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Icahn Enterprises

Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
76
Envestnet Asset Management
Illinois
$405K +$161K +3,036 +63%
WPC
77
Wedmont Private Capital
Pennsylvania
$401K -$6.03K -114 -1%
EAM
78
Evanson Asset Management
California
$398K
AWS
79
Atria Wealth Solutions
New York
$373K +$367K +6,938 New
HA
80
Herold Advisors
New York
$366K +$17.1K +324 +5%
SIC
81
Samalin Investment Counsel
New York
$354K -$8.78K -166 -2%
AAS
82
Avantax Advisory Services
Texas
$317K +$324K +6,123 New
WWM
83
Western Wealth Management
Colorado
$315K
ORC
84
O'Rourke & Company
Massachusetts
$313K
AWM
85
Axxcess Wealth Management
California
$310K +$317K +5,990 New
CIA
86
Cladis Investment Advisory
Montana
$303K
CL
87
Choreo LLC
Illinois
$294K +$301K +5,690 New
MNBTD
88
Moody National Bank Trust Division
Texas
$294K
HI
89
Harbour Investments
Wisconsin
$290K +$82.1K +1,553 +38%
MML Investors Services
90
MML Investors Services
Massachusetts
$286K +$10K +190 +4%
Cetera Investment Advisers
91
Cetera Investment Advisers
Illinois
$279K +$286K +5,401 New
TCM
92
Triumph Capital Management
Colorado
$266K -$23.4K -442 -8%
PCMC
93
Paragon Capital Management (Colorado)
Colorado
$265K
CG
94
Cutler Group
California
$264K -$77.1K -1,458 -22%
SFG
95
Sovereign Financial Group
Connecticut
$262K
FC
96
FORA Capital
Florida
$261K -$249K -4,713 -48%
JWM
97
Jeppson Wealth Management
California
$260K +$20.6K +390 +8%
GF
98
Gabelli Funds
New York
$259K
CCM
99
Chilton Capital Management
Texas
$254K +$259K +4,907 New
SPIA
100
Steward Partners Investment Advisory
New York
$253K +$1.64K +31 +0.6%