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Name Holding Trade Value Shares
Change
Change in
Stake
AWS
326
Atria Wealth Solutions
New York
$495K +$406K +2,457 +109%
MTWM
327
Masso Torrence Wealth Management
New Jersey
$494K +$374K +2,263 +92%
MFS
328
Monetta Financial Services
Illinois
$493K
Nordea Investment Management
329
Nordea Investment Management
Sweden
$493K +$804K +4,866 New
DC
330
Defender Capital
North Carolina
$490K -$1.49K -9 -0.3%
Vanguard Personalized Indexing Management
331
Vanguard Personalized Indexing Management
California
$489K +$454K +2,749 +144%
BPA
332
Beacon Pointe Advisors
California
$485K +$23.3K +141 +3%
BAM
333
Blueshift Asset Management
New Jersey
$484K +$763K +4,616 New
DWM
334
Dakota Wealth Management
Florida
$481K +$758K +4,587 New
JRP
335
Jasper Ridge Partners
California
$480K
PTC
336
Petrus Trust Company
Texas
$473K +$745K +4,510 New
Envestnet Portfolio Solutions
337
Envestnet Portfolio Solutions
Illinois
$472K +$129K +778 +21%
CG
338
CFO4Life Group
Texas
$466K -$143K -866 -16%
Brown Advisory
339
Brown Advisory
Maryland
$462K -$20K -121 -3%
ACA
340
Aptus Capital Advisors
Alabama
$461K -$1.95M -11,821 -73%
CIAM
341
Caitong International Asset Management
Hong Kong
$461K +$727K +4,398 New
SLAM
342
Swiss Life Asset Management
$457K +$720K +4,355 New
CIA
343
Concurrent Investment Advisors
Florida
$449K +$69.9K +423 +11%
OAC
344
OMERS Administration Corp
Ontario, Canada
$441K +$331K +2,000 +91%
GP
345
Geneva Partners
Wisconsin
$438K -$228K -1,380 -25%
US Bancorp
346
US Bancorp
Minnesota
$436K +$249K +1,506 +57%
Comerica Bank
347
Comerica Bank
Texas
$435K +$78.2K +473 +13%
WWM
348
Whalen Wealth Management
Nevada
$425K +$670K +4,052 New
KLCM
349
KG&L Capital Management
Louisiana
$423K +$667K +4,034 New
SCS
350
Syquant Capital SAS
France
$413K +$651K +3,940 New