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Name Holding Trade Value Shares
Change
Change in
Stake
SFM
176
Soros Fund Management
New York
$399K +$516K +3,881 New
Truist Financial
177
Truist Financial
North Carolina
$389K +$103K +774 +26%
Blackstone Inc
178
Blackstone Inc
New York
$375K +$486K +3,649 New
BCI
179
Brinker Capital Investments
Pennsylvania
$371K +$481K +3,617 New
Corient Private Wealth
180
Corient Private Wealth
Florida
$369K -$38.7K -291 -7%
HT
181
Headlands Technologies
Illinois
$368K +$477K +3,588 New
OL
182
Odyssean LLC
Connecticut
$367K +$22.6K +170 +5%
GC
183
Garde Capital
Washington
$365K
SIC
184
SFE Investment Counsel
California
$362K +$20.6K +155 +5%
Stifel Financial
185
Stifel Financial
Missouri
$361K +$468K +3,515 New
MYIA
186
Mount Yale Investment Advisors
Colorado
$351K +$455K +3,416 New
BAM
187
Belpointe Asset Management
Nevada
$349K +$177K +1,334 +65%
OAM
188
Oppenheimer Asset Management
New York
$348K +$451K +3,392 New
Russell Investments Group
189
Russell Investments Group
United Kingdom
$345K -$5.72K -43 -1%
HPC
190
HM Payson & Co
Maine
$339K +$439K +3,300 New
VA
191
Vident Advisory
Georgia
$322K +$103K +775 +33%
Mercer Global Advisors
192
Mercer Global Advisors
Colorado
$321K -$11.8K -89 -3%
PNC Financial Services Group
193
PNC Financial Services Group
Pennsylvania
$316K +$20.9K +157 +5%
MOACM
194
Mutual of America Capital Management
New York
$316K +$2.13K +16 +0.5%
Lido Advisors
195
Lido Advisors
California
$307K -$364K -2,737 -48%
Vanguard Personalized Indexing Management
196
Vanguard Personalized Indexing Management
California
$284K +$39.4K +296 +12%
KAS
197
Kestra Advisory Services
Texas
$280K +$58.7K +441 +19%
Public Employees Retirement Association of Colorado
198
Public Employees Retirement Association of Colorado
Colorado
$280K
X
199
Xponance
Pennsylvania
$279K +$77K +579 +27%
IWC
200
Integrated Wealth Concepts
Massachusetts
$272K +$353K +2,652 New