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Name Holding Trade Value Shares
Change
Change in
Stake
BEAM
326
Baker Ellis Asset Management
Washington
$299K -$256 -5 -0.1%
PWM
327
Perigon Wealth Management
California
$298K -$9.95K -194 -4%
KF
328
Krilogy Financial
Missouri
$296K -$13.2K -258 -5%
URS
329
Utah Retirement Systems
Utah
$293K – – –
SMC
330
Smith, Moore & Co
Missouri
$292K -$6.41K -125 -2%
AWM
331
Axxcess Wealth Management
California
$286K +$261K +5,083 New
SL
332
Salomon & Ludwin
Virginia
$283K – – –
Rockefeller Capital Management
333
Rockefeller Capital Management
New York
$280K +$194K +3,776 +315%
Federated Hermes
334
Federated Hermes
Pennsylvania
$279K -$148K -2,892 -37%
RIG
335
RiverFront Investment Group
Virginia
$267K -$16.9K -329 -7%
BHC
336
Bull Harbor Capital
Maryland
$266K -$32.4K -631 -12%
Cambridge Investment Research Advisors
337
Cambridge Investment Research Advisors
Iowa
$262K +$38.5K +751 +19%
FFA
338
Farther Finance Advisors
California
$260K -$16.4K -319 -6%
MSRPS
339
Maryland State Retirement & Pension System
Maryland
$258K – – –
Vontobel Holding
340
Vontobel Holding
Switzerland
$254K +$231K +4,500 New
IPW
341
Impact Partnership Wealth
Georgia
$254K +$231K +4,500 New
AWCI
342
Alpine Woods Capital Investors
New York
$252K +$229K +4,468 New
SCP
343
Sivia Capital Partners
California
$246K -$98.5K -1,920 -31%
Bessemer Group
344
Bessemer Group
New Jersey
$244K -$113K -2,194 -34%
RFC
345
Regions Financial Corp
Alabama
$243K +$18.8K +366 +9%
Baird Financial Group
346
Baird Financial Group
Wisconsin
$236K – – –
MFS
347
Mirabella Financial Services
United Kingdom
$235K -$371K -7,226 -63%
EI
348
Ethic Inc
New York
$235K +$5.64K +110 +3%
NWMG
349
Nicholson Wealth Management Group
South Carolina
$234K – – –
ABLA
350
Alan B. Lancz & Associates
Ohio
$231K – – –