
SCA
136
Snowden Capital Advisors
New York
$569K +$9.94K +1,461 +2%
Vanguard Personalized Indexing Management
137
Vanguard Personalized Indexing Management
California
$568K +$68.9K +10,119 +17%
TWP
138
Tempus Wealth Planning
California
$566K -$50K -7,348 -9%
VAS
139
Vestmark Advisory Solutions
Massachusetts
$563K -$10.1K -1,480 -2%
KAS
140
Kestra Advisory Services
Texas
$559K -$4.29K -630 -0.9%
HTC
141
Haverford Trust Company
Pennsylvania
$551K -$287K -42,248 -38%
GHAM
142
Gilman Hill Asset Management
Connecticut
$551K -$7.5K -1,102 -2%
AMG
143
Advisors Management Group
Wisconsin
$543K +$313 +46 +0.1%
MGWM
144
Marks Group Wealth Management
Minnesota
$530K +$86.1K +12,653 +24%
WMSA
145
Weiss Multi-Strategy Advisers
New York
$520K +$442K +65,000 New
BCAM
146
Boston Common Asset Management
Massachusetts
$514K -$844 -124 -0.2%
GT
147
Glenmede Trust
Pennsylvania
$512K -$32.9K -4,834 -7%
DADC
148
D.A. Davidson & Co
Montana
$499K -$217K -31,821 -34%
RJT
149
Raymond James Trust
Florida
$491K -$44.3K -6,509 -10%
MFFIA
150
McIntyre, Freedman & Flynn Investment Advisers
Massachusetts
$484K +$411K +60,440 New