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Name Holding Trade Value Shares
Change
Change in
Stake
FMWA
326
Forvis Mazars Wealth Advisors
Missouri
$239K +$13.9K +397 +6%
Mercer Global Advisors
327
Mercer Global Advisors
Colorado
$232K -$111K -3,182 -32%
KFA
328
Krane Funds Advisors
New York
$229K +$229K +6,554 New
MS
329
Maven Securities
Jersey
$225K +$225K +6,435 New
CG
330
Colony Group
Massachusetts
$224K -$112K -3,187 -33%
PMAM
331
Penn Mutual Asset Management
Pennsylvania
$223K +$3.5K +100 +2%
AP
332
Advisor Partners
California
$223K +$6.72K +192 +3%
LWAC
333
Laurel Wealth Advisors (California)
California
$220K -$20.1K -575 -8%
CBT
334
Capital Bank & Trust
California
$220K – – –
GC
335
Gratus Capital
Georgia
$220K – – –
P
336
&Partners
Tennessee
$220K – – –
BWCS
337
Beirne Wealth Consulting Services
Connecticut
$212K +$210K +6,000 New
BAM
338
Berkshire Asset Management
Pennsylvania
$211K +$211K +6,043 New
BFO
339
Boston Family Office
Massachusetts
$210K +$210K +6,000 New
HW
340
Hancock Whitney
Mississippi
$209K +$209K +5,964 New
CI Investments Inc
341
CI Investments Inc
Ontario, Canada
$206K +$23.7K +678 +13%
MFG
342
Magnus Financial Group
New York
$206K +$206K +5,889 New
KCM
343
Kendall Capital Management
Maryland
$205K +$205K +5,855 New
MCM
344
Murphy Capital Management
New Jersey
$200K +$200K +5,725 New
BWA
345
BDO Wealth Advisors
Florida
$194K -$19.5K -558 -9%
KFI
346
Key Financial Inc
Pennsylvania
$167K +$167K +4,783 New
BCV
347
Banque Cantonale Vaudoise
Switzerland
$164K – – –
Northwestern Mutual Wealth Management
348
Northwestern Mutual Wealth Management
Wisconsin
$144K +$1.65K +47 +1%
ADIM
349
Alpha DNA Investment Management
Maryland
$139K +$140K +3,987 New
LWCFA
350
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$138K – – –