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Name Holding Trade Value Shares
Change
Change in
Stake
DekaBank Deutsche Girozentrale
301
DekaBank Deutsche Girozentrale
Germany
$56K
MO
302
McMillan Office
Michigan
$52K
CI
303
CX Institutional
Indiana
$51K -$7.11M -390,214 -99%
WSFS
304
Wilmington Savings Fund Society
Delaware
$51K
Bessemer Group
305
Bessemer Group
New Jersey
$50K +$4.99K +274 +9%
TWD
306
True Wealth Design
Ohio
$47.7K +$5.32K +292 +10%
AF
307
Allworth Financial
California
$45K -$19.7K -1,083 -26%
RS
308
Rakuten Securities
Japan
$43.6K +$54.7K +3,000 New
TPCW
309
TD Private Client Wealth
New York
$40.9K -$42.2K -2,315 -45%
DAM
310
Delta Asset Management
Tennessee
$38.9K +$1.37K +75 +3%
BTI
311
Blue Trust Inc
Georgia
$34.1K -$29.2K -1,601 -41%
HI
312
Harbour Investments
Wisconsin
$32K +$29.3K +1,608 +272%
PA
313
Parallel Advisors
California
$31.7K +$10K +551 +34%
SIC
314
SJS Investment Consulting
Ohio
$25.3K +$30.7K +1,687 +2,960%
FFA
315
Farther Finance Advisors
California
$25.3K -$5.17K -284 -14%
IA
316
IFP Advisors
Florida
$20.8K -$1.35K -74 -5%
CSC
317
Caldwell Sutter Capital
California
$19.5K
Los Angeles Capital Management
318
Los Angeles Capital Management
California
$18.9K -$6.45K -354 -21%
Mitsubishi UFJ Asset Management
319
Mitsubishi UFJ Asset Management
Japan
$18.7K
UB
320
UMB Bank
Missouri
$17.3K -$37.3K -2,049 -63%
BWL
321
Bogart Wealth LLC
Virginia
$16K
CIAM
322
Caitong International Asset Management
Hong Kong
$16K +$20K +1,099 New
FHC
323
First Horizon Corporation
Tennessee
$14.5K
EWP
324
Elevation Wealth Partners
California
$13.2K +$15.3K +837 +1,213%
RFP
325
Root Financial Partners
California
$11.3K -$4.06K -223 -22%