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Name Holding Trade Value Shares
Change
Change in
Stake
KWM
451
Kingsview Wealth Management
Oregon
$315K
BF
452
BOK Financial
Oklahoma
$310K -$756K -7,405 -71%
SQA
453
Simon Quick Advisors
New Jersey
$309K +$312K +3,060 New
Axa
454
Axa
France
$304K +$33.2K +325 +12%
FTDI
455
First Trust Direct Indexing
Massachusetts
$303K +$48.3K +473 +19%
Walleye Capital
456
Walleye Capital
New York
$303K +$306K +3,001 New
CT
457
Coastline Trust
Rhode Island
$303K
CFP
458
Catalyst Financial Partners
Massachusetts
$303K +$1.43K +14 +0.5%
GT
459
Greenleaf Trust
Michigan
$298K +$3.47K +34 +1%
EWM
460
Evercore Wealth Management
New York
$296K -$27.4K -268 -8%
WJWM
461
Williams Jones Wealth Management
New York
$294K
EP
462
Edgestream Partners
New Jersey
$292K +$295K +2,890 New
IAIM
463
Industrial Alliance Investment Management
Quebec, Canada
$291K -$690K -6,755 -70%
PGIM
464
Pacific Global Investment Management
California
$286K -$4.39K -43 -1%
AC
465
ASB Consultores
Florida
$284K -$89.3K -875 -24%
BAM
466
Belpointe Asset Management
Nevada
$283K +$237K +2,325 +491%
Credit Agricole
467
Credit Agricole
France
$282K -$88K -862 -24%
DCM
468
Dupont Capital Management
Delaware
$281K +$284K +2,779 New
OTPPB
469
Ontario Teachers' Pension Plan Board
Ontario, Canada
$279K +$48.7K +477 +21%
Vontobel Holding
470
Vontobel Holding
Switzerland
$275K +$12.5K +122 +5%
QT
471
Quantamental Technologies
New York
$273K +$276K +2,700 New
AAS
472
Avantax Advisory Services
Texas
$271K -$10.7K -105 -4%
HAM
473
Hedges Asset Management
Nevada
$263K -$15.3K -150 -5%
CS
474
Comerica Securities
Michigan
$262K -$12.7K -124 -5%
RC
475
Roundview Capital
New Jersey
$261K