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Name Holding Trade Value Shares
Change
Change in
Stake
AG
301
AlTi Global
New York
$233K +$244K +21,606 New
HAG
302
HighPoint Advisor Group
Illinois
$233K -$77.4K -6,869 -24%
SCP
303
Sender Company & Partners
New York
$229K +$240K +21,260 New
HWM
304
HB Wealth Management
Georgia
$228K +$17.1K +1,513 +8%
BRWA
305
B. Riley Wealth Advisors
Florida
$225K +$236K +20,916 New
AIA
306
AssuredPartners Investment Advisors
Florida
$224K +$235K +20,822 New
Wellington Management Group
307
Wellington Management Group
Massachusetts
$222K +$74.7K +6,629 +48%
STA
308
Smith Thornton Advisors
Alabama
$221K +$5.79K +514 +3%
PWP
309
Private Wealth Partners
California
$221K +$231K +20,500 New
National Bank of Canada
310
National Bank of Canada
Quebec, Canada
$219K +$55.7K +4,944 +32%
MGP
311
Metis Global Partners
California
$217K +$9.47K +840 +4%
TW
312
Trajan Wealth
Arizona
$217K +$12.8K +1,132 +6%
IAA
313
Independent Advisor Alliance
North Carolina
$217K +$36.8K +3,267 +19%
EPA
314
Element Pointe Advisors
Florida
$214K
SIC
315
Salem Investment Counselors
North Carolina
$213K -$1.97K -175 -0.9%
VI
316
Vestcor Inc
New Brunswick, Canada
$213K
Envestnet Asset Management
317
Envestnet Asset Management
Illinois
$212K -$179K -15,917 -45%
SFS
318
Sowell Financial Services
Arkansas
$212K -$18.5K -1,638 -8%
SFC
319
SYM Financial Corp
Indiana
$199K +$31.7K +2,810 +18%
SFI
320
Siemens Fonds Invest
Germany
$199K
DG
321
DMC Group
Alabama
$196K +$1.15K +102 +0.6%
Parallax Volatility Advisers
322
Parallax Volatility Advisers
California
$192K -$385K -34,173 -66%
C
323
Certuity
Florida
$191K +$16.9K +1,495 +9%
NYLIM
324
New York Life Investment Management
New York
$187K -$4.85K -430 -2%
MSAM
325
Moloney Securities Asset Management
Missouri
$186K +$195K +17,300 New