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Name Holding Trade Value Shares
Change
Change in
Stake
MA
351
Mezzasalma Advisors
New Jersey
$330K – – –
OC
352
Oppenheimer & Co
New York
$327K +$83.8K +974 +20%
CBA
353
Coastal Bridge Advisors
Connecticut
$317K – – –
FAM
354
Fred Alger Management
New York
$313K +$19.8K +230 +4%
FIM
355
Freedom Investment Management
Connecticut
$313K -$60.5K -703 -11%
Prudential Financial
356
Prudential Financial
New Jersey
$306K -$569K -6,615 -55%
CAPTRUST Financial Advisors
357
CAPTRUST Financial Advisors
North Carolina
$301K -$56.5K -657 -11%
LNWWM
358
Laird Norton Wetherby Wealth Management
California
$299K +$85.3K +991 +23%
BRWA
359
B. Riley Wealth Advisors
Florida
$291K -$45.3K -526 -9%
AIM
360
Achmea Investment Management
Netherlands
$290K – – –
X
361
Xponance
Pennsylvania
$287K +$87.1K +1,012 +25%
NA
362
NewEdge Advisors
Louisiana
$286K -$20.7K -241 -5%
Pacer Advisors
363
Pacer Advisors
Pennsylvania
$285K +$10.7K +124 +3%
CHM
364
Collaborative Holdings Management
New York
$284K +$430K +5,000 New
AAM
365
Advisors Asset Management
Colorado
$282K -$247K -2,866 -37%
VRM
366
Vectors Research Management
New York
$280K -$21.8K -253 -5%
BMSSC
367
B. Metzler seel. Sohn & Co
Germany
$280K +$55.9K +650 +15%
AP
368
AtonRa Partners
Switzerland
$277K -$42.9K -499 -9%
CG
369
Caprock Group
Idaho
$277K +$212K +2,464 +102%
Cerity Partners
370
Cerity Partners
New York
$276K -$109K -1,264 -21%
Verition Fund Management
371
Verition Fund Management
Connecticut
$269K -$282K -3,277 -41%
AWM
372
Avior Wealth Management
Nebraska
$269K +$407K +4,732 +36,400%
HC
373
HNP Capital
New York
$267K -$22.5K -262 -5%
AC
374
Avestar Capital
New York
$265K -$337K -3,922 -46%
CI Investments Inc
375
CI Investments Inc
Ontario, Canada
$264K +$37.9K +441 +10%