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Name Holding Trade Value Shares
Change
Change in
Stake
KPWS
401
Kestra Private Wealth Services
Texas
$246K +$20.6K +482 +9%
HWM
402
HB Wealth Management
Georgia
$241K +$241K +5,638 New
PA
403
Profund Advisors
Maryland
$241K -$13.7K -320 -5%
BMSSC
404
B. Metzler seel. Sohn & Co
Germany
$241K
CIA
405
Concurrent Investment Advisors
Florida
$239K +$12.7K +297 +6%
GI
406
GAMMA Investing
California
$238K +$99.3K +2,326 +72%
RFC
407
Regions Financial Corp
Alabama
$237K -$1.67K -39 -0.7%
BWM
408
Baron Wealth Management
Michigan
$234K +$233K +5,457 New
KRW
409
Kaufman Rossin Wealth
Florida
$233K +$232K +5,441 New
AFG
410
Atomi Financial Group
New York
$232K +$232K +5,423 New
CCAL
411
City Center Advisors LLC
Michigan
$230K +$229K +5,367 New
PAG
412
Poinciana Advisors Group
Florida
$226K
DT
413
Diversified Trust
Tennessee
$222K -$1.02M -23,793 -82%
Blackstone Inc
414
Blackstone Inc
New York
$219K -$1.96M -45,830 -90%
OAM
415
Ostrum Asset Management
France
$214K -$533K -12,481 -71%
UM
416
UniSuper Management
Australia
$214K
RBI
417
Raiffeisen Bank International
Austria
$214K
ECM
418
Evergreen Capital Management
Washington
$212K +$211K +4,951 New
OWP
419
Obermeyer Wealth Partners
Colorado
$212K +$211K +4,951 New
GC
420
Gilbert & Cook
Iowa
$211K +$211K +4,938 New
PA
421
Parallel Advisors
California
$209K +$3.71K +87 +2%
LSA
422
Leonteq Securities AG
Switzerland
$204K -$13.5K -317 -6%
CI Investments Inc
423
CI Investments Inc
Ontario, Canada
$204K +$1.75K +41 +0.9%
IFU
424
iSAM Funds (UK)
United Kingdom
$202K +$202K +4,729 New
GLA
425
Great Lakes Advisors
Illinois
$202K +$201K +4,716 New