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Name Holding Trade Value Shares
Change
Change in
Stake
LNWWM
326
Laird Norton Wetherby Wealth Management
California
$801K -$43.5K -498 -4%
Lazard Asset Management
327
Lazard Asset Management
New York
$773K +$455K +5,203 +100%
AWM
328
AE Wealth Management
Kansas
$771K -$2.67M -30,576 -75%
PTC
329
Petrus Trust Company
Texas
$761K +$257K +2,944 +40%
FCM
330
Firsthand Capital Management
California
$743K +$823K +9,420 +1,624%
SSA
331
Schonfeld Strategic Advisors
New York
$733K -$21.2M -242,537 -96%
KAS
332
Kestra Advisory Services
Texas
$714K -$59.9K -686 -7%
AF
333
Alerus Financial
North Dakota
$711K -$404K -4,619 -33%
CBA
334
Coastal Bridge Advisors
Connecticut
$708K
TI
335
TrueMark Investments
Illinois
$703K -$135K -1,543 -14%
CWM
336
CIBC World Markets
New York
$697K +$65.2K +746 +9%
AB
337
Amalgamated Bank
New York
$695K -$175 -2 -0%
PM
338
Parametrica Management
Hong Kong
$680K +$799K +9,145 New
AAS
339
Avantax Advisory Services
Texas
$678K +$285K +3,265 +56%
HCMT
340
Highland Capital Management (Tennessee)
Tennessee
$675K -$30.1K -344 -4%
MSRPS
341
Maryland State Retirement & Pension System
Maryland
$656K -$277K -3,165 -26%
BIAS
342
Beacon Investment Advisory Services
New Jersey
$656K -$4.37K -50 -0.6%
DACG
343
Donor Advised Charitable Giving
California
$652K
Credit Agricole
344
Credit Agricole
France
$618K -$2.24M -25,678 -76%
CANY
345
Caxton Associates (New York)
New York
$604K +$710K +8,125 New
Prudential Financial
346
Prudential Financial
New Jersey
$601K -$1.08M -12,375 -60%
P
347
Pitcairn
Pennsylvania
$596K -$155K -1,775 -18%
OTL
348
Oak Thistle LLC
New York
$593K +$696K +7,971 New
AWS
349
Atria Wealth Solutions
New York
$591K -$308K -3,521 -31%
Wealth Enhancement Advisory Services
350
Wealth Enhancement Advisory Services
Minnesota
$591K -$8.91K -102 -1%