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Name Holding Trade Value Shares
Change
Change in
Stake
TPCW
251
TD Private Client Wealth
New York
$872K +$64.9K +3,530 +7%
GT
252
Glenmede Trust
Pennsylvania
$872K +$24K +1,305 +3%
GC
253
Guggenheim Capital
Illinois
$860K +$26.8K +1,460 +3%
BRWA
254
B. Riley Wealth Advisors
Florida
$853K +$325K +17,665 +52%
GIM
255
Grassi Investment Management
California
$849K
Marshall Wace
256
Marshall Wace
United Kingdom
$846K +$907K +49,355 New
RJT
257
Raymond James Trust
Florida
$819K -$368 -20 -0%
RFC
258
Regions Financial Corp
Alabama
$806K +$311K +16,925 +56%
NA
259
NewEdge Advisors
Louisiana
$804K +$114K +6,200 +15%
HWMA
260
Heritage Wealth Management (Arizona)
Arizona
$803K -$29.5K -1,605 -3%
SCA
261
Snowden Capital Advisors
New York
$802K +$15.7K +855 +2%
SIA
262
Schechter Investment Advisors
Michigan
$792K +$46K +2,500 +6%
ARG
263
Advisory Resource Group
Oklahoma
$792K +$187K +10,190 +28%
Brown Advisory
264
Brown Advisory
Maryland
$784K -$45.6K -2,480 -5%
BAM
265
Belpointe Asset Management
Nevada
$783K +$840K +45,685 New
BFG
266
Bleakley Financial Group
New Jersey
$780K +$176K +9,580 +27%
SW
267
Simplicity Wealth
New Jersey
$777K +$833K +45,335 New
DCM
268
Deuterium Capital Management
Florida
$772K +$827K +45,000 New
BAM
269
Blueshift Asset Management
New Jersey
$768K +$823K +44,760 New
GCIA
270
Gabelli & Co Investment Advisers
New York
$766K -$386K -21,000 -32%
VT
271
Vise Technologies
New York
$762K -$20.9K -1,135 -2%
CGL
272
Clarius Group LLC
Washington
$756K -$51.6K -2,805 -6%
WTC
273
WhitTier Trust Company
Nevada
$732K -$167K -9,085 -18%
AWM
274
Absher Wealth Management
North Carolina
$729K -$42.1K -2,290 -5%
DWM
275
Dynasty Wealth Management
Florida
$727K +$780K +42,415 New