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Name Holding Trade Value Shares
Change
Change in
Stake
FRA
401
Frank Rimerman Advisors
California
$232K +$207K +3,336 New
S
402
SignatureFD
Georgia
$229K +$48.2K +777 +31%
JC
403
Jacobs & Co
California
$229K +$205K +3,300 New
LJAC
404
L.J. Altfest & Co
New York
$227K +$202K +3,265 New
PWMAG
405
Pinnacle Wealth Management Advisory Group
New Jersey
$224K +$200K +3,231 New
MCM
406
MAI Capital Management
Ohio
$223K -$124K -1,997 -38%
KeyBank National Association
407
KeyBank National Association
Ohio
$223K +$199K +3,209 New
G
408
GenTrust
Florida
$220K +$196K +3,169 New
Chevy Chase Trust
409
Chevy Chase Trust
Maryland
$219K +$196K +3,154 New
CIAM
410
Caitong International Asset Management
Hong Kong
$217K +$17K +274 +10%
HIMC
411
Heritage Investors Management Corp
Maryland
$213K +$190K +3,065 New
BRWA
412
B. Riley Wealth Advisors
Florida
$213K +$190K +3,065 New
BC
413
Bridgefront Capital
Texas
$211K -$434K -6,997 -70%
CL
414
Choreo LLC
Illinois
$210K +$186K +3,006 New
HFS
415
Hantz Financial Services
Michigan
$209K +$135K +2,176 +259%
CPA
416
Capital Performance Advisors
California
$209K +$186K +3,004 New
SFG
417
Synergy Financial Group
California
$207K +$185K +2,983 New
CCMG
418
Connecticut Capital Management Group
Connecticut
$206K +$184K +2,968 New
UAG
419
United Advisor Group
Ohio
$206K +$184K +2,964 New
XT
420
XTX Topco
Cayman Islands
$203K -$2.73M -44,078 -94%
Osaic Holdings
421
Osaic Holdings
Arizona
$162K -$76.7K -1,237 -35%
BNP Paribas Asset Management
422
BNP Paribas Asset Management
France
$150K +$34.9K +563 +35%
C
423
Covestor
United Kingdom
$149K -$682 -11 -0.5%
DZ Bank
424
DZ Bank
Germany
$144K
UB
425
UMB Bank
Missouri
$141K +$14.3K +231 +13%