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Name Holding Trade Value Shares
Change
Change in
Stake
PAG
276
Private Advisor Group
New Jersey
$931K +$68K +1,182 +8%
PFO
277
Pathstone Family Office
New Jersey
$923K
DADC
278
D.A. Davidson & Co
Montana
$881K +$14K +243 +2%
Mariner
279
Mariner
Kansas
$872K +$829K +14,421 New
PG
280
Pendal Group
Australia
$854K +$60.3K +1,049 +8%
SMDAM
281
Sumitomo Mitsui DS Asset Management
Japan
$849K +$808K +14,044 New
GWM
282
Geneos Wealth Management
Colorado
$833K -$34.2K -595 -4%
WAM
283
Weatherly Asset Management
California
$828K +$494K +8,590 +169%
SO
284
STRS Ohio
Ohio
$820K +$73.1K +1,271 +10%
Nordea Investment Management
285
Nordea Investment Management
Sweden
$814K +$774K +13,461 New
HIIFS
286
Harel Insurance Investments & Financial Services
Israel
$813K +$773K +13,443 New
SFA
287
Semmax Financial Advisors
North Carolina
$807K +$77.3K +1,344 +11%
Bank of Montreal
288
Bank of Montreal
Ontario, Canada
$788K +$290K +5,036 +62%
SW
289
SkyOak Wealth
Michigan
$786K
EM
290
Excalibur Management
Massachusetts
$775K -$460 -8 -0.1%
MSFS
291
Main Street Financial Solutions
Pennsylvania
$768K +$172K +2,989 +31%
TC
292
Tatro Capital
Kentucky
$748K +$146K +2,535 +26%
VFA
293
Voya Financial Advisors
Connecticut
$722K -$2.99M -51,941 -81%
CIBC Asset Management
294
CIBC Asset Management
Ontario, Canada
$716K +$978 +17 +0.1%
SAS
295
Stelac Advisory Services
New York
$705K -$56.8K -988 -8%
BCM
296
Brookstone Capital Management
Illinois
$705K +$159K +2,758 +29%
ATC
297
Argent Trust Co
Tennessee
$699K +$62.9K +1,094 +10%
LSA
298
Leonteq Securities AG
Switzerland
$692K +$659K +11,450 New
AWM
299
Avior Wealth Management
Nebraska
$690K -$99.6K -1,732 -13%
VU
300
Vanderbilt University
Tennessee
$685K +$651K +11,318 New