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Name Holding Trade Value Shares
Change
Change in
Stake
NA
351
NewEdge Advisors
Louisiana
$767K +$248K +788 +42%
CIBC Asset Management
352
CIBC Asset Management
Ontario, Canada
$764K -$260K -824 -24%
P
353
&Partners
Tennessee
$755K +$554K +1,756 +201%
IAIM
354
International Assets Investment Management
Florida
$753K -$8.83K -28 -1%
MIP
355
Marietta Investment Partners
Wisconsin
$751K
KPWS
356
Kestra Private Wealth Services
Texas
$750K +$106K +336 +15%
BFG
357
Bleakley Financial Group
New Jersey
$750K -$4.57M -14,491 -85%
HKIM
358
Hayek Kallen Investment Management
Alabama
$720K -$63.1K -200 -7%
Brown Advisory
359
Brown Advisory
Maryland
$712K +$781K +2,478 New
WWP
360
WR Wealth Planners
Missouri
$706K +$31.5K +100 +4%
BCV
361
Banque Cantonale Vaudoise
Switzerland
$704K -$28.4K -90 -4%
YMRC
362
Yorktown Management & Research Company
Virginia
$704K
FAIM
363
Financial Advocates Investment Management
Washington
$679K +$15.5K +49 +2%
HCA
364
Harbor Capital Advisors
Illinois
$678K -$174K -552 -19%
LA
365
Legacy Advisors
Pennsylvania
$670K +$736K +2,333 New
1WM
366
1900 Wealth Management
Texas
$669K
Mercer Global Advisors
367
Mercer Global Advisors
Colorado
$665K +$82K +260 +13%
HH
368
Hilltop Holdings
Texas
$662K +$230K +729 +46%
Vanguard Personalized Indexing Management
369
Vanguard Personalized Indexing Management
California
$660K +$72.5K +230 +11%
HAG
370
HighPoint Advisor Group
Illinois
$655K +$145K +460 +18%
AWS
371
Atria Wealth Solutions
New York
$654K +$4.42K +14 +0.6%
PA
372
Pinnacle Associates
New York
$647K
ZB
373
Zions Bancorporation
Utah
$646K +$50.5K +160 +8%
PAG
374
Private Advisor Group
New Jersey
$642K -$15.1K -48 -2%
JFG
375
Jefferies Financial Group
New York
$642K +$486K +1,540 +222%