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Name Holding Trade Value Shares
Change
Change in
Stake
DWT
401
Dorsey & Whitney Trust
South Dakota
$243K +$206K +972 New
SPC
402
Sigma Planning Corp
Michigan
$243K – – –
OSAM
403
O'Shaughnessy Asset Management
Connecticut
$240K -$397K -1,872 -66%
MCA
404
Millennium Capital Advisors
Arkansas
$238K -$5.31K -25 -3%
BWA
405
Brave Warrior Advisors
New York
$238K +$202K +950 New
SBIA
406
Sheaff Brock Investment Advisors
Indiana
$235K – – –
FCI
407
Financial Counselors Inc
Kansas
$234K -$254K -1,194 -56%
CWA
408
CM Wealth Advisors
Ohio
$233K -$1.96M -9,238 -91%
AWS
409
Atria Wealth Solutions
New York
$229K -$4.88K -23 -2%
JSP
410
Jackson Square Partners
California
$228K +$193K +910 New
PGFC
411
Peapack-Gladstone Financial Corp
New Jersey
$222K +$188K +886 New
GA
412
GFS Advisors
Texas
$220K +$186K +878 New
HIC
413
Holderness Investments Company
North Carolina
$219K +$186K +875 New
PCM
414
Parsons Capital Management
Rhode Island
$218K +$185K +870 New
WJWM
415
Williams Jones Wealth Management
New York
$215K -$53.1K -250 -23%
AP
416
Americana Partners
Texas
$215K +$182K +859 New
IHL
417
Investment House LLC
California
$214K +$182K +855 New
AIG
418
American International Group
New York
$211K +$179K +844 New
SMA
419
Sage Mountain Advisors
Georgia
$209K +$177K +834 New
Pzena Investment Management
420
Pzena Investment Management
New York
$207K +$175K +826 New
CG
421
Caprock Group
Idaho
$205K -$73.9K -348 -30%
BWP
422
Bernardo Wealth Planning
Pennsylvania
$201K +$171K +805 New
HIA
423
Harbor Investment Advisory
Maryland
$201K -$1.27K -6 -0.7%
CFGS
424
Concourse Financial Group Securities
Alabama
$198K -$6.16K -29 -4%
SPIA
425
Steward Partners Investment Advisory
New York
$191K +$2.55K +12 +2%