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Name Holding Trade Value Shares
Change
Change in
Stake
KPWS
251
Kestra Private Wealth Services
Texas
$761K -$632K -4,844 -44%
PMAM
252
Picton Mahoney Asset Management
Ontario, Canada
$752K +$781K +5,987 New
EC
253
EntryPoint Capital
New York
$750K -$414K -3,178 -35%
HighTower Advisors
254
HighTower Advisors
Illinois
$749K +$109K +839 +16%
OC
255
Oppenheimer & Co
New York
$741K -$419K -3,215 -35%
AWA
256
Arkadios Wealth Advisors
Georgia
$735K -$10.4K -80 -1%
Pathstone Holdings
257
Pathstone Holdings
New Jersey
$712K -$220K -1,690 -23%
Commonwealth Equity Services
258
Commonwealth Equity Services
Massachusetts
$702K -$422K -3,239 -37%
AWM
259
Accurate Wealth Management
Florida
$700K -$66.8K -512 -9%
CAPTRUST Financial Advisors
260
CAPTRUST Financial Advisors
North Carolina
$683K +$214K +1,644 +43%
SLAM
261
Swiss Life Asset Management
$679K +$117K +895 +20%
Public Employees Retirement Association of Colorado
262
Public Employees Retirement Association of Colorado
Colorado
$678K – – –
SPC
263
Spirepoint Private Client
Florida
$671K – – –
OL
264
Optas LLC
Texas
$660K +$9K +69 +1%
NYLIM
265
New York Life Investment Management
New York
$659K -$88.8K -681 -11%
MOACM
266
Mutual of America Capital Management
New York
$648K -$56.9K -436 -8%
IC
267
Inscription Capital
Texas
$644K +$668K +5,126 New
MCM
268
MAI Capital Management
Ohio
$636K +$15K +115 +2%
MB
269
MidFirst Bank
Oklahoma
$633K – – –
Jones Financial Companies
270
Jones Financial Companies
Missouri
$632K -$1.25M -9,563 -66%
AUB
271
Atlantic Union Bankshares
Virginia
$629K – – –
UCFA
272
United Capital Financial Advisors
Texas
$619K -$165K -1,267 -20%
BJL
273
Brighton Jones LLC
Washington
$617K +$209K +1,604 +49%
SFA
274
Sequoia Financial Advisors
Ohio
$611K -$15K -115 -2%
FT
275
Fiduciary Trust
Massachusetts
$607K -$57.9K -444 -8%