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Name Holding Trade Value Shares
Change
Change in
Stake
SFA
426
Sequoia Financial Advisors
Ohio
$440K +$196K +2,243 +79%
CG
427
Caprock Group
Idaho
$440K -$542K -6,206 -55%
M&T Bank
428
M&T Bank
New York
$435K +$112K +1,287 +34%
IIM
429
INTECH Investment Management
Florida
$435K
SW
430
SteelPeak Wealth
California
$435K -$18.1K -207 -4%
SI
431
Sapience Investments
California
$425K -$873 -10 -0.2%
CFM
432
Catalyst Funds Management
Australia
$424K +$428K +4,900 New
AWF
433
Alpha Wealth Funds
Utah
$423K +$436K +5,000 New
WSFS
434
Wilmington Savings Fund Society
Delaware
$415K +$297K +3,400 +244%
ALAM
435
Asahi Life Asset Management
Japan
$409K +$413K +4,728 New
TLFA
436
True Link Financial Advisors
California
$408K -$54.6K -626 -12%
GWM
437
GDS Wealth Management
Texas
$404K
PA
438
Parallel Advisors
California
$403K +$46.5K +533 +13%
VanEck Associates
439
VanEck Associates
New York
$403K +$407K +4,664 New
FRA
440
Frank Rimerman Advisors
California
$398K +$402K +4,606 New
ECM
441
Evergreen Capital Management
Washington
$398K -$29.2K -335 -7%
MCM
442
MAI Capital Management
Ohio
$392K +$245K +2,812 +163%
RWC
443
Rare Wolf Capital
Washington
$390K +$394K +4,514 New
WI
444
Wahed Invest
New York
$381K -$3.49K -40 -0.9%
YC
445
Yarbrough Capital
Tennessee
$380K
NRG
446
Nemes Rush Group
Michigan
$378K -$137K -1,570 -26%
FTWA
447
Fifth Third Wealth Advisors
Ohio
$378K +$1.48K +17 +0.4%
IFG
448
Independent Financial Group
California
$376K +$24.1K +276 +7%
OCBCO
449
Oversea-Chinese Banking Corp (OCBC)
Singapore
$376K +$90.8K +1,040 +32%
KPWS
450
Kestra Private Wealth Services
Texas
$375K -$47.3K -542 -11%