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Name Holding Trade Value Shares
Change
Change in
Stake
GCIA
301
Gabelli & Co Investment Advisers
New York
$224K -$101K -2,000 -33%
WG
302
Welch Group
Alabama
$224K +$203K +4,000 New
SAM
303
Silvercrest Asset Management
New York
$216K +$195K +3,854 New
ECM
304
Estabrook Capital Management
New York
$213K
CCP
305
Corient Capital Partners
California
$210K +$190K +3,744 New
MYAM
306
Meiji Yasuda Asset Management
Japan
$210K +$190K +3,745 New
CAAS
307
Capital Asset Advisory Services
Michigan
$205K +$29.1K +574 +19%
CC
308
Centiva Capital
New York
$205K +$185K +3,659 New
WCM
309
Weld Capital Management
New York
$203K +$184K +3,622 New
LSA
310
Leonteq Securities AG
Switzerland
$195K -$231K -4,560 -57%
PFBT
311
Parkside Financial Bank & Trust
Missouri
$195K +$253 +5 +0.1%
CFA
312
Carroll Financial Associates
North Carolina
$185K -$10.1K -200 -6%
AIP
313
Ameritas Investment Partners
Nebraska
$176K -$18K -356 -10%
WB
314
Webster Bank
Connecticut
$167K -$74.5K -1,470 -33%
BAM
315
Belpointe Asset Management
Nevada
$155K +$13K +257 +10%
SFS
316
Sowell Financial Services
Arkansas
$151K -$88.7K -1,751 -44%
Northwestern Mutual Wealth Management
317
Northwestern Mutual Wealth Management
Wisconsin
$149K -$18.1K -357 -12%
WT
318
Whittier Trust
California
$149K
SIM
319
Sentry Investment Management
Wisconsin
$134K +$121K +2,381 New
MS
320
Maven Securities
Jersey
$123K +$111K +2,187 New
Federated Hermes
321
Federated Hermes
Pennsylvania
$99K -$297K -5,862 -77%
CFB
322
Cullen/Frost Bankers
Texas
$93K -$76.5K -1,510 -48%
CFGS
323
Concourse Financial Group Securities
Alabama
$93K -$34.3K -676 -29%
GWM
324
Geneos Wealth Management
Colorado
$92K
OIA
325
Optimum Investment Advisors
Illinois
$90K -$3.5K -69 -4%