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Name Holding Trade Value Shares
Change
Change in
Stake
IAA
651
Independent Advisor Alliance
North Carolina
$496K +$2.71K +19 +0.6%
AC
652
AlphaCore Capital
California
$495K +$103K +723 +29%
AG
653
AlTi Global
New York
$492K +$461K +3,228 New
EH
654
Equitable Holdings
New York
$482K -$16.6K -116 -4%
CI
655
Cigna Investments
Connecticut
$481K
NAAA
656
New Age Alpha Advisors
New York
$481K -$7.14K -50 -2%
FCP
657
Fidelis Capital Partners
Florida
$478K +$3.57K +25 +0.8%
CIA
658
Caerus Investment Advisors
Texas
$476K +$446K +3,122 New
VAS
659
Vestmark Advisory Solutions
Massachusetts
$474K -$196K -1,375 -31%
ERSOT
660
Employees Retirement System of Texas
Texas
$471K +$343K +2,402 +348%
KWM
661
Kingsview Wealth Management
Oregon
$468K +$27.3K +191 +7%
SOW
662
State of Wyoming
Wyoming
$465K +$94.2K +660 +28%
CI
663
CX Institutional
Indiana
$463K +$43.1K +302 +11%
FTWA
664
Fifth Third Wealth Advisors
Ohio
$463K -$12.9K -90 -3%
BS
665
Banco Santander
Spain
$462K -$89.8K -629 -17%
CCA
666
Checchi Capital Advisers
California
$460K -$83.2K -583 -16%
HH
667
Hilltop Holdings
Texas
$456K -$7.85K -55 -2%
VWM
668
Venturi Wealth Management
Texas
$455K +$23.7K +166 +6%
DIM
669
Delta Investment Management
California
$454K +$426K +2,981 New
BJL
670
Brighton Jones LLC
Washington
$448K +$153K +1,069 +57%
CNBT
671
Canandaigua National Bank & Trust
New York
$444K +$1.43K +10 +0.3%
CSPIA
672
Cary Street Partners Investment Advisory
Virginia
$441K +$3.71K +26 +0.9%
CPIG
673
Chicago Partners Investment Group
Illinois
$438K +$150K +1,049 +63%
SAM
674
Smartleaf Asset Management
Massachusetts
$438K +$148K +1,039 +56%
GWMR
675
GC Wealth Management RIA
Massachusetts
$436K +$152K +1,065 +59%