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Name Holding Trade Value Shares
Change
Change in
Stake
PA
626
Profund Advisors
Maryland
$504K +$69.3K +185 +14%
BCA
627
Berman Capital Advisors
Georgia
$504K +$176K +471 +46%
PAS
628
Park Avenue Securities
New York
$495K +$25.8K +69 +5%
QP
629
Quilter Plc
United Kingdom
$490K -$12.4K -33 -2%
F
630
F3Logic
Minnesota
$490K
RHBC
631
R.H. Bluestein & Co
Michigan
$487K -$506K -1,350 -49%
CAPTRUST Financial Advisors
632
CAPTRUST Financial Advisors
North Carolina
$479K +$208K +554 +65%
MHIC
633
Marble Harbor Investment Counsel
Massachusetts
$477K
TOCUITCONY
634
Trustees of Columbia University in the City of New York
New York
$470K -$493K -1,315 -49%
GT
635
Glenmede Trust
Pennsylvania
$468K +$516K +1,377 New
QI
636
Qtron Investments
Massachusetts
$465K +$511K +1,364 New
BJL
637
Brighton Jones LLC
Washington
$462K +$255K +680 +101%
RCM
638
Regency Capital Management
Hawaii
$462K +$508K +1,356 New
LWM
639
Laidlaw Wealth Management
New York
$460K
SB
640
Strategic Blueprint
Georgia
$458K -$15K -40 -3%
TI
641
Tidal Investments
Wisconsin
$458K +$87.3K +233 +21%
HIC
642
Hartline Investment Corp
Illinois
$453K +$375 +1 +0.1%
IC
643
Iconiq Capital
California
$446K +$491K +1,310 New
CCM
644
Cribstone Capital Management
Maine
$443K
SS
645
Simplicity Solutions
Minnesota
$442K -$4.3M -11,470 -90%
APP
646
Alpha Paradigm Partners
Illinois
$441K +$485K +1,295 New
GWM
647
Geneos Wealth Management
Colorado
$438K -$13.1K -35 -3%
AWM
648
Apollon Wealth Management
South Carolina
$437K +$1.12K +3 +0.2%
ET
649
Equitable Trust
Tennessee
$436K -$145K -386 -23%
FP
650
Foundry Partners
Minnesota
$431K +$75.7K +202 +19%