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Name Holding Trade Value Shares
Change
Change in
Stake
GCA
576
Gradient Capital Advisors
California
$507K
CCM
577
CAAS Capital Management
New York
$504K +$593K +1,850 New
FP
578
Foundry Partners
Minnesota
$502K -$160K -500 -21%
SWP
579
Stratos Wealth Partners
Ohio
$502K +$58.6K +183 +11%
CNAM
580
Campbell Newman Asset Management
Wisconsin
$490K -$7.69K -24 -1%
KeyBank National Association
581
KeyBank National Association
Ohio
$489K -$60.9K -190 -10%
1SB
582
1ST Source Bank
Indiana
$485K +$4.81K +15 +0.9%
CCM
583
Coldstream Capital Management
Washington
$480K +$563K +1,758 New
KCM
584
KRS Capital Management
Michigan
$477K +$48.1K +150 +9%
CC
585
Centiva Capital
New York
$476K -$598K -1,867 -52%
HWM
586
HB Wealth Management
Georgia
$472K +$193K +603 +53%
XT
587
XTX Topco
Cayman Islands
$471K +$553K +1,726 New
NB
588
Norinchukin Bank
Japan
$470K +$143K +445 +35%
CPWA
589
Cerro Pacific Wealth Advisors
California
$466K -$71.8K -224 -12%
GIBU
590
Gulf International Bank (UK)
United Kingdom
$464K +$12.8K +40 +2%
DADC
591
D.A. Davidson & Co
Montana
$462K +$8.97K +28 +2%
ICG
592
InterOcean Capital Group
Tennessee
$461K +$542K +1,691 New
OCM
593
One Capital Management
California
$459K -$1.28K -4 -0.2%
SSA
594
Schonfeld Strategic Advisors
New York
$457K -$388K -1,211 -42%
EWA
595
EP Wealth Advisors
California
$454K +$62.2K +194 +13%
TMAM
596
Tokio Marine Asset Management
Japan
$454K +$93.6K +292 +21%
SW
597
SteelPeak Wealth
California
$452K
IC
598
Inscription Capital
Texas
$449K +$6.41K +20 +1%
IAIM
599
International Assets Investment Management
Florida
$445K +$5.45K +17 +1%
HCM
600
Hollencrest Capital Management
California
$443K +$199K +620 +62%