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Name Holding Trade Value Shares
Change
Change in
Stake
AIM
376
Allstate Investment Management
Illinois
$545K +$563K +11,687 New
CCG
377
Cypress Capital Group
Florida
$540K +$195K +4,038 +54%
PP
378
Prudential plc
United Kingdom
$539K +$289K +6,003 +108%
AAS
379
Avantax Advisory Services
Texas
$538K +$9.06K +188 +2%
TPCW
380
TD Private Client Wealth
New York
$538K +$126K +2,614 +29%
BS
381
Boenning & Scattergood
Pennsylvania
$536K
XWM
382
Xcel Wealth Management
Florida
$532K +$4.53K +94 +0.8%
GCM
383
Gibraltar Capital Management
Oklahoma
$527K +$38.4K +796 +8%
PI
384
Pettee Investors
Connecticut
$526K
TI
385
Tidal Investments
Wisconsin
$526K +$78.8K +1,636 +17%
FB
386
Fulton Bank
Pennsylvania
$520K +$104K +2,165 +24%
MFS
387
Mirabella Financial Services
United Kingdom
$518K +$535K +11,097 New
GT
388
Greenleaf Trust
Michigan
$517K -$42.5K -881 -7%
FA
389
FDx Advisors
Illinois
$514K +$113K +2,353 +27%
EWS
390
Evergreen Wealth Solutions
Pennsylvania
$507K +$64.5K +1,339 +14%
CP
391
Covenant Partners
Tennessee
$501K
NMERB
392
New Mexico Educational Retirement Board
New Mexico
$500K -$62.6K -1,300 -11%
CAPTRUST Financial Advisors
393
CAPTRUST Financial Advisors
North Carolina
$499K -$38.7K -804 -7%
DLA
394
Douglas Lane & Associates
New York
$493K -$33.7K -700 -6%
O
395
Ossiam
France
$491K +$395K +8,205 +355%
SG Americas Securities
396
SG Americas Securities
New York
$490K -$1.85M -38,311 -78%
XT
397
XTX Topco
Cayman Islands
$484K +$500K +10,370 New
HTC
398
Haverford Trust Company
Pennsylvania
$480K
PGIM
399
Pacific Global Investment Management
California
$466K +$626 +13 +0.1%
V
400
Veritable
Delaware
$464K +$25.4K +527 +6%