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Name Holding Trade Value Shares
Change
Change in
Stake
Corient Private Wealth
226
Corient Private Wealth
Florida
$346K -$56K -5,912 -13%
FCM
227
Fieldview Capital Management
Michigan
$342K -$32K -3,377 -8%
Bank of Montreal
228
Bank of Montreal
Ontario, Canada
$324K +$37.9K +3,999 +12%
MOACM
229
Mutual of America Capital Management
New York
$318K +$435 +46 +0.1%
SLAM
230
Swiss Life Asset Management
$314K +$9.26K +978 +3%
Public Employees Retirement Association of Colorado
231
Public Employees Retirement Association of Colorado
Colorado
$313K – – –
Simplex Trading
232
Simplex Trading
Illinois
$311K -$1.49M -157,901 -82%
SA
233
Sanctuary Advisors
Indiana
$311K +$337K +35,619 New
LP
234
LMR Partners
United Kingdom
$302K +$254K +26,882 +346%
CA
235
Clearstead Advisors
Ohio
$301K – – –
Creative Planning
236
Creative Planning
Kansas
$295K +$30.4K +3,213 +10%
SS
237
SBI Securities
Japan
$288K +$47.1K +4,979 +18%
MAS
238
MPWM Advisory Solutions
Georgia
$284K +$1.88K +199 +0.6%
Vontobel Holding
239
Vontobel Holding
Switzerland
$280K +$88.8K +9,385 +41%
Neuberger Berman Group
240
Neuberger Berman Group
New York
$280K +$96.6K +10,201 +47%
OWA
241
Outlook Wealth Advisors
Texas
$280K +$1.7K +180 +0.6%
PWA
242
Provenance Wealth Advisors
Florida
$279K – – –
RIG
243
RiverFront Investment Group
Virginia
$274K +$25.7K +2,713 +9%
BC
244
Burney Company
Virginia
$274K +$191K +20,171 +180%
CIBC Asset Management
245
CIBC Asset Management
Ontario, Canada
$270K -$7.85K -829 -3%
CWA
246
Carolina Wealth Advisors
South Carolina
$261K +$283K +29,940 New
TI
247
Tidal Investments
Wisconsin
$260K -$440K -46,516 -61%
JF
248
JMN Financial
Ohio
$257K -$18.2K -1,923 -6%
HFS
249
Hantz Financial Services
Michigan
$248K -$13.5K -1,430 -5%
RA
250
Ritter Alpha
New York
$248K +$269K +28,398 New