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Name Holding Trade Value Shares
Change
Change in
Stake
SAI
651
Savvy Advisors Inc
New York
$469K +$28.3K +107 +7%
JG
652
Jain Global
New York
$465K +$456K +1,723 New
PPWP
653
Premier Path Wealth Partners
New Jersey
$464K +$529 +2 +0.1%
IFU
654
iSAM Funds (UK)
United Kingdom
$458K +$449K +1,700 New
BCA
655
Bay Colony Advisors
Massachusetts
$456K -$529 -2 -0.1%
PCH
656
PGIM Custom Harvest
New Jersey
$456K +$6.61K +25 +1%
CCMG
657
Clark Capital Management Group
Pennsylvania
$456K +$447K +1,691 New
TCWA
658
Turtle Creek Wealth Advisors
Texas
$454K +$127K +479 +40%
PI
659
PFG Investments
New York
$447K -$15.9K -60 -3%
PA
660
Profund Advisors
Maryland
$443K +$11.1K +42 +3%
CI
661
Cigna Investments
Connecticut
$435K – – –
GAM
662
Groupama Asset Management
France
$435K – – –
BBI
663
Baxter Bros Inc
Connecticut
$432K – – –
PWG
664
Portside Wealth Group
Utah
$431K +$22.5K +85 +6%
BFG
665
Berger Financial Group
Minnesota
$431K -$529 -2 -0.1%
ASA
666
Axxion S.A.
Luxembourg
$431K +$423K +1,600 New
CIS
667
Continental Investors Services
Washington
$430K – – –
IAA
668
Independent Advisor Alliance
North Carolina
$429K -$793 -3 -0.2%
CI
669
CX Institutional
Indiana
$429K -$4.23K -16 -1%
KWM
670
Keebeck Wealth Management
Illinois
$429K +$112K +423 +36%
MWM
671
Mission Wealth Management
California
$424K +$416K +1,573 New
HP
672
Haven Private
Florida
$423K -$59K -223 -12%
WSCM
673
Wellington Shields Capital Management
New York
$418K – – –
KIA
674
Knollwood Investment Advisory
Maryland
$418K – – –
HFM
675
Harvest Fund Management
China
$413K -$10.6K -40 -3%