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Name Holding Trade Value Shares
Change
Change in
Stake
CBB
626
Citizens Business Bank
California
$208K – – –
PWM
627
Perigon Wealth Management
California
$207K -$118K -2,310 -32%
Blackstone Inc
628
Blackstone Inc
New York
$207K +$254K +4,965 New
MA
629
Mutual Advisors
Nebraska
$206K +$47.3K +926 +23%
WANY
630
Wealthspire Advisors (New York)
New York
$206K +$2.81K +55 +1%
KP
631
Keel Point
Alabama
$205K -$1.89K -37 -0.7%
TWM
632
Thrive Wealth Management
Pennsylvania
$205K -$52.9K -1,035 -17%
UCFA
633
United Capital Financial Advisors
Texas
$204K -$278K -5,439 -53%
JFGLC
634
Johnson Financial Group LLC (Colorado)
Colorado
$203K +$1.12K +22 +0.5%
ICP
635
Impact Capital Partners
Colorado
$201K -$297K -5,809 -55%
AI
636
Axiom Investors
Connecticut
$197K -$125K -2,448 -34%
AA
637
AlphaCentric Advisors
Puerto Rico
$195K +$13.3K +260 +6%
TE
638
Tema ETFs
New York
$191K +$22.2K +435 +10%
TCIIS
639
TIAA-CREF Individual & Institutional Services
New York
$185K +$226K +4,430 New
NAAA
640
New Age Alpha Advisors
New York
$178K -$18.8K -368 -8%
WSFS
641
Wilmington Savings Fund Society
Delaware
$174K – – –
AF
642
Allworth Financial
California
$153K -$40.5K -792 -18%
LAM
643
LOM Asset Management
$147K +$91.6K +1,793 +103%
BFPW
644
BOK Financial Private Wealth
Colorado
$143K -$88.9K -1,739 -34%
HFS
645
Hantz Financial Services
Michigan
$139K +$110K +2,158 +185%
BCM
646
Boreal Capital Management
Florida
$130K -$51 -1 Closed
SS
647
SBI Securities
Japan
$123K -$2.61K -51 -2%
DCM
648
Dorato Capital Management
Colorado
$122K – – –
FCT
649
Family Capital Trust
Massachusetts
$118K – – –
NS
650
NBC Securities
Alabama
$116K -$1.74K -34 -1%