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Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
276
Creative Planning
Kansas
$262K +$5.68K +426 +3%
PCM
277
Prelude Capital Management
New York
$260K -$673K -50,500 -77%
GAM
278
Gould Asset Management
California
$252K
FEM
279
Fulcrum Equity Management
Texas
$251K +$200K +14,997 New
QC
280
QCM Cayman
Texas
$245K -$11.7K -876 -6%
WS
281
Wedbush Securities
California
$239K -$121K -9,080 -39%
Cetera Investment Advisers
282
Cetera Investment Advisers
Illinois
$234K +$186K +13,935 New
CS
283
Candriam SCA
Luxembourg
$229K +$20K +1,500 +12%
CCP
284
Corient Capital Partners
California
$217K +$18.7K +1,402 +12%
V
285
Veritable
Delaware
$215K +$506 +38 +0.3%
GC
286
Grimes & Company
Massachusetts
$211K +$167K +12,568 New
SW
287
SVB Wealth
Massachusetts
$196K +$156K +11,681 New
BCM
288
Bluefin Capital Management
New York
$194K +$154K +11,550 New
OWM
289
OneAscent Wealth Management
Alabama
$194K +$154K +11,583 New
SCM
290
Stevens Capital Management
Pennsylvania
$188K -$364K -27,351 -71%
EGM
291
Engineers Gate Manager
New York
$187K -$560K -42,050 -79%
Mercer Global Advisors
292
Mercer Global Advisors
Colorado
$187K +$149K +11,153 New
M&T Bank
293
M&T Bank
New York
$185K +$148K +11,085 New
HIA
294
Harbor Investment Advisory
Maryland
$181K
PAS
295
Park Avenue Securities
New York
$178K +$142K +10,644 New
WJWM
296
Williams Jones Wealth Management
New York
$174K +$138K +10,380 New
CCM
297
Cullen Capital Management
New York
$173K +$138K +10,319 New
S
298
SignatureFD
Georgia
$171K +$14.9K +1,115 +12%
GF
299
Gabelli Funds
New York
$168K +$133K +10,000 New
Rockefeller Capital Management
300
Rockefeller Capital Management
New York
$167K