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Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
126
Carson Wealth (CWM LLC)
Nebraska
$5.46M -$479K -9,427 -8%
Envestnet Portfolio Solutions
127
Envestnet Portfolio Solutions
Illinois
$5.41M +$29.4K +578 +0.5%
US Bancorp
128
US Bancorp
Minnesota
$5.37M +$254 +5 +0%
NC
129
NewSquare Capital
Pennsylvania
$5.29M -$47.8K -940 -0.8%
Mariner
130
Mariner
Kansas
$5.26M +$412K +8,107 +8%
CCM
131
Cinctive Capital Management
New York
$5.22M -$2.38M -46,792 -30%
SA
132
Sanctuary Advisors
Indiana
$5.14M -$65.8K -1,294 -1%
AI
133
Atria Investments
North Carolina
$5.11M -$64.2K -1,263 -1%
EI
134
Ethic Inc
New York
$5.07M +$1.12M +22,001 +26%
OA
135
Oxbow Advisors
Texas
$5.05M +$244K +4,790 +5%
Westfield Capital Management
136
Westfield Capital Management
Massachusetts
$5.05M -$267K -5,249 -5%
PNC Financial Services Group
137
PNC Financial Services Group
Pennsylvania
$4.83M -$184K -3,614 -3%
ACM
138
ADAR1 Capital Management
Texas
$4.8M +$5.06M +99,600 New
Corient Private Wealth
139
Corient Private Wealth
Florida
$4.74M -$262K -5,152 -5%
TPCW
140
TD Private Client Wealth
New York
$4.49M -$446K -8,763 -9%
P
141
&Partners
Tennessee
$4.43M +$1.64M +32,215 +54%
HighTower Advisors
142
HighTower Advisors
Illinois
$4.39M +$151K +2,971 +3%
CIBC Asset Management
143
CIBC Asset Management
Ontario, Canada
$4.3M -$67.4K -1,325 -1%
BEAM
144
Baker Ellis Asset Management
Washington
$4.19M -$269K -5,281 -6%
LCM
145
Logan Capital Management
Pennsylvania
$4.11M +$5.64K +111 +0.1%
Citadel Advisors
146
Citadel Advisors
Florida
$4.05M -$4.66M -91,633 -52%
AAM
147
Augustine Asset Management
Florida
$3.91M -$97.3K -1,913 -2%
M
148
MOTCO
Texas
$3.89M -$50.5K -993 -1%
TNB
149
Thomasville National Bank
Georgia
$3.86M +$64.3K +1,265 +2%
AAIM
150
American Assets Investment Management
California
$3.86M