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Name Holding Trade Value Shares
Change
Change in
Stake
Rockefeller Capital Management
251
Rockefeller Capital Management
New York
$204K +$75.9K +303 +59%
PWA
252
Pitcairn Wealth Advisors
Pennsylvania
$200K +$234K +935 New
JSW
253
Journey Strategic Wealth
New Jersey
$200K +$200K +798 New
KBC Group
254
KBC Group
Belgium
$190K +$47.6K +190 +33%
GI
255
GAMMA Investing
California
$190K +$25.3K +101 +15%
SCM
256
Sterling Capital Management
North Carolina
$159K -$114K -454 -42%
WSFS
257
Wilmington Savings Fund Society
Delaware
$138K
PWPS
258
Pinnacle Wealth Planning Services
Ohio
$122K +$5.26K +21 +5%
BC
259
Bayforest Capital
United Kingdom
$121K +$121K +483 New
WAM
260
Wolverine Asset Management
Illinois
$120K +$83.9K +335 +233%
BNP Paribas Asset Management
261
BNP Paribas Asset Management
France
$104K +$22.8K +91 +28%
SAM
262
Smartleaf Asset Management
Massachusetts
$91.4K -$86.1K -344 -48%
Carson Wealth (CWM LLC)
263
Carson Wealth (CWM LLC)
Nebraska
$78.2K +$8.51K +34 +12%
UB
264
UMB Bank
Missouri
$76.4K +$250 +1 +0.3%
AF
265
Allworth Financial
California
$73.4K -$1.75K -7 -2%
BTI
266
Blue Trust Inc
Georgia
$70.4K -$3K -12 -4%
MWPCG
267
Measured Wealth Private Client Group
New Hampshire
$62.9K +$751 +3 +1%
CIAM
268
Caitong International Asset Management
Hong Kong
$51.4K +$12.5K +50 +32%
SA
269
Strategic Advocates
Utah
$50.1K
EWA
270
EverSource Wealth Advisors
Alabama
$49.1K +$6.76K +27 +16%
HNB
271
Huntington National Bank
Ohio
$45.9K -$1.25K -5 -3%
Ohio Public Employees Retirement System (OPERS)
272
Ohio Public Employees Retirement System (OPERS)
Ohio
$43.9K -$1.25K -5 -3%
OWA
273
Opal Wealth Advisors
New York
$43.1K +$43.1K +172 New
PFBT
274
Parkside Financial Bank & Trust
Missouri
$41.9K +$16.3K +65 +64%
HFS
275
Hantz Financial Services
Michigan
$39K +$13.8K +55 +54%