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Name Holding Trade Value Shares
Change
Change in
Stake
TI
501
Tidal Investments
Wisconsin
$244K -$195K -3,692 -43%
CIM
502
CIM Investment Management
Pennsylvania
$242K -$1.43K -27 -0.6%
ACM
503
Advisors Capital Management
New Jersey
$241K -$262K -4,946 -51%
TCA
504
Tortoise Capital Advisors
Kansas
$241K +$6.08K +115 +2%
KPWS
505
Kestra Private Wealth Services
Texas
$241K +$12.4K +235 +5%
IC
506
Intersect Capital
California
$241K +$252K +4,766 New
FSA
507
Franklin Street Advisors
North Carolina
$236K -$59.6K -1,127 -19%
PG
508
Pendal Group
Australia
$233K -$389K -7,346 -61%
JFGIW
509
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$233K -$48.7K -920 -17%
FMLI
510
Fukoku Mutual Life Insurance
Japan
$233K
JSA
511
Jacobson & Schmitt Advisors
Wisconsin
$233K
QI
512
Qtron Investments
Massachusetts
$233K +$244K +4,606 New
BP
513
Ballentine Partners
Massachusetts
$232K +$11.4K +216 +5%
LWAM
514
Legacy Wealth Asset Management
Minnesota
$226K -$5.5K -104 -2%
SC
515
Sonen Capital
California
$224K -$151K -2,859 -39%
JC
516
Jacobs & Co
California
$224K -$10.6K -200 -4%
BAM
517
Belpointe Asset Management
Nevada
$221K -$134K -2,543 -37%
IAA
518
Independent Advisor Alliance
North Carolina
$221K -$212 -4 -0.1%
PA
519
Parallel Advisors
California
$221K +$8.83K +167 +4%
NIMI
520
Natixis Investment Managers International
France
$219K -$102K -1,938 -31%
WPC
521
Wedmont Private Capital
Pennsylvania
$219K +$229K +4,334 New
WAP
522
Wealthcare Advisory Partners
Pennsylvania
$217K +$11.9K +225 +6%
RG
523
Renaissance Group
Kentucky
$217K +$227K +4,297 New
SPIA
524
Steward Partners Investment Advisory
New York
$215K +$5.76K +109 +3%
RT
525
Rockland Trust
Massachusetts
$215K +$224K +4,242 New