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Name Holding Trade Value Shares
Change
Change in
Stake
TI
451
Trexquant Investment
Connecticut
$1.05M +$1.02M +10,932 New
SW
452
SVB Wealth
Massachusetts
$1.05M +$148K +1,585 +17%
JWM
453
JGP Wealth Management
Oregon
$1.04M -$123K -1,318 -11%
BAM
454
Belpointe Asset Management
Nevada
$1.03M -$151K -1,614 -13%
OPA
455
Old Port Advisors
Maine
$1.03M +$540K +5,768 +115%
Luther King Capital Management (LKCM)
456
Luther King Capital Management (LKCM)
Texas
$1.02M +$524K +5,600 +112%
USAA
457
United Services Automobile Association
Texas
$1.01M -$259K -2,771 -21%
FAM
458
Fulcrum Asset Management
United Kingdom
$1.01M
OIA
459
OneDigital Investment Advisors
Kansas
$999K
AWE
460
Avidian Wealth Enterprises
Texas
$992K +$64.6K +691 +7%
NIM
461
Northeast Investment Management
Massachusetts
$988K
FFBTD
462
First Financial Bank - Trust Division
Ohio
$984K -$75.4K -806 -7%
PCM
463
Parsons Capital Management
Rhode Island
$984K -$7.2K -77 -0.7%
AC
464
Allstate Corporation
Illinois
$978K
RA
465
RFG Advisory
Alabama
$976K -$111K -1,183 -10%
BAM
466
Blueshift Asset Management
New Jersey
$970K +$535K +5,724 +131%
EGA
467
E&G Advisors
Texas
$969K -$964K -10,300 Closed
NFC
468
Northeast Financial Consultants
Connecticut
$948K +$18.7K +200 +2%
CM
469
Caption Management
Oklahoma
$947K -$935K -10,000 -50%
EGM
470
Engineers Gate Manager
New York
$944K -$738K -7,891 -44%
RJT
471
Raymond James Trust
Florida
$937K +$58.2K +622 +7%
PP
472
Paloma Partners
Connecticut
$933K -$3.32M -35,455 -78%
SP
473
Symmetry Partners
Connecticut
$923K +$18.8K +201 +2%
BFA
474
Brendel Financial Advisors
New Hampshire
$920K -$57K -609 -6%
MIC
475
Means Investment Company
Maine
$904K -$74.7K -798 -8%