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Name Holding Trade Value Shares
Change
Change in
Stake
RJT
426
Raymond James Trust
Florida
$249K -$5.53K -25 -2%
NFG
427
Next Financial Group
Texas
$249K -$2.21K -10 -0.9%
HCM
428
Harvey Capital Management
Florida
$247K
DZ Bank
429
DZ Bank
Germany
$246K
YIA
430
YHB Investment Advisors
Connecticut
$245K
Squarepoint
431
Squarepoint
New York
$242K +$243K +1,100 New
GD
432
Grandfield & Dodd
New York
$240K
BPA
433
Beacon Pointe Advisors
California
$237K +$238K +1,076 New
PA
434
Profund Advisors
Maryland
$235K +$9.72K +44 +4%
CFG
435
Cooper Financial Group
California
$234K +$16.1K +73 +7%
PFO
436
Pathstone Family Office
New Jersey
$234K +$235K +1,062 New
HH
437
Hilltop Holdings
Texas
$233K -$23.4K -106 -9%
AIP
438
Ameritas Investment Partners
Nebraska
$231K
CCA
439
Cobblestone Capital Advisors
New York
$223K
TPWA
440
TRUE Private Wealth Advisors
Oregon
$222K -$5.75K -26 -3%
DP
441
Dearborn Partners
Illinois
$220K
SWMP
442
Signature Wealth Management Partners
New Jersey
$220K
NIMI
443
Natixis Investment Managers International
France
$218K -$50.4K -228 -19%
OSAM
444
O'Shaughnessy Asset Management
Connecticut
$212K +$5.08K +23 +2%
BAM
445
Belpointe Asset Management
Nevada
$211K +$9.95K +45 +5%
CCP
446
Corient Capital Partners
California
$202K +$203K +919 New
Simplex Trading
447
Simplex Trading
Illinois
$197K +$198K +896 New
SIM
448
Sentry Investment Management
Wisconsin
$183K
SOW
449
State of Wyoming
Wyoming
$175K +$157K +710 +816%
Federated Hermes
450
Federated Hermes
Pennsylvania
$171K -$919K -4,157 -84%