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Name Holding Trade Value Shares
Change
Change in
Stake
BFG
526
Beacon Financial Group
Texas
$858K -$62K -309 -7%
FT
527
Fiduciary Trust
Massachusetts
$844K -$76.3K -380 -9%
PFGIA
528
Patriot Financial Group Insurance Agency
Massachusetts
$835K -$102K -507 -12%
LA
529
LBP AM
France
$827K -$1.35M -6,706 -65%
KFA
530
Kelleher Financial Advisors
New York
$820K
LOIM
531
Liberty One Investment Management
Illinois
$813K -$21.7K -108 -3%
GT
532
Glenmede Trust
Pennsylvania
$810K
FFA
533
First Foundation Advisors
California
$803K -$195K -973 -21%
Carson Wealth (CWM LLC)
534
Carson Wealth (CWM LLC)
Nebraska
$802K +$165K +824 +30%
IWA
535
IVC Wealth Advisors
Pennsylvania
$798K -$2.81K -14 -0.4%
RDWM
536
Red Door Wealth Management
Tennessee
$791K +$707K +3,520 New
BRWA
537
B. Riley Wealth Advisors
Florida
$789K -$216K -1,074 -23%
BOM
538
Bank of Marin
California
$784K +$2.21K +11 +0.3%
PWM
539
Perigon Wealth Management
California
$766K +$98K +488 +17%
D.E. Shaw & Co
540
D.E. Shaw & Co
New York
$764K -$33.8M -168,224 -98%
KOCAA
541
Knights of Columbus Asset Advisors
Connecticut
$764K +$404K +2,010 +145%
FPA
542
First Pacific Advisors
California
$761K
GTAM
543
Global Trust Asset Management
Florida
$759K
OWA
544
Outlook Wealth Advisors
Texas
$757K +$220K +1,097 +48%
FB
545
Fulton Bank
Pennsylvania
$755K -$3.41K -17 -0.5%
BC
546
Bowman & Company
Wisconsin
$755K +$15.9K +79 +2%
RCM
547
Ratan Capital Management
Florida
$751K
MYAM
548
Meiji Yasuda Asset Management
Japan
$738K
BIM
549
Bridges Investment Management
Nebraska
$731K -$2.34M -11,657 -78%
NPT
550
Nixon Peabody Trust
Massachusetts
$726K +$649K +3,231 New