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Name Holding Trade Value Shares
Change
Change in
Stake
PFS
551
Prospera Financial Services
Texas
$5.49M -$7.71M -35,514 -59%
MYLI
552
Meiji Yasuda Life Insurance
Japan
$5.45M +$397K +1,827 +8%
EP
553
Edgestream Partners
New Jersey
$5.45M -$15.5M -71,289 -75%
KPW
554
Kore Private Wealth
New York
$5.43M +$12.4K +57 +0.2%
DC
555
Davenport & Co
Virginia
$5.43M -$78.2K -360 -1%
PAS
556
Park Avenue Securities
New York
$5.41M +$436K +2,007 +9%
HCMT
557
Highland Capital Management (Tennessee)
Tennessee
$5.4M -$557K -2,568 -10%
SFA
558
Sequoia Financial Advisors
Ohio
$5.38M -$184K -846 -3%
BAM
559
Belpointe Asset Management
Nevada
$5.36M +$21.5K +99 +0.4%
FCH
560
Freestone Capital Holdings
Washington
$5.35M +$536K +2,469 +12%
SRC
561
Sage Rhino Capital
California
$5.34M +$170K +783 +3%
Jacobs Levy Equity Management
562
Jacobs Levy Equity Management
New Jersey
$5.28M -$1.48M -6,828 -23%
MCC
563
Malaga Cove Capital
California
$5.2M -$20.2K -93 -0.4%
PCMC
564
Private Capital Management (Colorado)
Colorado
$5.17M +$339K +1,560 +7%
PCIA
565
Prime Capital Investment Advisors
Kansas
$5.16M +$1.82M +8,364 +58%
EFS
566
Essex Financial Services
Connecticut
$5.12M
SBIA
567
Sheaff Brock Investment Advisors
Indiana
$5.12M -$1.21M -5,556 -20%
RIA
568
Realta Investment Advisors
Delaware
$5.11M +$175K +804 +4%
PP
569
Professional Planning
California
$5.05M -$560K -2,580 -10%
EWA
570
EP Wealth Advisors
California
$5.05M +$570K +2,625 +13%
OCAM
571
Onex Canada Asset Management
Ontario, Canada
$5.02M +$15.6K +72 +0.3%
FWM
572
Focused Wealth Management
New York
$5M +$18.2K +84 +0.4%
BP
573
Ballentine Partners
Massachusetts
$4.99M -$62.5K -288 -1%
PHK
574
Point72 Hong Kong
Hong Kong
$4.98M +$4.78M +21,999 New
RCAG
575
Rehmann Capital Advisory Group
Michigan
$4.93M -$574K -2,643 -11%