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Name Holding Trade Value Shares
Change
Change in
Stake
IC
401
IEQ Capital
California
$303K +$58.9K +1,397 +26%
HWAM
402
Hennion & Walsh Asset Management
New Jersey
$295K -$86.4K -2,048 -24%
ETH
403
Exos TFP Holdings
New York
$293K +$26.9K +638 +11%
TFS
404
TrustCore Financial Services
Tennessee
$291K +$6.37K +151 +2%
PPW
405
Parcion Private Wealth
Washington
$287K -$548 -13 -0.2%
BOH
406
Bank of Hawaii
Hawaii
$284K -$246K -5,828 -48%
TIMH
407
Tilt Investment Management Holdings
New York
$284K +$263K +6,244 New
BF
408
BOK Financial
Oklahoma
$284K -$6.2K -147 -2%
EH
409
Equitable Holdings
New York
$281K -$60K -1,422 -19%
BCA
410
Bay Colony Advisors
Massachusetts
$274K -$5.48K -130 -2%
SOAMC
411
Spirit of America Management Corp
New York
$273K
GIM
412
Grassi Investment Management
California
$270K
WP
413
Westmount Partners
California
$267K +$250K +5,922 New
NW
414
NewEdge Wealth
Pennsylvania
$267K +$18.5K +439 +8%
BFG
415
Bleakley Financial Group
New Jersey
$262K +$246K +5,823 New
S
416
SignatureFD
Georgia
$260K +$41.2K +977 +20%
AIP
417
Ameritas Investment Partners
Nebraska
$260K
IA
418
IFP Advisors
Florida
$257K -$101K -2,393 -35%
Carson Wealth (CWM LLC)
419
Carson Wealth (CWM LLC)
Nebraska
$257K +$126K +2,996 +110%
CCM
420
Coldstream Capital Management
Washington
$253K +$237K +5,613 New
Dimensional Fund Advisors
421
Dimensional Fund Advisors
Texas
$249K -$2.05M -48,645 -0.9%
ISL
422
Ingalls & Snyder LLC
New York
$247K -$287K -6,810 -55%
CA
423
Cetera Advisors
Colorado
$246K +$231K +5,466 New
CGL
424
Clarius Group LLC
Washington
$243K -$10.9K -258 -5%
GWAG
425
Garrett Wealth Advisory Group
Texas
$241K -$20.6K -488 -8%