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Name Holding Trade Value Shares
Change
Change in
Stake
CPA
276
Capital Performance Advisors
California
$85K +$108K +10,107 New
ACP
277
Ashfield Capital Partners
California
$84K
US Bancorp
278
US Bancorp
Minnesota
$71K -$394K -36,832 -81%
Carson Wealth (CWM LLC)
279
Carson Wealth (CWM LLC)
Nebraska
$70K +$61.3K +5,735 +217%
LSA
280
Leonteq Securities AG
Switzerland
$69.1K -$36.3K -3,391 -29%
AWM
281
Activest Wealth Management
Florida
$63K +$45K +4,205 +127%
Amundi
282
Amundi
France
$61K -$29.4K -2,750 -26%
SPWG
283
Sage Private Wealth Group
Illinois
$52K
SC
284
Shay Capital
New York
$50K +$64.1K +6,000 New
CA
285
Crewe Advisors
Utah
$41K
SAM
286
Shell Asset Management
Netherlands
$40K +$727 +68 +1%
DMBA
287
Deseret Mutual Benefit Administrators
Utah
$39K
SPIA
288
Steward Partners Investment Advisory
New York
$36K +$535 +50 +1%
FF
289
FourThought Financial
Florida
$33K
NICM
290
Neo Ivy Capital Management
New York
$33K +$42.4K +3,963 New
GRP
291
Global Retirement Partners
California
$30K +$535 +50 +1%
CT
292
Cambridge Trust
Massachusetts
$28K
PA
293
Parallel Advisors
California
$28K +$2.17K +203 +7%
Allspring Global Investments
294
Allspring Global Investments
North Carolina
$23K -$146K -13,621 -82%
Rockefeller Capital Management
295
Rockefeller Capital Management
New York
$23K -$62.1K -5,812 -67%
S
296
SignatureFD
Georgia
$23K +$20.5K +1,914 +240%
RE
297
RBC Europe
United Kingdom
$21K
PFGIA
298
Patriot Financial Group Insurance Agency
Massachusetts
$19K -$75.4K -7,050 -76%
UB
299
UMB Bank
Missouri
$19K
WBC
300
West Branch Capital
Massachusetts
$19K