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Name Holding Trade Value Shares
Change
Change in
Stake
KWM
426
Kingsview Wealth Management
Oregon
$838K -$599K -17,551 -42%
CCM
427
Cinctive Capital Management
New York
$832K +$819K +23,982 New
AIM
428
Artemis Investment Management
United Kingdom
$831K -$326K -9,536 -29%
CLOS
429
Compagnie Lombard Odier SCmA
Switzerland
$829K -$83.7K -2,452 -9%
PFS
430
Prospera Financial Services
Texas
$827K +$162K +4,735 +25%
BA
431
Bristlecone Advisors
Washington
$827K +$68.3K +2,000 +9%
HSA
432
HBK Sorce Advisory
Pennsylvania
$827K +$522K +15,295 +179%
GCM
433
Greenland Capital Management
New York
$817K +$804K +23,535 New
MG
434
Marex Group
$802K +$789K +23,104 New
LNWWM
435
Laird Norton Wetherby Wealth Management
California
$801K +$143K +4,189 +22%
NA
436
NewEdge Advisors
Louisiana
$799K +$489K +14,319 +39%
CI
437
Cigna Investments
Connecticut
$788K +$29.4K +862 +4%
AWM
438
Avitas Wealth Management
California
$786K +$2.08K +61 +0.3%
SIC
439
Salem Investment Counselors
North Carolina
$783K +$754K +22,080 +4,698%
WF
440
Welch & Forbes
Massachusetts
$782K -$381K -11,170 -33%
VIA
441
Vident Investment Advisory
Georgia
$780K +$132K +3,856 +21%
CC
442
Cipher Capital
New York
$779K +$766K +22,443 New
TG
443
TCW Group
California
$773K +$761K +22,280 New
MCC
444
Malaga Cove Capital
California
$772K +$78.5K +2,300 +12%
AP
445
AtonRa Partners
Switzerland
$771K -$222K -6,496 -23%
PGCM
446
Prescott Group Capital Management
Oklahoma
$764K +$751K +22,000 New
VCM
447
Vetamer Capital Management
California
$750K -$1.13M -33,110 -61%
EWA
448
Evolution Wealth Advisors
Florida
$735K -$551K -16,150 -43%
KeyBank National Association
449
KeyBank National Association
Ohio
$733K +$42.2K +1,236 +6%
GLA
450
Good Life Advisors
Pennsylvania
$723K +$5.63K +165 +0.8%