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Name Holding Trade Value Shares
Change
Change in
Stake
BWM
151
Baron Wealth Management
Michigan
$368K -$6.01K -99 -1%
AWA
152
Aaron Wealth Advisors
Illinois
$360K -$10.4K -171 -3%
UCFA
153
United Capital Financial Advisors
Texas
$350K +$20.2K +333 +6%
Cetera Investment Advisers
154
Cetera Investment Advisers
Illinois
$350K -$15.7K -259 -4%
CG
155
Caprock Group
Idaho
$346K -$34.9K -574 -8%
BP
156
Ballentine Partners
Massachusetts
$336K -$19K -313 -5%
GT
157
Greenleaf Trust
Michigan
$333K -$29.9K -492 -8%
GT
158
Glenmede Trust
Pennsylvania
$320K -$2.85K -47 -0.8%
S
159
SimplyRich
California
$319K +$9.47K +156 +3%
Neuberger Berman Group
160
Neuberger Berman Group
New York
$317K +$114K +1,879 +49%
CAPTRUST Financial Advisors
161
CAPTRUST Financial Advisors
North Carolina
$310K +$339K +5,583 New
VCM
162
Versant Capital Management
Arizona
$310K +$20.2K +332 +6%
RF
163
Rossby Financial
Florida
$310K -$2.19K -36 -0.6%
Allspring Global Investments
164
Allspring Global Investments
North Carolina
$296K +$40K +659 +14%
Rockefeller Capital Management
165
Rockefeller Capital Management
New York
$295K +$24.2K +399 +8%
PA
166
Parallel Advisors
California
$295K +$20.6K +340 +7%
JG
167
Jain Global
New York
$295K +$322K +5,310 New
MM
168
MQS Management
New York
$295K +$322K +5,310 New
TSS
169
Two Sigma Securities
New York
$286K -$678K -11,159 -68%
BC
170
Bridgefront Capital
Texas
$275K +$301K +4,961 New
PWPS
171
Pinnacle Wealth Planning Services
Ohio
$271K -$17.1K -282 -5%
D.E. Shaw & Co
172
D.E. Shaw & Co
New York
$266K +$291K +4,787 New
EPW
173
Evolve Private Wealth
California
$258K -$16.2K -266 -5%
CL
174
CSS LLC
Illinois
$257K -$1.34M -22,016 -83%
CL
175
Choreo LLC
Illinois
$255K -$304 -5 -0.1%