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Name Holding Trade Value Shares
Change
Change in
Stake
Fayez Sarofim & Co
751
Fayez Sarofim & Co
Texas
$220K +$203K +1,250 New
OAM
752
Ostrum Asset Management
France
$219K
XS
753
XR Securities
Illinois
$218K +$201K +1,236 New
MG
754
Marex Group
$217K -$17.7K -109 -8%
EPA
755
Element Pointe Advisors
Florida
$215K +$199K +1,223 New
KPWS
756
Kestra Private Wealth Services
Texas
$211K +$195K +1,197 New
CFG
757
Citizens Financial Group
Rhode Island
$209K -$291K -1,790 -60%
FWM
758
Forza Wealth Management
Florida
$207K +$191K +1,177 New
BFM
759
Boothbay Fund Management
New York
$204K +$188K +1,159 New
KWM
760
Kingsview Wealth Management
Oregon
$204K +$188K +1,159 New
LOIM
761
Liberty One Investment Management
Illinois
$203K +$24.4K +150 +15%
CIAS
762
Capital Investment Advisory Services
North Carolina
$202K +$187K +1,148 New
WDG
763
Wealth Dimensions Group
Ohio
$201K +$186K +1,144 New
MWM
764
Modera Wealth Management
New Jersey
$200K +$185K +1,137 New
IGWM
765
ICA Group Wealth Management
Colorado
$196K -$416K -2,557 -70%
DGAM
766
Desjardins Global Asset Management
Quebec, Canada
$187K +$43.4K +267 +33%
CTC
767
Central Trust Company
Missouri
$186K +$34.6K +213 +25%
NIMI
768
Natixis Investment Managers International
France
$185K +$3.74K +23 +2%
AF
769
Advisornet Financial
Minnesota
$184K -$5.04K -31 -3%
SWM
770
Spire Wealth Management
Virginia
$168K -$163 -1 -0.1%
GCM
771
Gables Capital Management
Florida
$165K -$176K -1,080 -53%
CAM
772
Chesapeake Asset Management
New York
$163K +$3.25K +20 +2%
CI
773
CAZ Investments
Texas
$158K
WBC
774
Westpac Banking Corp
Australia
$154K -$5.21M -32,063 -97%
WT
775
Whittier Trust
California
$154K -$23.1K -142 -14%