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Name Holding Trade Value Shares
Change
Change in
Stake
FIM
401
Freedom Investment Management
Connecticut
$651K +$91.2K +770 +13%
CWM
402
CIBC World Markets
New York
$649K -$32.5K -274 -4%
PCA
403
Pallas Capital Advisors
Massachusetts
$645K +$20.3K +171 +3%
SRC
404
Sage Rhino Capital
California
$644K -$3.79K -32 -0.5%
AI
405
Atria Investments
North Carolina
$639K +$237K +2,003 +44%
AFG
406
Atomi Financial Group
New York
$622K +$73.6K +621 +11%
New York State Teachers Retirement System (NYSTRS)
407
New York State Teachers Retirement System (NYSTRS)
New York
$618K -$218K -1,840 -23%
US Bancorp
408
US Bancorp
Minnesota
$617K +$46.3K +391 +7%
STA
409
Summit Trail Advisors
New York
$614K +$23.5K +198 +3%
TMAM
410
Tokio Marine Asset Management
Japan
$612K
RSWM
411
Robertson Stephens Wealth Management
California
$600K -$23.8K -201 -3%
NL
412
NKCFO LLC
Illinois
$587K +$711K +6,000 New
PWM
413
Pinnacle Wealth Management
California
$586K +$709K +5,983 New
AWM
414
Accurate Wealth Management
Florida
$585K -$26.4K -223 -3%
NFSG
415
Newbridge Financial Services Group
Florida
$583K +$663K +5,591 +1,532%
FRA
416
Frank Rimerman Advisors
California
$582K
CIA
417
Concurrent Investment Advisors
Florida
$575K +$473K +3,993 +212%
Walleye Capital
418
Walleye Capital
New York
$566K -$2.04M -17,186 -75%
BFM
419
Boothbay Fund Management
New York
$559K -$7.88M -66,468 -92%
FFM
420
Forum Financial Management
Illinois
$553K +$130K +1,099 +24%
OC
421
Oppenheimer & Co
New York
$551K -$708K -5,977 -52%
PFS
422
Prospera Financial Services
Texas
$549K +$18.5K +156 +3%
WF
423
WinCap Financial
Massachusetts
$549K +$2.49K +21 +0.4%
GS
424
GWN Securities
Florida
$544K +$569K +4,800 New
GAA
425
Green Alpha Advisors
Colorado
$542K -$393K -3,317 -37%