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Name Holding Trade Value Shares
Change
Change in
Stake
EWM
576
Evercore Wealth Management
New York
$245K +$218K +25 New
FBB
577
Fulton Breakefield Broenniman
Maryland
$245K +$218K +25 New
OAM
578
Occidental Asset Management
California
$245K +$218K +25 New
PD
579
Point72 (DIFC)
United Arab Emirates
$235K -$3.88M -445 -95%
MPM
580
MBB Public Markets
Illinois
$235K -$1.6M -183 -88%
AOWM
581
Alpha Omega Wealth Management
Virginia
$235K +$210K +24 New
PWPS
582
Pinnacle Wealth Planning Services
Ohio
$235K +$210K +24 New
TIA
583
Tiemann Investment Advisors
California
$235K +$210K +24 New
NS
584
NBC Securities
Alabama
$235K -$87.3K -10 -29%
NA
585
NewEdge Advisors
Louisiana
$226K +$192K +22 +2,200%
DMBA
586
Deseret Mutual Benefit Administrators
Utah
$226K -$17.5K -2 -8%
CL
587
CIM LLC
New York
$226K – – –
FOA
588
Five Oceans Advisors
California
$226K +$201K +23 New
FRA
589
Frank Rimerman Advisors
California
$226K +$201K +23 New
GI
590
GAMCO Investors
Connecticut
$226K +$201K +23 New
HKIMG
591
Hutchens & Kramer Investment Management Group
Indiana
$218K +$192K +22 New
CCG
592
Catalina Capital Group
California
$216K +$192K +22 New
EI
593
Ellevest Inc
New York
$216K +$192K +22 New
XT
594
XTX Topco
Cayman Islands
$206K -$943K -108 -84%
GJIA
595
Glass Jacobson Investment Advisors
Maryland
$206K – – –
BPCE
596
Bank Pictet & Cie (Europe)
Germany
$206K +$183K +21 New
SIA
597
Schechter Investment Advisors
Michigan
$206K +$183K +21 New
SI
598
Seeds Investor
New York
$206K +$183K +21 New
Carson Wealth (CWM LLC)
599
Carson Wealth (CWM LLC)
Nebraska
$206K +$52.4K +6 +40%
O
600
Ossiam
France
$196K -$3.17M -363 -95%