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Name Holding Trade Value Shares
Change
Change in
Stake
WAM
201
Watershed Asset Management
California
$326K -$52.2K -2,348 -18%
RWM
202
Ritholtz Wealth Management
New York
$323K +$229K +10,290 New
RJFSA
203
Raymond James Financial Services Advisors
Florida
$320K +$227K +10,212 New
USB
204
Union Savings Bank
Connecticut
$314K
CCP
205
Carmel Capital Partners
California
$303K +$191K +8,608 +816%
RWP
206
RWA Wealth Partners
Massachusetts
$289K +$205K +9,200 New
Pathstone Holdings
207
Pathstone Holdings
New Jersey
$278K +$197K +8,853 New
CMF
208
Counterpoint Mutual Funds
California
$277K +$196K +8,824 New
SSA
209
Schonfeld Strategic Advisors
New York
$270K +$191K +8,600 New
EWM
210
Empirical Wealth Management
Washington
$265K +$188K +8,437 New
B
211
Bailard
California
$260K +$185K +8,300 New
NSEDCP
212
NJ State Employees Deferred Compensation Plan
New Jersey
$251K +$178K +8,000 New
DADC
213
D.A. Davidson & Co
Montana
$249K +$177K +7,950 New
CIP
214
Cornerstone Investment Partners
Georgia
$248K +$176K +7,911 New
Mercer Global Advisors
215
Mercer Global Advisors
Colorado
$244K +$173K +7,780 New
Pictet Asset Management
216
Pictet Asset Management
Switzerland
$243K +$173K +7,761 New
ATPW
217
Ashton Thomas Private Wealth
Arizona
$243K +$173K +7,757 New
AWS
218
Atria Wealth Solutions
New York
$241K +$171K +7,692 New
Public Employees Retirement Association of Colorado
219
Public Employees Retirement Association of Colorado
Colorado
$239K -$14.4K -649 -8%
M&T Bank
220
M&T Bank
New York
$232K +$165K +7,409 New
Bank of Montreal
221
Bank of Montreal
Ontario, Canada
$227K +$155K +6,977 New
Wealth Enhancement Advisory Services
222
Wealth Enhancement Advisory Services
Minnesota
$227K +$161K +7,244 New
DTL
223
Dynamic Technology Lab
Singapore
$212K -$231K -10,397 -61%
LIA
224
LBMC Investment Advisors
Tennessee
$210K +$149K +6,693 New
AT
225
Arlington Trust
Alabama
$205K +$145K +6,540 New