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Name Holding Trade Value Shares
Change
Change in
Stake
AIA
501
Alera Investment Advisors
Illinois
$248K -$7.72K -146 -3%
BFM
502
Boston Financial Management
Massachusetts
$248K +$5.08K +96 +2%
BPA
503
Beacon Pointe Advisors
California
$247K -$13.4K -254 -5%
TI
504
Tidal Investments
Wisconsin
$244K -$195K -3,692 -43%
CIM
505
CIM Investment Management
Pennsylvania
$242K -$1.43K -27 -0.6%
ACM
506
Advisors Capital Management
New Jersey
$241K -$262K -4,946 -51%
TCA
507
Tortoise Capital Advisors
Kansas
$241K +$6.08K +115 +2%
KPWS
508
Kestra Private Wealth Services
Texas
$241K +$12.4K +235 +5%
IC
509
Intersect Capital
California
$241K +$252K +4,766 New
FSA
510
Franklin Street Advisors
North Carolina
$236K -$59.6K -1,127 -19%
PG
511
Pendal Group
Australia
$233K -$389K -7,346 -61%
JFGIW
512
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$233K -$48.7K -920 -17%
FMLI
513
Fukoku Mutual Life Insurance
Japan
$233K – – –
JSA
514
Jacobson & Schmitt Advisors
Wisconsin
$233K – – –
QI
515
Qtron Investments
Massachusetts
$233K +$244K +4,606 New
BP
516
Ballentine Partners
Massachusetts
$232K +$11.4K +216 +5%
LWAM
517
Legacy Wealth Asset Management
Minnesota
$226K -$5.5K -104 -2%
SC
518
Sonen Capital
California
$224K -$151K -2,859 -39%
JC
519
Jacobs & Co
California
$224K -$10.6K -200 -4%
BAM
520
Belpointe Asset Management
Nevada
$221K -$134K -2,543 -37%
IAA
521
Independent Advisor Alliance
North Carolina
$221K -$212 -4 -0.1%
PA
522
Parallel Advisors
California
$221K +$8.83K +167 +4%
NIMI
523
Natixis Investment Managers International
France
$219K -$102K -1,938 -31%
WPC
524
Wedmont Private Capital
Pennsylvania
$219K +$229K +4,334 New
WAP
525
Wealthcare Advisory Partners
Pennsylvania
$217K +$11.9K +225 +6%