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Name Holding Trade Value Shares
Change
Change in
Stake
MGP
401
Metis Global Partners
California
$560K +$251K +1,036 +82%
LWAC
402
Laurel Wealth Advisors (California)
California
$559K – – –
LIM
403
Leavell Investment Management
Alabama
$558K – – –
IRF
404
IBM Retirement Fund
New York
$557K -$24.2K -100 -4%
RWA
405
River Wealth Advisors
Pennsylvania
$555K +$13.3K +55 +2%
GT
406
Greenleaf Trust
Michigan
$546K +$52.7K +218 +11%
BTWM
407
Baker Tilly Wealth Management
Wisconsin
$542K -$56.6K -234 -9%
AG
408
Ascent Group
Virginia
$542K +$89K +368 +20%
BAM
409
Blueshift Asset Management
New Jersey
$541K -$862K -3,564 -62%
CAM
410
Cresset Asset Management
Illinois
$539K -$159K -656 -23%
SIA
411
SkyView Investment Advisors
New Jersey
$537K -$2.93M -12,113 -85%
Carson Wealth (CWM LLC)
412
Carson Wealth (CWM LLC)
Nebraska
$535K +$118K +489 +29%
Assenagon Asset Management
413
Assenagon Asset Management
Luxembourg
$532K -$29.8K -123 -5%
IC
414
IEQ Capital
California
$529K +$105K +435 +25%
GIA
415
Gateway Investment Advisers
Ohio
$523K +$34.6K +143 +7%
KFP
416
KB Financial Partners
New Jersey
$521K +$56.1K +232 +12%
ETC
417
Exchange Traded Concepts
Oklahoma
$520K +$403K +1,666 +347%
S
418
SignatureFD
Georgia
$512K +$57.8K +239 +13%
BFC
419
Bedel Financial Consulting
Indiana
$509K – – –
DGAM
420
Desjardins Global Asset Management
Quebec, Canada
$503K +$242 +1 +0%
BCM
421
Breiter Capital Management
Florida
$493K – – –
AWS
422
Atria Wealth Solutions
New York
$492K +$490K +2,026 New
PFO
423
Pathstone Family Office
New Jersey
$490K +$134K +553 New
CGIM
424
Cannon Global Investment Management
Florida
$485K +$484K +2,000 New
WJWM
425
Williams Jones Wealth Management
New York
$481K – – –