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Name Holding Trade Value Shares
Change
Change in
Stake
DT
251
Diversified Trust
Tennessee
$500K +$201K +886 +86%
Vontobel Holding
252
Vontobel Holding
Switzerland
$492K
CFG
253
Cooper Financial Group
California
$465K +$405K +1,784 New
DCM
254
DGS Capital Management
New Jersey
$459K
SIA
255
Schechter Investment Advisors
Michigan
$449K -$5.22K -23 -1%
QI
256
Qtron Investments
Massachusetts
$439K +$383K +1,686 New
MGWM
257
Marks Group Wealth Management
Minnesota
$416K -$7.26K -32 -2%
CIBC Private Wealth Group
258
CIBC Private Wealth Group
Georgia
$412K +$367K +1,619 New
CAPTRUST Financial Advisors
259
CAPTRUST Financial Advisors
North Carolina
$411K -$394K -1,738 -52%
SCA
260
Snowden Capital Advisors
New York
$407K +$44.2K +195 +14%
DWM
261
Dynasty Wealth Management
Florida
$407K +$354K +1,561 New
SGA
262
Strategic Global Advisors
California
$400K -$2.5K -11 -0.7%
S
263
SignatureFD
Georgia
$399K +$62.2K +274 +22%
BWG
264
Berry Wealth Group
Texas
$395K +$344K +1,516 New
YMRC
265
Yorktown Management & Research Company
Virginia
$391K
Wealth Enhancement Advisory Services
266
Wealth Enhancement Advisory Services
Minnesota
$389K +$20.4K +90 +6%
CCIA
267
Campbell & Co Investment Adviser
Maryland
$388K -$262K -1,155 -44%
MC
268
Moors & Cabot
Massachusetts
$383K -$106K -465 -24%
AIC
269
Aurora Investment Counsel
Georgia
$382K +$39.3K +173 +2%
AWS
270
Atria Wealth Solutions
New York
$380K +$13.4K +59 +4%
TPCW
271
TD Private Client Wealth
New York
$379K -$12.3K -54 -4%
BHC
272
Bowen Hanes & Co
Florida
$365K
BTW
273
Boston Trust Walden
Massachusetts
$360K
KIA
274
KLR Investment Advisors
Rhode Island
$344K -$42.7K -188 -11%
PA
275
Parallel Advisors
California
$336K +$27.7K +122 +10%