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MetLife
MET

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
901
Aprio Wealth Management
Georgia
$346K +$57.3K +689 +19%
GLLW
902
Graves Light Lenhart Wealth
Virginia
$345K – – –
PCM
903
Penserra Capital Management
California
$344K +$110K +1,324 +46%
LCGC
904
Legacy Capital Group California
California
$344K -$333 -4 -0.1%
DJSG
905
D.J. St. Germain
Massachusetts
$344K +$261K +3,138 +296%
SQA
906
Simon Quick Advisors
New Jersey
$343K +$40.2K +483 +13%
AWM
907
Avior Wealth Management
Nebraska
$341K +$26.6K +320 +6%
BC
908
Brookfield Corp
Ontario, Canada
$338K – – –
CWM
909
Cornerstone Wealth Management
Missouri
$338K +$1.17K +14 +0.3%
B
910
Bailard
California
$337K +$82.9K +996 +32%
IAS
911
Investment Advisory Services
Texas
$335K +$25.5K +307 +8%
TPWA
912
TRUE Private Wealth Advisors
Oregon
$334K -$6.41K -77 -2%
DAS
913
Diversify Advisory Services
Utah
$334K -$25.5K -306 -7%
PIA
914
Pinion Investment Advisors
Kansas
$331K -$6.32K -76 -2%
EBT
915
Enterprise Bank & Trust
Massachusetts
$331K +$1.66K +20 +0.5%
FTC
916
Farmers Trust Company
Ohio
$330K -$666 -8 -0.2%
MCM
917
MV Capital Management
Maryland
$330K +$73K +877 +28%
AAM
918
AR Asset Management
California
$328K – – –
CA
919
Continuum Advisory
Idaho
$328K +$3.08K +37 +0.9%
JPMIA
920
J.P. Marvel Investment Advisors
Massachusetts
$327K – – –
PTC
921
Petrus Trust Company
Texas
$326K +$331K +3,980 New
SIC
922
Sterling Investment Counsel
New York
$324K – – –
PFS
923
Prospera Financial Services
Texas
$323K +$38.9K +467 +13%
BHWM
924
Bar Harbor Wealth Management
New Hampshire
$320K -$3.58K -43 -1%
HFM
925
Harvest Fund Management
China
$319K +$324K +3,895 New
35 36
37
38 39