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Name Holding Trade Value Shares
Change
Change in
Stake
Corient Private Wealth
251
Corient Private Wealth
Florida
$389K -$85.2K -3,616 -17%
QPWM
252
Quadrant Private Wealth Management
Pennsylvania
$389K +$43.5K +1,847 +12%
IA
253
IFP Advisors
Florida
$386K +$54.3K +2,307 +16%
BC
254
Bridgefront Capital
Texas
$380K +$397K +16,840 New
SVWAG
255
Sound View Wealth Advisors Group
Georgia
$376K -$236 -10 -0.1%
WT
256
Whittier Trust
California
$370K +$43.7K +1,857 +13%
Bank of Montreal
257
Bank of Montreal
Ontario, Canada
$368K +$67.1K +2,847 +21%
Focus Partners Wealth
258
Focus Partners Wealth
Massachusetts
$367K -$24 -1 -0%
IIC
259
Integrated Investment Consultants
Michigan
$362K +$24.2K +1,029 +7%
NFC
260
Northeast Financial Consultants
Connecticut
$362K
KF
261
Krilogy Financial
Missouri
$360K -$199K -8,439 -35%
LWM
262
Lodestone Wealth Management
Washington
$358K +$374K +15,879 New
AG
263
AIA Group
Hong Kong
$357K +$373K +15,822 New
SFI
264
Susquehanna Fundamental Investments
Pennsylvania
$356K -$2.81M -119,507 -88%
Public Employees Retirement Association of Colorado
265
Public Employees Retirement Association of Colorado
Colorado
$354K
WANY
266
Wealthspire Advisors (New York)
New York
$352K -$1.51K -64 -0.4%
HR
267
Hardy Reed
Mississippi
$349K -$2.35K -100 -0.6%
TIA
268
Trust Investment Advisors
Indiana
$338K
KRS
269
Kentucky Retirement Systems
Kentucky
$331K +$346K +14,687 New
SACTSONJ
270
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$330K
MCCA
271
Mill Creek Capital Advisors
Pennsylvania
$325K -$20.3K -861 -6%
SFA
272
Sequoia Financial Advisors
Ohio
$322K -$47.1K -1,999 -12%
KeyBank National Association
273
KeyBank National Association
Ohio
$311K +$2.19K +93 +0.7%
PCP
274
Proficio Capital Partners
Massachusetts
$310K -$4.36K -185 -1%
FFA
275
Farther Finance Advisors
California
$309K +$265K +11,233 +395%