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Name Holding Trade Value Shares
Change
Change in
Stake
WANY
201
Wealthspire Advisors (New York)
New York
$403K -$68.2K -934 -14%
Corient Private Wealth
202
Corient Private Wealth
Florida
$387K +$2.99K +41 +0.7%
MWM
203
Modern Wealth Management
Kansas
$374K -$219 -3 -0.1%
AI
204
Atria Investments
North Carolina
$371K +$58.9K +807 +18%
GFA
205
Gallagher Fiduciary Advisors
Illinois
$370K +$62.5K +856 +19%
Walleye Trading
206
Walleye Trading
New York
$370K +$32.4K +444 +9%
EF
207
Empowered Funds
Pennsylvania
$369K +$389K +5,326 New
CWM
208
CIBC World Markets
New York
$365K +$385K +5,271 New
GLF
209
Groupe la Francaise
France
$360K +$380K +5,207 New
FC
210
Farringdon Capital
United Kingdom
$335K +$353K +4,837 New
Neuberger Berman Group
211
Neuberger Berman Group
New York
$317K -$1.61K -22 -0.5%
Teacher Retirement System of Texas
212
Teacher Retirement System of Texas
Texas
$298K +$314K +4,299 New
SAM
213
Securian Asset Management
Minnesota
$297K -$8.25K -113 -3%
Point72 Asset Management
214
Point72 Asset Management
Connecticut
$290K +$306K +4,192 New
FIM
215
Fruth Investment Management
Texas
$287K
NSEDCP
216
NJ State Employees Deferred Compensation Plan
New Jersey
$277K
AAS
217
Avantax Advisory Services
Texas
$276K +$1.75K +24 +0.6%
I
218
InceptionR
California
$270K +$284K +3,892 New
Wealth Enhancement Advisory Services
219
Wealth Enhancement Advisory Services
Minnesota
$269K +$28.8K +394 +11%
Jones Financial Companies
220
Jones Financial Companies
Missouri
$269K +$116K +1,587 +69%
Baird Financial Group
221
Baird Financial Group
Wisconsin
$266K
CB
222
Commerce Bank
Missouri
$262K -$14.5K -199 -5%
CGH
223
Crossmark Global Holdings
Texas
$258K -$146 -2 -0.1%
GWM
224
Geneos Wealth Management
Colorado
$256K
Mackenzie Financial
225
Mackenzie Financial
Ontario, Canada
$252K