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Name Holding Trade Value Shares
Change
Change in
Stake
SP
76
SIH Partners
Delaware
$4.9M
LIA
77
Limestone Investment Advisors
New York
$4.9M
AFG
78
Atomi Financial Group
New York
$4.86M +$528K +8,114 +13%
Northwestern Mutual Wealth Management
79
Northwestern Mutual Wealth Management
Wisconsin
$4.7M +$459K +7,060 +12%
Cetera Investment Advisers
80
Cetera Investment Advisers
Illinois
$4.53M +$1.72M +26,476 +71%
Russell Investments Group
81
Russell Investments Group
United Kingdom
$4.45M +$1.04M +15,930 +34%
SFA
82
Sequoia Financial Advisors
Ohio
$4.36M +$304K +4,673 +8%
PNC Financial Services Group
83
PNC Financial Services Group
Pennsylvania
$4.34M +$393K +6,050 +11%
LNWWM
84
Laird Norton Wetherby Wealth Management
California
$4.26M +$38.9K +599 +1%
OPA
85
Old Port Advisors
Maine
$4.21M -$103K -1,577 -3%
S
86
SignatureFD
Georgia
$4.2M +$8.26K +127 +0.2%
CFO
87
Callan Family Office
Pennsylvania
$4M -$831K -12,775 -18%
CCA
88
Catalyst Capital Advisors
New York
$3.94M -$147K -2,255 -4%
New York State Common Retirement Fund
89
New York State Common Retirement Fund
New York
$3.93M +$3.27M +50,241 +968%
AP
90
Americana Partners
Texas
$3.9M -$4.94K -76 -0.1%
NW
91
NewEdge Wealth
Pennsylvania
$3.89M +$1.9M +29,288 +115%
CG
92
Caprock Group
Idaho
$3.87M +$3.87M +59,569 New
Corient Private Wealth
93
Corient Private Wealth
Florida
$3.84M +$995K +15,310 +39%
Osaic Holdings
94
Osaic Holdings
Arizona
$3.78M +$1.47M +22,651 +70%
Neuberger Berman Group
95
Neuberger Berman Group
New York
$3.78M -$648K -9,970 -16%
JWM
96
Jackson Wealth Management
Florida
$3.56M +$3.26M +50,188 New
YIH
97
Y-Intercept (HK)
Hong Kong
$3.51M +$1.25M +19,176 +63%
TI
98
TrueMark Investments
Illinois
$3.3M -$479K -7,368 -14%
IC
99
IEQ Capital
California
$3.26M +$1.23M +18,871 +70%
OC
100
Oppenheimer & Co
New York
$3.26M -$42K -646 -1%