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Name Holding Trade Value Shares
Change
Change in
Stake
LWAC
401
Laurel Wealth Advisors (California)
California
$559K
LIM
402
Leavell Investment Management
Alabama
$558K
IRF
403
IBM Retirement Fund
New York
$557K -$24.2K -100 -4%
RWA
404
River Wealth Advisors
Pennsylvania
$555K +$13.3K +55 +2%
GT
405
Greenleaf Trust
Michigan
$546K +$52.7K +218 +11%
BTWM
406
Baker Tilly Wealth Management
Wisconsin
$542K -$56.6K -234 -9%
AG
407
Ascent Group
Virginia
$542K +$89K +368 +20%
BAM
408
Blueshift Asset Management
New Jersey
$541K -$862K -3,564 -62%
CAM
409
Cresset Asset Management
Illinois
$539K -$159K -656 -23%
SIA
410
SkyView Investment Advisors
New Jersey
$537K -$2.93M -12,113 -85%
Carson Wealth (CWM LLC)
411
Carson Wealth (CWM LLC)
Nebraska
$535K +$118K +489 +29%
Assenagon Asset Management
412
Assenagon Asset Management
Luxembourg
$532K -$29.8K -123 -5%
IC
413
IEQ Capital
California
$529K +$105K +435 +25%
GIA
414
Gateway Investment Advisers
Ohio
$523K +$34.6K +143 +7%
KFP
415
KB Financial Partners
New Jersey
$521K +$56.1K +232 +12%
ETC
416
Exchange Traded Concepts
Oklahoma
$520K +$403K +1,666 +347%
S
417
SignatureFD
Georgia
$512K +$57.8K +239 +13%
BFC
418
Bedel Financial Consulting
Indiana
$509K
DGAM
419
Desjardins Global Asset Management
Quebec, Canada
$503K +$242 +1 +0%
BCM
420
Breiter Capital Management
Florida
$493K
AWS
421
Atria Wealth Solutions
New York
$492K +$490K +2,026 New
PFO
422
Pathstone Family Office
New Jersey
$490K +$134K +553 New
CGIM
423
Cannon Global Investment Management
Florida
$485K +$484K +2,000 New
WJWM
424
Williams Jones Wealth Management
New York
$481K
PWLP
425
Prio Wealth Limited Partnership
Massachusetts
$480K