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Name Holding Trade Value Shares
Change
Change in
Stake
RI
1101
Redwood Investments
Massachusetts
$3.72M -$99.9K -289 -3%
PP
1102
Prudential plc
United Kingdom
$3.72M -$137K -397 -4%
KA
1103
Kintegral Advisory
New York
$3.72M
WWM
1104
WT Wealth Management
Arizona
$3.72M +$900K +2,603 +34%
LFM
1105
LGT Fund Management
Liechtenstein
$3.7M +$3.56M +10,300 New
FMWA
1106
Forvis Mazars Wealth Advisors
Missouri
$3.68M +$177K +512 +5%
LSA
1107
Leonteq Securities AG
Switzerland
$3.68M -$13.1M -37,862 -79%
GP
1108
Greenline Partners
New York
$3.67M -$65.7K -190 -2%
OSIA
1109
O'Shares Investment Advisers
Massachusetts
$3.66M +$256K +739 +8%
WCM
1110
Weik Capital Management
Pennsylvania
$3.66M +$853K +2,467 +32%
SS
1111
Simplicity Solutions
Minnesota
$3.64M +$1.61M +4,652 +85%
HWM
1112
HB Wealth Management
Georgia
$3.64M +$3.5M +10,129 New
WANY
1113
Wealthspire Advisors (New York)
New York
$3.63M -$416K -1,202 -11%
MCM
1114
McKinley Capital Management
Alaska
$3.63M -$814K -2,355 -19%
LCH
1115
Lee Capital Holdings
New York
$3.63M +$34.6K +100 +1%
MYLI
1116
Meiji Yasuda Life Insurance
Japan
$3.6M -$303K -877 -8%
BCM
1117
Brown Capital Management
Maryland
$3.59M +$377K +1,091 +12%
HP
1118
Hikari Power
Japan
$3.59M
WC
1119
Winmill & Co
New Hampshire
$3.59M
Carson Wealth (CWM LLC)
1120
Carson Wealth (CWM LLC)
Nebraska
$3.58M +$3.45M +9,972 New
OCM
1121
Orleans Capital Management
Louisiana
$3.58M +$31.8K +92 +0.9%
DAS
1122
Dynamic Advisor Solutions
Arizona
$3.57M +$44.6K +129 +1%
FCI
1123
Financial Counselors Inc
Kansas
$3.57M -$7.13M -20,616 -67%
WWM
1124
Western Wealth Management
Colorado
$3.56M +$3.42M +9,899 New
SS
1125
Sunbelt Securities
Texas
$3.56M +$193K +559 +6%