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Name Holding Trade Value Shares
Change
Change in
Stake
Federated Hermes
501
Federated Hermes
Pennsylvania
$567K +$373K +7,006 +219%
Johnson Investment Counsel
502
Johnson Investment Counsel
Ohio
$565K +$2.66K +50 +0.5%
IAIM
503
International Assets Investment Management
Florida
$564K -$292K -5,487 -31%
AIA
504
Arbor Investment Advisors
North Carolina
$556K – – –
Douglass Winthrop Advisors
505
Douglass Winthrop Advisors
New York
$556K – – –
BRWA
506
B. Riley Wealth Advisors
Florida
$555K +$172K +3,226 +47%
Krane Funds Advisors
507
Krane Funds Advisors
New York
$552K +$528K +9,918 New
Inspire Investing
508
Inspire Investing
Idaho
$551K -$258K -4,845 -33%
Conning Inc
509
Conning Inc
Connecticut
$543K -$27.6K -519 -5%
Carson Wealth (CWM LLC)
510
Carson Wealth (CWM LLC)
Nebraska
$542K – – –
Farmers & Merchants Investments Inc
511
Farmers & Merchants Investments Inc
Nebraska
$538K -$42.1K -790 -8%
Nomura Holdings
512
Nomura Holdings
Japan
$538K +$515K +9,671 New
Sigma Planning Corp
513
Sigma Planning Corp
Michigan
$536K +$72.7K +1,364 +16%
SLA
514
Silver Lake Advisory
Utah
$532K +$4.32K +81 +0.8%
Caxton Associates (New York)
515
Caxton Associates (New York)
New York
$529K +$506K +9,500 New
Natixis
516
Natixis
France
$521K -$679K -12,750 -58%
DI
517
Disciplined Investments
Oklahoma
$515K +$193K +3,631 +65%
UR
518
USCA RIA
Texas
$513K -$1.65K -31 -0.3%
NFG
519
Next Financial Group
Texas
$513K +$71K +1,332 +17%
CCIA
520
Campbell & Co Investment Adviser
Maryland
$507K +$485K +9,113 New
GAM
521
Gould Asset Management
California
$506K – – –
LBD
522
Landsberg Bennett & Dubbaneh
Florida
$504K +$34.5K +647 +8%
Independent Advisor Alliance
523
Independent Advisor Alliance
North Carolina
$503K +$101K +1,905 +27%
Walleye Trading
524
Walleye Trading
New York
$493K +$472K +8,861 New
PHK
525
Point72 Hong Kong
Hong Kong
$489K +$468K +8,785 New