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Name Holding Trade Value Shares
Change
Change in
Stake
NICM
426
Neo Ivy Capital Management
New York
$257K +$253K +1,066 New
PWPS
427
Pinnacle Wealth Planning Services
Ohio
$255K +$34.1K +144 +16%
MCM
428
MAI Capital Management
Ohio
$254K
WAM
429
Wealthspire Advisors (Maryland)
Maryland
$254K +$237 +1 +0.1%
GDP
430
Great Diamond Partners
Maine
$254K +$250K +1,054 New
RG
431
Renaissance Group
Kentucky
$250K +$15.7K +66 +7%
QCG
432
Quadrant Capital Group
Ohio
$249K +$49.6K +209 +24%
CG
433
Caprock Group
Idaho
$247K +$243K +1,025 New
GCA
434
Gideon Capital Advisors
New York
$246K +$242K +1,022 New
AIS
435
American Investment Services
Massachusetts
$243K
PCM
436
Prelude Capital Management
New York
$243K +$146K +616 +157%
Coatue Management
437
Coatue Management
New York
$243K +$239K +1,009 New
FGAM
438
Financial Gravity Asset Management
Texas
$241K -$2.85K -12 -86%
GIA
439
Guyasuta Investment Advisors
Pennsylvania
$241K
HIM
440
Hotaling Investment Management
Pennsylvania
$235K
PI
441
Putnam Investments
Massachusetts
$228K -$12M -50,692 -98%
FAAS
442
First Allied Advisory Services
California
$227K -$77.3K -326 -26%
GT
443
Greenleaf Trust
Michigan
$227K +$8.3K +35 +4%
PFA
444
Pathway Financial Advisors
Vermont
$225K
GAM
445
Gotham Asset Management
New York
$224K -$106K -446 -32%
IA
446
IFP Advisors
Florida
$220K +$38.4K +162 +20%
BB
447
Busey Bank
Illinois
$218K +$1.66K +7 +0.8%
CFGS
448
Concourse Financial Group Securities
Alabama
$218K +$117K +495 +121%
AC
449
Athanor Capital
New York
$217K -$3.75M -15,800 -95%
CCA
450
Cobblestone Capital Advisors
New York
$217K