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Name Holding Trade Value Shares
Change
Change in
Stake
LWM
276
Lyell Wealth Management
California
$864K -$413K -2,500 -23%
BAMCO Inc
277
BAMCO Inc
New York
$861K -$27.8M -168,136 -95%
NAM
278
Nissay Asset Management
Japan
$842K +$1.33M +8,026 New
IWC
279
Integrated Wealth Concepts
Massachusetts
$841K -$1.49M -8,990 -53%
NA
280
NewEdge Advisors
Louisiana
$837K +$777K +4,701 +143%
SS
281
SBI Securities
Japan
$820K -$2.41M -14,604 -65%
EH
282
Equitable Holdings
New York
$820K +$1.29M +7,817 New
SA
283
Sanctuary Advisors
Indiana
$813K +$238K +1,438 +23%
FAM
284
Fred Alger Management
New York
$811K -$1.95M -11,780 -60%
CL
285
CIM LLC
New York
$795K +$1.25M +7,583 New
FFN
286
Focus Financial Network
Minnesota
$784K -$3.95M -23,923 -76%
EAMA
287
EFG Asset Management (Americas)
Florida
$779K +$1.23M +7,428 New
SFS
288
Sowell Financial Services
Arkansas
$739K +$1.16M +7,045 New
MNBTD
289
Moody National Bank Trust Division
Texas
$735K -$388K -2,350 -25%
Truist Financial
290
Truist Financial
North Carolina
$734K -$79.8K -483 -6%
VF
291
Virtu Financial
New York
$727K -$4.31M -26,082 -79%
KAS
292
Kestra Advisory Services
Texas
$719K +$482K +2,914 +74%
KIA
293
Knollwood Investment Advisory
Maryland
$697K – – –
Jones Financial Companies
294
Jones Financial Companies
Missouri
$694K +$546K +3,304 +105%
WHG
295
Westwood Holdings Group
Texas
$672K -$37.9K -229 -3%
MCM
296
Manchester Capital Management
Vermont
$665K – – –
SMDAM
297
Sumitomo Mitsui DS Asset Management
Japan
$657K +$1.03M +6,260 New
FIA
298
Foundations Investment Advisors
Arizona
$649K +$142K +857 +16%
OAM
299
OP Asset Management
$646K +$1.02M +6,159 New
SH
300
SLT Holdings
Arizona
$645K +$137K +830 +16%