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Name Holding Trade Value Shares
Change
Change in
Stake
BFM
551
Boston Financial Management
Massachusetts
$245K +$285K +4,800 New
CCP
552
Corient Capital Partners
California
$244K +$35.4K +595 +14%
PP
553
Prudential plc
United Kingdom
$244K +$284K +4,779 New
ECM
554
ExodusPoint Capital Management
New York
$240K -$1.34M -22,486 -83%
DC
555
Davenport & Co
Virginia
$239K +$17.4K +293 +7%
TCA
556
Tortoise Capital Advisors
Kansas
$238K +$65.7K +1,106 +31%
EI
557
Ellevest Inc
New York
$237K +$75.6K +1,271 +38%
Nomura Holdings
558
Nomura Holdings
Japan
$236K -$16.7M -281,048 -98%
RC
559
Rovin Capital
Arizona
$236K -$18.4K -310 -6%
JC
560
Jacobs & Co
California
$236K – – –
TCOV
561
Trust Company of Vermont
Vermont
$235K -$120K -2,015 -30%
FMLI
562
Fukoku Mutual Life Insurance
Japan
$235K – – –
JSA
563
Jacobson & Schmitt Advisors
Wisconsin
$235K – – –
LWAM
564
Legacy Wealth Asset Management
Minnesota
$233K +$1.25K +21 +0.5%
KPWS
565
Kestra Private Wealth Services
Texas
$231K -$11.9K -200 -4%
AC
566
Allstate Corporation
Illinois
$226K -$1.05M -17,678 -80%
PA
567
Parallel Advisors
California
$224K -$259K -4,352 -51%
BP
568
Ballentine Partners
Massachusetts
$224K +$6.84K +115 +3%
IAA
569
Independent Advisor Alliance
North Carolina
$223K -$1.66K -28 -0.6%
VC
570
Vicus Capital
Pennsylvania
$215K – – –
SIC
571
SJS Investment Consulting
Ohio
$214K +$357 +6 +0.1%
SPIA
572
Steward Partners Investment Advisory
New York
$211K -$3.84M -64,547 -94%
RCAG
573
Rehmann Capital Advisory Group
Michigan
$210K -$7.31K -123 -3%
WA
574
WBH Advisory
Maryland
$208K -$37.2K -625 -14%
AWP
575
Ascent Wealth Partners
New York
$208K -$20K -337 -8%