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Name Holding Trade Value Shares
Change
Change in
Stake
NA
326
NewEdge Advisors
Louisiana
$3.47M +$950K +13,748 +47%
MSAM
327
Moloney Securities Asset Management
Missouri
$3.45M +$29.7K +430 +1%
CSPIA
328
Cary Street Partners Investment Advisory
Virginia
$3.42M +$344K +4,977 +13%
WI
329
Wahed Invest
New York
$3.42M +$619K +8,960 +18%
Brown Advisory
330
Brown Advisory
Maryland
$3.42M -$41.3K -598 -1%
SC
331
Sepio Capital
Utah
$3.41M -$43.9K -636 -1%
AWM
332
AE Wealth Management
Kansas
$3.41M -$444K -6,424 -13%
RA
333
Resolute Advisors
California
$3.39M
SW
334
SteelPeak Wealth
California
$3.38M +$6.08K +88 +0.2%
CGH
335
Crossmark Global Holdings
Texas
$3.38M -$1.61M -23,272 -36%
M&T Bank
336
M&T Bank
New York
$3.37M +$69.1K +1,001 +2%
SAM
337
Soviero Asset Management
New York
$3.37M +$2.9M +42,000 New
LCM
338
Logan Capital Management
Pennsylvania
$3.35M +$252K +3,652 +10%
AAS
339
Avantax Advisory Services
Texas
$3.34M +$60.4K +875 +2%
NCM
340
Nellore Capital Management
California
$3.33M +$2.87M +41,590 New
VanEck Associates
341
VanEck Associates
New York
$3.33M -$1.15M -16,655 -28%
ETCM
342
Evolutionary Tree Capital Management
Virginia
$3.28M -$72.5K -1,049 -2%
PP
343
PDT Partners
New York
$3.27M +$2.82M +40,800 New
PWA
344
Prairie Wealth Advisors
Nebraska
$3.26M -$151K -2,185 -5%
Principal Financial Group
345
Principal Financial Group
Iowa
$3.22M -$242K -3,500 -8%
SA
346
SpiderRock Advisors
Delaware
$3.22M +$1.09M +15,819 +65%
Jones Financial Companies
347
Jones Financial Companies
Missouri
$3.22M +$1.14M +16,472 +68%
UAG
348
United Advisor Group
Ohio
$3.21M +$2.77M +40,095 New
USAA
349
United Services Automobile Association
Texas
$3.2M -$337K -4,881 -11%
WIM
350
Westside Investment Management
California
$3.19M -$82.9K -1,200 -3%