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Name Holding Trade Value Shares
Change
Change in
Stake
CWP
551
Curated Wealth Partners
California
$216K – – –
CW
552
CreativeOne Wealth
Kansas
$215K +$230K +961 New
NSIM
553
North Star Investment Management
Illinois
$213K +$85.9K +359 +60%
TCM
554
Teza Capital Management
Illinois
$212K -$165K -691 -42%
KPWS
555
Kestra Private Wealth Services
Texas
$211K +$5.27K +22 +2%
Vanguard Personalized Indexing Management
556
Vanguard Personalized Indexing Management
California
$210K +$225K +941 New
MCM
557
MAI Capital Management
Ohio
$209K -$84.5K -353 -27%
WorldQuant Millennium Advisors
558
WorldQuant Millennium Advisors
New York
$205K – – –
VI
559
Vestcor Inc
New Brunswick, Canada
$203K -$26.1K -109 -11%
PMAM
560
Penn Mutual Asset Management
Pennsylvania
$203K -$23.9K -100 -10%
RFN
561
RDA Financial Network
Iowa
$202K -$4.55K -19 -2%
AWA
562
Arete Wealth Advisors
Illinois
$202K +$1.2K +5 +0.6%
CCP
563
Corient Capital Partners
California
$201K +$215K +898 New
VRM
564
Vectors Research Management
New York
$189K – – –
FDCDDQ
565
Federation des caisses Desjardins du Quebec
Quebec, Canada
$189K – – –
PI
566
PineBridge Investments
New York
$186K -$604K -2,523 -75%
EI
567
Ellevest Inc
New York
$181K +$49.8K +208 +34%
AIP
568
Ameritas Investment Partners
Nebraska
$173K – – –
WAM
569
Wolverine Asset Management
Illinois
$169K +$65.8K +275 +57%
WTC
570
WhitTier Trust Company
Nevada
$150K – – –
ACA
571
Atlas Capital Advisors
Wyoming
$144K +$128K +535 +491%
Jones Financial Companies
572
Jones Financial Companies
Missouri
$143K +$74.2K +310 +93%
TWA
573
TCI Wealth Advisors
Arizona
$133K -$5.03K -21 -3%
HIA
574
Harbor Investment Advisory
Maryland
$131K -$2.87K -12 -2%
SIM
575
Sentry Investment Management
Wisconsin
$127K – – –