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Name Holding Trade Value Shares
Change
Change in
Stake
RIA
326
Regal Investment Advisors
Michigan
$848K – – –
SAM
327
Shell Asset Management
Netherlands
$837K +$44.2K +113 +6%
PIM
328
Perpetual Investment Management
Australia
$798K – – –
TSWM
329
Tyler-Stone Wealth Management
Ohio
$796K – – –
TFA
330
Teamwork Financial Advisors
Texas
$794K -$197K -505 -22%
OAM
331
Oppenheimer Asset Management
New York
$786K +$206K +526 +42%
AC
332
Apogem Capital
New York
$781K -$231K -592 -25%
Rockefeller Capital Management
333
Rockefeller Capital Management
New York
$778K -$576K -1,472 -46%
SW
334
SteelPeak Wealth
California
$777K +$258K +659 +60%
Prudential Financial
335
Prudential Financial
New Jersey
$759K -$20.5M -52,306 -97%
CC
336
Corton Capital
Ontario, Canada
$751K +$662K +1,693 New
CG
337
Cutler Group
California
$740K +$30.1K +77 +5%
PP
338
Paloma Partners
Connecticut
$738K +$620K +1,586 +2,033%
ANI
339
American National Insurance
Texas
$737K – – –
CP
340
CenterBook Partners
Connecticut
$701K +$618K +1,580 New
Bank of Nova Scotia
341
Bank of Nova Scotia
Ontario, Canada
$697K -$413K -1,057 -40%
AAM
342
Advisors Asset Management
Colorado
$678K -$41.8K -107 -7%
KeyBank National Association
343
KeyBank National Association
Ohio
$663K +$584K +1,494 New
IC
344
IEQ Capital
California
$659K +$13.3K +34 +2%
TC
345
Truvestments Capital
Florida
$647K -$16.4K -42 -3%
PIA
346
Perennial Investment Advisors
California
$641K -$3.91K -10 -0.7%
MCC
347
Money Concepts Capital
Florida
$635K +$560K +1,432 New
ASGS
348
Alpha Square Group S
New York
$621K +$391K +1,000 +250%
OSAM
349
O'Shaughnessy Asset Management
Connecticut
$617K +$67.3K +172 +14%
GC
350
Guggenheim Capital
Illinois
$614K -$214K -547 -28%