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Name Holding Trade Value Shares
Change
Change in
Stake
SMDAM
251
Sumitomo Mitsui DS Asset Management
Japan
$855K +$9.39K +227 +1%
V
252
Veritable
Delaware
$838K +$32.2K +779 +3%
PWM
253
Peterson Wealth Management
Nevada
$827K +$121K +2,932 +15%
CGL
254
Clarius Group LLC
Washington
$818K +$28K +676 +3%
EDRH
255
Edmond de Rothschild Holding
Switzerland
$814K +$25.4K +614 +3%
AAMU
256
AEGON Asset Management (UK)
United Kingdom
$800K -$33K -798 -3%
Russell Investments Group
257
Russell Investments Group
United Kingdom
$799K -$605K -14,623 -39%
S
258
Surevest
California
$784K +$110K +2,657 +14%
Vanguard Personalized Indexing Management
259
Vanguard Personalized Indexing Management
California
$782K +$152K +3,669 +20%
CIBC Asset Management
260
CIBC Asset Management
Ontario, Canada
$780K
IA
261
IFP Advisors
Florida
$780K +$68.7K +1,660 +17%
NA
262
NewEdge Advisors
Louisiana
$759K -$201K -4,849 -19%
US Bancorp
263
US Bancorp
Minnesota
$759K -$136K -3,283 -13%
CAM
264
Crestone Asset Management
Colorado
$746K
Nordea Investment Management
265
Nordea Investment Management
Sweden
$739K +$228K +5,523 +36%
CAN
266
Cetera Advisor Networks
California
$737K -$1.1M -26,583 -56%
AMCA
267
Arthur M. Cohen & Associates
Illinois
$734K -$825K -19,946 -49%
BCV
268
Banque Cantonale Vaudoise
Switzerland
$727K -$73.3K -1,773 -8%
SAM
269
SP Asset Management
California
$724K
OCM
270
Octahedron Capital Management
California
$717K
RGI
271
River Global Investors
United Kingdom
$716K -$86K -2,080 -9%
KBC Group
272
KBC Group
Belgium
$715K +$126K +3,053 +18%
BC
273
Brookfield Corp
Ontario, Canada
$704K +$812K +19,632 New
OC
274
Oppenheimer & Co
New York
$690K +$359K +8,672 +82%
JWCA
275
J.W. Cole Advisors
Florida
$685K -$188K -4,550 -19%