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KMX

Name Holding Trade Value Shares
Change 		Change in
Stake
AUB
526
Atlantic Union Bankshares
Virginia
$240K – – –
NICM
527
Neo Ivy Capital Management
New York
$240K -$2.55M -37,886 -92%
AIMCA
528
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$238K – – –
SBIA
529
Sheaff Brock Investment Advisors
Indiana
$238K -$7.39K -110 -3%
DWA
530
Douglass Winthrop Advisors
New York
$236K – – –
SWS
531
SYSTM Wealth Solutions
Illinois
$235K -$1.21M -18,030 -86%
WWC
532
Waypoint Wealth Counsel
Georgia
$233K -$941 -14 -0.5%
SFA
533
Sequoia Financial Advisors
Ohio
$232K +$203K +3,023 New
PCC
534
Park Circle Company
Maryland
$230K – – –
CA
535
Carson Advisory
Georgia
$230K -$253K -3,769 -56%
LRIA
536
Leonard Rickey Investment Advisors
Washington
$229K +$269 +4 +0.1%
BCV
537
Banque Cantonale Vaudoise
Switzerland
$228K +$41.1K +612 +26%
FNBT
538
FineMark National Bank & Trust
Florida
$228K – – –
AWS
539
Atria Wealth Solutions
New York
$228K +$199K +2,966 New
FSA
540
Franklin Street Advisors
North Carolina
$227K – – –
ZIM
541
Zacks Investment Management
Illinois
$221K +$194K +2,884 New
BTWM
542
Baker Tilly Wealth Management
Wisconsin
$221K -$62K -923 -24%
RCG
543
Regatta Capital Group
California
$219K +$192K +2,858 New
PE
544
Point72 Europe
United Kingdom
$217K +$190K +2,824 New
KA
545
Klingman & Associates
New York
$214K +$187K +2,785 New
CF
546
Centaurus Financial
California
$212K -$20.9K -311 -10%
VCM
547
Virtue Capital Management
Tennessee
$211K -$71.3K -1,061 -27%
NAS
548
Nicolet Advisory Services
Wisconsin
$208K -$56.9K -846 -23%
AWAP
549
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$204K -$61.4K -914 -26%
KWM
550
Keebeck Wealth Management
Illinois
$202K +$177K +2,636 New
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