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Name Holding Trade Value Shares
Change
Change in
Stake
Corient Private Wealth
176
Corient Private Wealth
Florida
$555K +$36.8K +282 +8%
Truist Financial
177
Truist Financial
North Carolina
$537K -$5.48K -42 -1%
MYIA
178
Mount Yale Investment Advisors
Colorado
$525K +$32.7K +251 +7%
GC
179
Garde Capital
Washington
$508K
XT
180
XTX Topco
Cayman Islands
$506K +$461K +3,531 New
VA
181
Vident Advisory
Georgia
$503K +$48.3K +370 +12%
AAP
182
Arax Advisory Partners
Colorado
$502K +$458K +3,508 New
KAS
183
Kestra Advisory Services
Texas
$496K +$95.8K +734 +27%
BAM
184
Belpointe Asset Management
Nevada
$479K -$7.31K -56 -2%
HPC
185
HM Payson & Co
Maine
$473K
AC
186
Armistice Capital
New York
$465K +$423K +3,244 New
Mercer Global Advisors
187
Mercer Global Advisors
Colorado
$462K +$13.6K +104 +3%
SIC
188
SFE Investment Counsel
California
$461K -$39.8K -305 -9%
GCA
189
Greenwood Capital Associates
South Carolina
$448K -$178K -1,368 -30%
MOACM
190
Mutual of America Capital Management
New York
$445K +$3.26K +25 +0.8%
RFA
191
Register Financial Advisors
Georgia
$444K -$145K -1,112 -26%
Vanguard Personalized Indexing Management
192
Vanguard Personalized Indexing Management
California
$443K +$43.4K +333 +12%
Lido Advisors
193
Lido Advisors
California
$442K +$12.3K +94 +3%
X
194
Xponance
Pennsylvania
$430K +$37.3K +286 +11%
LCM
195
Legato Capital Management
California
$406K +$370K +2,835 New
Neuberger Berman Group
196
Neuberger Berman Group
New York
$404K -$8.79M -67,362 -96%
Public Employees Retirement Association of Colorado
197
Public Employees Retirement Association of Colorado
Colorado
$390K
CMI
198
Clare Market Investments
Texas
$385K +$350K +2,685 New
SC
199
SummitTX Capital
Texas
$384K +$350K +2,684 New
AIP
200
Ameritas Investment Partners
Nebraska
$380K +$54.9K +421 +19%