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Name Holding Trade Value Shares
Change
Change in
Stake
M&T Bank
101
M&T Bank
New York
$872K +$322K +11,176 +53%
Mercer Global Advisors
102
Mercer Global Advisors
Colorado
$848K +$242K +8,409 +36%
FA
103
FDx Advisors
Illinois
$844K -$224K -7,785 -20%
YCM
104
Yousif Capital Management
Michigan
$801K -$6.48K -225 -0.8%
HWMA
105
Heritage Wealth Management (Arizona)
Arizona
$796K +$111K +3,855 +15%
FDCDDQ
106
Federation des caisses Desjardins du Quebec
Quebec, Canada
$792K -$87.7K -3,043 -9%
BDS
107
Banco de Sabadell
Florida
$778K -$187K -6,509 -18%
CAM
108
Cidel Asset Management
Ontario, Canada
$770K – – –
FCH
109
Freestone Capital Holdings
Washington
$769K -$2.99M -103,928 -78%
Creative Planning
110
Creative Planning
Kansas
$690K +$30.1K +1,044 +4%
NW
111
NewEdge Wealth
Pennsylvania
$685K +$732K +25,412 New
QI
112
Qtron Investments
Massachusetts
$660K – – –
CIBC World Market
113
CIBC World Market
Ontario, Canada
$642K +$205K +7,109 +43%
IWA
114
Intercontinental Wealth Advisors
Texas
$633K – – –
MWM
115
Mission Wealth Management
California
$616K +$81.9K +2,842 +14%
UBS Group
116
UBS Group
Switzerland
$572K +$87.5K +3,037 +17%
KAS
117
Kestra Advisory Services
Texas
$565K +$95K +3,297 +19%
RWM
118
Ritholtz Wealth Management
New York
$560K -$346K -12,021 -37%
AWA
119
Amplius Wealth Advisors
Pennsylvania
$560K -$38.7K -1,345 -6%
NW
120
Naviter Wealth
Arkansas
$510K +$545K +18,931 New
FC
121
FORA Capital
Florida
$509K +$544K +18,880 New
PA
122
Profund Advisors
Maryland
$497K -$90.3K -3,136 -15%
ECM
123
ExodusPoint Capital Management
New York
$490K +$29.8K +1,034 +6%
LSAG
124
Lake Street Advisors Group
New Hampshire
$487K -$35.2K -1,222 -6%
Cerity Partners
125
Cerity Partners
New York
$477K +$510K +17,708 New