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Name Holding Trade Value Shares
Change
Change in
Stake
TWM
301
TriaGen Wealth Management
California
$630K -$1.7K -21 -0.3%
M&T Bank
302
M&T Bank
New York
$627K -$32.3K -400 -5%
PMAM
303
Picton Mahoney Asset Management
Ontario, Canada
$618K +$132K +1,634 +29%
PD
304
Point72 (DIFC)
United Arab Emirates
$616K -$586K -7,264 -50%
Public Employees Retirement Association of Colorado
305
Public Employees Retirement Association of Colorado
Colorado
$610K
HFM
306
Hartford Financial Management
Connecticut
$599K -$75K -929 -12%
FDP
307
Financiere des Professionnels
Quebec, Canada
$598K +$569K +7,054 New
SAM
308
Securian Asset Management
Minnesota
$577K -$8.07K -100 -1%
CB
309
Community Bank
New York
$576K
GWM
310
Geneos Wealth Management
Colorado
$575K +$65.9K +816 +14%
TD Asset Management
311
TD Asset Management
Ontario, Canada
$559K
GCA
312
Greenwood Capital Associates
South Carolina
$555K -$256K -3,167 -33%
TIA
313
Traphagen Investment Advisors
New Jersey
$551K
MC
314
Moors & Cabot
Massachusetts
$534K
MSFP
315
Mark Sheptoff Financial Planning
Connecticut
$523K +$141K +1,747 +39%
CP
316
CenterBook Partners
Connecticut
$515K +$491K +6,078 New
CL
317
CSS LLC
Illinois
$509K -$121K -1,496 -20%
JIC
318
Johnson Investment Counsel
Ohio
$503K
TC
319
TwinBeech Capital
New York
$502K +$478K +5,923 New
MFG
320
Merit Financial Group
Georgia
$500K +$476K +5,901 New
Daiwa Securities Group
321
Daiwa Securities Group
Japan
$496K -$19.5K -241 -4%
EWA
322
Emergent Wealth Advisors
New York
$490K +$64.3K +796 +16%
ACA
323
Atlas Capital Advisors
Wyoming
$489K -$42.1K -521 -8%
PS
324
Principal Securities
Iowa
$486K +$440K +5,451 +1,867%
BP
325
Ballentine Partners
Massachusetts
$482K +$4.6K +57 +1%