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Name Holding Trade Value Shares
Change
Change in
Stake
YWP
426
YorkBridge Wealth Partners
New York
$798K +$74.5K +1,176 +11%
TT
427
TI-Trust
Illinois
$796K +$763K +12,040 New
CW
428
CreativeOne Wealth
Kansas
$791K -$34.6K -546 -4%
PAMP
429
Polar Asset Management Partners
Ontario, Canada
$790K +$481K +7,584 +174%
PBF
430
Petix & Botte Financial
California
$788K -$755K -11,916 -50%
HIA
431
Harbor Investment Advisory
Maryland
$784K +$1.27K +20 +0.2%
Fayez Sarofim & Co
432
Fayez Sarofim & Co
Texas
$765K +$733K +11,570 New
DGAM
433
Desjardins Global Asset Management
Quebec, Canada
$753K +$721K +11,380 New
TPCW
434
TD Private Client Wealth
New York
$751K -$5.07K -80 -0.7%
SMC
435
Smith, Moore & Co
Missouri
$741K +$26.6K +420 +4%
Fidelity International
436
Fidelity International
Bermuda
$733K -$366K -5,774 -34%
OPS
437
Orion Portfolio Solutions
Nebraska
$730K -$53.4K -842 -7%
GSEP
438
Golden State Equity Partners
California
$717K +$24.2K +382 +4%
CA
439
Cetera Advisors
Colorado
$705K +$21.2K +334 +3%
IRF
440
IBM Retirement Fund
New York
$703K -$456K -7,204 -40%
CT
441
Chicago Trust
Illinois
$701K +$25.2K +398 +4%
FAP
442
Financial Advisory Partners
Florida
$700K +$671K +10,590 New
IA
443
IndexIQ Advisors
New York
$700K -$22.6K -356 -3%
MBTD
444
Mechanics Bank - Trust Department
California
$694K
SWP
445
Stratos Wealth Partners
Ohio
$690K -$17.4K -274 -3%
EF
446
Empirical Finance
Pennsylvania
$686K +$187K +2,948 +40%
WWG
447
West Wealth Group
California
$680K +$652K +10,294 New
SEC
448
Seven Eight Capital
New York
$671K +$643K +10,142 New
MC
449
Manteio Capital
New Jersey
$668K +$640K +10,094 New
DAS
450
Dynamic Advisor Solutions
Arizona
$656K -$64.3K -1,014 -9%