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Name Holding Trade Value Shares
Change
Change in
Stake
NG
401
Norden Group
Utah
$983K +$998K +2,862 New
NA
402
NewEdge Advisors
Louisiana
$981K +$880K +2,523 +760%
SWS
403
SYSTM Wealth Solutions
Illinois
$976K +$48.1K +138 +5%
Bessemer Group
404
Bessemer Group
New Jersey
$974K +$83.4K +239 +9%
NW
405
NewEdge Wealth
Pennsylvania
$971K +$168K +481 +21%
PWM
406
Perigon Wealth Management
California
$968K +$6.63K +19 +0.7%
KeyBank National Association
407
KeyBank National Association
Ohio
$964K +$81.3K +233 +9%
EF
408
Empirical Finance
Pennsylvania
$964K +$81.6K +234 +9%
KRSITF
409
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$961K -$13.6K -39 -1%
VAS
410
Vestmark Advisory Solutions
Massachusetts
$961K -$708K -2,031 -42%
WI
411
Wintrust Investments
Illinois
$960K – – –
RJFSA
412
Raymond James Financial Services Advisors
Florida
$956K -$1.4M -4,021 -59%
EGM
413
Engineers Gate Manager
New York
$953K -$198K -568 -17%
ASN
414
Advisory Services Network
Georgia
$949K -$73.3K -210 -7%
DS
415
DRW Securities
Illinois
$945K +$959K +2,750 New
GBT
416
Grove Bank & Trust
Florida
$943K +$78.1K +224 +9%
CG
417
Colony Group
Massachusetts
$933K +$947K +2,714 New
SIA
418
Schechter Investment Advisors
Michigan
$927K -$19.9K -57 -2%
AWS
419
Atria Wealth Solutions
New York
$924K +$24.1K +69 +3%
NCM
420
Northwest Capital Management
Oregon
$911K – – –
RWM
421
Ritholtz Wealth Management
New York
$901K -$33.5K -96 -4%
CCG
422
Cypress Capital Group
Florida
$896K -$698 -2 -0.1%
PA
423
Procyon Advisors
Connecticut
$891K +$602K +1,725 +199%
EF
424
Empowered Funds
Pennsylvania
$886K -$33.5K -96 -4%
HCM
425
Highview Capital Management
Illinois
$886K -$22.3K -64 -2%