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Name Holding Trade Value Shares
Change
Change in
Stake
BHCM
501
Brevan Howard Capital Management
Jersey
$264K +$289K +4,020 New
HBT
502
Hills Bank & Trust
Iowa
$263K -$72 -1 -0%
CIA
503
Cladis Investment Advisory
Montana
$263K
AI
504
Atria Investments
North Carolina
$261K -$3.23K -45 -1%
AWA
505
Aaron Wealth Advisors
Illinois
$260K +$285K +3,965 New
MGIA
506
Moneta Group Investment Advisors
Missouri
$259K -$5.03K -70 -2%
Northwestern Mutual Wealth Management
507
Northwestern Mutual Wealth Management
Wisconsin
$258K +$60.1K +836 +27%
RZH
508
Relyea Zuckerberg Hanson
Connecticut
$255K +$3.23K +45 +1%
Envestnet Portfolio Solutions
509
Envestnet Portfolio Solutions
Illinois
$255K -$108K -1,496 -28%
SFA
510
Sequoia Financial Advisors
Ohio
$253K -$3.02K -42 -1%
GSIS
511
Global Strategic Investment Solutions
Arizona
$250K
CTC
512
Cetera Trust Company
Minnesota
$249K
First Eagle Investment Management
513
First Eagle Investment Management
New York
$249K -$14.4K -200 -5%
MYAM
514
Meiji Yasuda Asset Management
Japan
$248K +$19.6K +272 +8%
GF
515
Gries Financial
Ohio
$248K +$1.87K +26 +0.7%
IFG
516
Independent Financial Group
California
$247K +$4.46K +62 +2%
PCM
517
Prelude Capital Management
New York
$247K +$270K +3,761 New
Walleye Capital
518
Walleye Capital
New York
$244K +$267K +3,718 New
CC
519
Cadinha & Co
Hawaii
$240K
ACA
520
Aptus Capital Advisors
Alabama
$238K +$35K +487 +16%
PWMAG
521
Pinnacle Wealth Management Advisory Group
New Jersey
$237K +$22.2K +309 +9%
MGP
522
M&G plc
United Kingdom
$237K
SIS
523
Sound Income Strategies
Florida
$236K +$67.2K +935 +35%
CWM
524
Calamos Wealth Management
Illinois
$234K +$257K +3,568 New
BTW
525
Boston Trust Walden
Massachusetts
$234K