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Name Holding Trade Value Shares
Change
Change in
Stake
EWM
276
Empirical Wealth Management
Washington
$88K – – –
Public Employees Retirement Association of Colorado
277
Public Employees Retirement Association of Colorado
Colorado
$88K – – –
BRWM
278
B. Riley Wealth Management
Tennessee
$88K +$112K +10,455 New
SG
279
StoneX Group
New York
$86.1K +$110K +10,283 New
CPA
280
Capital Performance Advisors
California
$85K +$108K +10,107 New
ACP
281
Ashfield Capital Partners
California
$84K – – –
US Bancorp
282
US Bancorp
Minnesota
$71K -$394K -36,832 -81%
Carson Wealth (CWM LLC)
283
Carson Wealth (CWM LLC)
Nebraska
$70K +$61.3K +5,735 +217%
LSA
284
Leonteq Securities AG
Switzerland
$69.1K -$36.3K -3,391 -29%
AWM
285
Activest Wealth Management
Florida
$63K +$45K +4,205 +127%
Amundi
286
Amundi
France
$61K -$29.4K -2,750 -26%
SPWG
287
Sage Private Wealth Group
Illinois
$52K – – –
SC
288
Shay Capital
New York
$50K +$64.1K +6,000 New
CA
289
Crewe Advisors
Utah
$41K – – –
SAM
290
Shell Asset Management
Netherlands
$40K +$727 +68 +1%
DMBA
291
Deseret Mutual Benefit Administrators
Utah
$39K – – –
SPIA
292
Steward Partners Investment Advisory
New York
$36K +$535 +50 +1%
FF
293
FourThought Financial
Florida
$33K – – –
NICM
294
Neo Ivy Capital Management
New York
$33K +$42.4K +3,963 New
GRP
295
Global Retirement Partners
California
$30K +$535 +50 +1%
CT
296
Cambridge Trust
Massachusetts
$28K – – –
PA
297
Parallel Advisors
California
$28K +$2.17K +203 +7%
Allspring Global Investments
298
Allspring Global Investments
North Carolina
$23K -$146K -13,621 -82%
Rockefeller Capital Management
299
Rockefeller Capital Management
New York
$23K -$62.1K -5,812 -67%
S
300
SignatureFD
Georgia
$23K +$20.5K +1,914 +240%