Name Holding Trade Value Shares
Change
Change in
Stake
TI
476
Tidal Investments
Wisconsin
$960K -$1.2M -6,162 -57%
ACA
477
Aptus Capital Advisors
Alabama
$946K -$139K -713 -13%
ACA
478
Atlas Capital Advisors
Wyoming
$935K – – –
Carson Wealth (CWM LLC)
479
Carson Wealth (CWM LLC)
Nebraska
$929K +$18.4K +94 +2%
Vanguard Personalized Indexing Management
480
Vanguard Personalized Indexing Management
California
$929K -$657K -3,362 -42%
4WM
481
44 Wealth Management
Oregon
$928K +$82.3K +421 +10%
WANY
482
Wealthspire Advisors (New York)
New York
$925K +$10.9K +56 +1%
AC
483
Allstate Corporation
Illinois
$923K +$9.58K +49 +1%
AIM
484
Allstate Investment Management
Illinois
$923K +$892K +4,563 New
BS
485
Bessemer Securities
New York
$920K – – –
BIA
486
Barry Investment Advisors
Massachusetts
$902K -$120K -616 -12%
SAM
487
Shell Asset Management
Netherlands
$901K -$153K -783 -15%
EOJOAM
488
E. Ohman J:or Asset Management
Sweden
$895K – – –
WJWM
489
Williams Jones Wealth Management
New York
$885K +$1.56K +8 +0.2%
FFG
490
Fortem Financial Group
California
$884K -$87.9K -450 -9%
PFO
491
Pathstone Family Office
New Jersey
$852K +$421K +2,152 +57%
UIA
492
Ulland Investment Advisors
Minnesota
$841K -$148K -757 -15%
SSWM
493
Sheets Smith Wealth Management
North Carolina
$829K – – –
BRWA
494
B. Riley Wealth Advisors
Florida
$819K -$101K -515 -11%
TSWM
495
Triangle Securities Wealth Management
North Carolina
$818K +$18.2K +93 +2%
ONB
496
Old National Bancorp
Indiana
$818K +$194K +994 +33%
SAM
497
Simplify Asset Management
Nevada
$815K +$63.7K +326 +9%
Walleye Trading
498
Walleye Trading
New York
$812K +$785K +4,016 New
E
499
Ergoteles
New York
$807K -$7.12M -36,431 -90%
VAS
500
Vestmark Advisory Solutions
Massachusetts
$798K +$331K +1,692 +75%