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Name Holding Trade Value Shares
Change
Change in
Stake
CC
576
Courier Capital
New York
$266K – – –
BPA
577
Beacon Pointe Advisors
California
$265K +$63K +294 +31%
GIM
578
Generali Investments Management
Slovenia
$262K +$267K +1,245 New
FWP
579
Firethorn Wealth Partners
Georgia
$262K -$2.57K -12 -1%
1C
580
111 Capital
France
$261K +$266K +1,239 New
PAS
581
Park Avenue Securities
New York
$257K -$53.4K -249 -17%
IC
582
Inscription Capital
Texas
$255K +$260K +1,212 New
Brown Advisory
583
Brown Advisory
Maryland
$255K +$259K +1,209 New
PWM
584
Perigon Wealth Management
California
$253K +$45.2K +211 +21%
MA
585
Montag & Associates
Georgia
$253K – – –
VVP
586
Venture Visionary Partners
Ohio
$252K -$57.7K -269 -18%
CI
587
CX Institutional
Indiana
$251K +$2.36K +11 +0.9%
CWMK
588
Caliber Wealth Management (Kansas)
Kansas
$251K -$1.46M -6,827 -85%
PA
589
Procyon Advisors
Connecticut
$248K -$28.3K -132 -10%
AWM
590
AE Wealth Management
Kansas
$247K -$9.86K -46 -4%
ST
591
Smithfield Trust
Pennsylvania
$247K – – –
DC
592
Davenport & Co
Virginia
$245K -$16.3K -76 -6%
HDIM
593
Hanson & Doremus Investment Management
Vermont
$244K – – –
SIA
594
Strategic Investment Advisors
Michigan
$239K -$30.4K -142 -11%
KBFS
595
Kohmann Bosshard Financial Services
Ohio
$239K – – –
RWM
596
Ritholtz Wealth Management
New York
$239K -$272K -1,268 -53%
AA
597
ALPS Advisors
Colorado
$238K +$242K +1,128 New
PA
598
Profund Advisors
Maryland
$237K -$643 -3 -0.3%
PCA
599
Pallas Capital Advisors
Massachusetts
$236K +$241K +1,123 New
AWA
600
Arkadios Wealth Advisors
Georgia
$235K -$165K -769 -41%