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Name Holding Trade Value Shares
Change
Change in
Stake
IWC
201
Integrated Wealth Concepts
Massachusetts
$603K +$597K +4,925 New
Franklin Resources
202
Franklin Resources
California
$601K +$250K +2,064 +72%
SG Americas Securities
203
SG Americas Securities
New York
$596K -$605K -4,994 -51%
CS
204
Cannell & Spears
New York
$587K
Public Employees Retirement Association of Colorado
205
Public Employees Retirement Association of Colorado
Colorado
$543K -$18.7K -154 -3%
CIM
206
CIM Investment Management
Pennsylvania
$534K -$5.45K -45 -1%
NW
207
NewEdge Wealth
Pennsylvania
$523K +$848 +7 +0.2%
RHJA
208
Rice Hall James & Associates
California
$522K -$70.3K -580 -12%
UIM
209
Unified Investment Management
Georgia
$519K +$68.8K +568 +15%
CIBC Asset Management
210
CIBC Asset Management
Ontario, Canada
$518K -$9.7K -80 -2%
JTWM
211
Jackson Thornton Wealth Management
Alabama
$513K +$484K +3,994 New
SA
212
Sanctuary Advisors
Indiana
$513K +$240K +1,980 +90%
M&T Bank
213
M&T Bank
New York
$502K +$109K +899 +28%
HPCM
214
Hunter Perkins Capital Management
Illinois
$501K +$497K +4,097 New
Bessemer Group
215
Bessemer Group
New Jersey
$495K +$37.5K +309 +8%
Corient Private Wealth
216
Corient Private Wealth
Florida
$488K +$173K +1,426 +56%
CIA
217
Caerus Investment Advisors
Texas
$477K +$473K +3,900 New
WorldQuant Millennium Advisors
218
WorldQuant Millennium Advisors
New York
$476K -$2.47M -20,398 -84%
GBA
219
Garrison Bradford & Associates
New York
$471K
SGI
220
Summit Global Investments
Utah
$466K +$461K +3,805 New
US Bancorp
221
US Bancorp
Minnesota
$455K -$219K -1,811 -33%
Commonwealth Equity Services
222
Commonwealth Equity Services
Massachusetts
$447K -$79.9K -659 -15%
GCM
223
Graham Capital Management
Connecticut
$443K +$439K +3,621 New
I
224
InceptionR
California
$435K +$431K +3,552 New
DAC
225
Dividend Assets Capital
South Carolina
$428K -$43.6K -360 -9%