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Name Holding Trade Value Shares
Change
Change in
Stake
CAPTRUST Financial Advisors
401
CAPTRUST Financial Advisors
North Carolina
$267K +$83.2K +803 +43%
IWM
402
IHT Wealth Management
Illinois
$264K +$3.31K +32 +1%
WA
403
Wealth Architects
California
$261K +$272K +2,630 New
FSA
404
Fort Sheridan Advisors
Illinois
$260K -$21.4K -207 -7%
KPWS
405
Kestra Private Wealth Services
Texas
$254K +$77K +743 +41%
Jennison Associates
406
Jennison Associates
New York
$253K +$20.3K +196 +8%
ASN
407
Advisory Services Network
Georgia
$251K +$10.4K +100 +4%
KeyBank National Association
408
KeyBank National Association
Ohio
$248K -$37.4K -361 -13%
CC
409
Corton Capital
Ontario, Canada
$246K +$257K +2,478 New
SS
410
Simplicity Solutions
Minnesota
$243K -$299K -2,882 -54%
OTPPB
411
Ontario Teachers' Pension Plan Board
Ontario, Canada
$238K -$508K -4,902 -67%
OWA
412
Opal Wealth Advisors
New York
$238K +$248K +2,394 New
EWM
413
Empirical Wealth Management
Washington
$237K +$39.4K +380 +19%
IAA
414
Independent Advisor Alliance
North Carolina
$236K +$30.2K +292 +14%
XT
415
XTX Topco
Cayman Islands
$235K +$246K +2,372 New
IRF
416
IBM Retirement Fund
New York
$234K -$12.7K -123 -5%
S
417
SignatureFD
Georgia
$233K +$123K +1,189 +103%
Carson Wealth (CWM LLC)
418
Carson Wealth (CWM LLC)
Nebraska
$230K +$99.6K +962 +71%
RIL
419
Rothschild Investment LLC
Illinois
$229K +$38.8K +375 +19%
JG
420
Jefferies Group
New York
$229K +$239K +2,307 New
APG Asset Management
421
APG Asset Management
Netherlands
$228K -$38.1K -368 -13%
EA
422
Emerald Advisers
Pennsylvania
$228K -$2.8K -27 -1%
MCM
423
MAI Capital Management
Ohio
$225K +$235K +2,266 New
TSWM
424
Tyler-Stone Wealth Management
Ohio
$225K +$235K +2,270 New
YMRC
425
Yorktown Management & Research Company
Virginia
$223K