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Name Holding Trade Value Shares
Change
Change in
Stake
QL
876
Quarry LP
New York
$266K +$131K +538 +94%
MS
877
Maven Securities
Jersey
$265K -$1.39M -5,706 -84%
LSA
878
Lion Street Advisors
Texas
$265K +$269K +1,103 New
KMWM
879
Keudell/Morrison Wealth Management
Oregon
$261K -$17.8K -73 -6%
KeyBank National Association
880
KeyBank National Association
Ohio
$258K -$20.7K -85 -7%
GPA
881
Guerra Pan Advisors
New Jersey
$258K
PCM
882
Polymer Capital Management
New York
$256K +$259K +1,065 New
CCM
883
Cohen Capital Management
California
$255K
LFA
884
Legacy Financial Advisors
Kentucky
$254K +$244 +1 +0.1%
IFA
885
Index Fund Advisors
California
$253K +$257K +1,055 New
WANY
886
Wealthspire Advisors (New York)
New York
$252K -$98.9K -406 -28%
OWA
887
Opal Wealth Advisors
New York
$251K +$4.38K +18 +2%
MPM
888
MBB Public Markets
Illinois
$248K -$58K -238 -19%
MK
889
MASTERINVEST Kapitalanlage
$247K +$251K +1,031 New
BAM
890
Bayshore Asset Management
Florida
$244K
AWM
891
Abound Wealth Management
Tennessee
$243K -$24.8K -102 -9%
IC
892
Iconiq Capital
California
$242K -$89.9K -369 -27%
AA
893
Alta Advisers
United Kingdom
$242K
OFS
894
OneAscent Financial Services
Alabama
$241K -$57K -234 -19%
FCBT
895
First Citizens Bank & Trust
North Carolina
$241K -$26.6K -109 -10%
ACI
896
Alpha Cubed Investments
California
$240K
CI
897
Corient IA
Florida
$240K
PWP
898
Perfromance Wealth Partners
Illinois
$240K
RFO
899
RiverGlades Family Offices
Florida
$240K
AWM
900
Arista Wealth Management
Nevada
$240K +$244K +1,000 New