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Name Holding Trade Value Shares
Change
Change in
Stake
UCFA
301
United Capital Financial Advisors
Texas
$289K -$50K -2,124 -13%
MTWM
302
Masso Torrence Wealth Management
New Jersey
$285K +$88K +3,735 +38%
KeyBank National Association
303
KeyBank National Association
Ohio
$279K
BF
304
BOK Financial
Oklahoma
$274K -$115K -4,865 -27%
MTIM
305
Marathon Trading Investment Management
Pennsylvania
$270K -$237K -10,072 -44%
SG
306
StoneX Group
New York
$265K +$116K +4,908 +64%
WJWM
307
Williams Jones Wealth Management
New York
$263K +$294K +12,500 New
RWP
308
RWA Wealth Partners
Massachusetts
$260K +$70.7K +3,000 +32%
Assenagon Asset Management
309
Assenagon Asset Management
Luxembourg
$258K -$11.1K -470 -4%
1832 Asset Management
310
1832 Asset Management
Ontario, Canada
$256K +$238K +10,100 +459%
SFFS
311
Stonehage Fleming Financial Services
Jersey
$252K
VWA
312
V Wealth Advisors
Kansas
$250K +$280K +11,887 New
PWM
313
Perigon Wealth Management
California
$249K +$824 +35 +0.3%
CAPTRUST Financial Advisors
314
CAPTRUST Financial Advisors
North Carolina
$245K +$68.2K +2,896 +33%
CAWM
315
Capital Advisors Wealth Management
Washington
$245K +$274K +11,646 New
NFSG
316
Newbridge Financial Services Group
Florida
$244K -$20K -850 -7%
MA
317
Mutual Advisors
Nebraska
$243K -$55.3K -2,349 -17%
AAA
318
Adams Asset Advisors
Texas
$243K
CS
319
Candriam SCA
Luxembourg
$242K -$2.29M -97,237 -89%
CF
320
Cantor Fitzgerald
New York
$241K -$224K -9,498 -45%
IAIM
321
International Assets Investment Management
Florida
$238K +$266K +11,283 New
PFWA
322
Paces Ferry Wealth Advisors
Georgia
$235K +$263K +11,158 New
TIM
323
Total Investment Management
Arizona
$234K -$70.7K -3,000 -21%
RFA
324
RTD Financial Advisors
Pennsylvania
$226K -$17.7K -750 -7%
Chevy Chase Trust
325
Chevy Chase Trust
Maryland
$226K