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Name Holding Trade Value Shares
Change
Change in
Stake
Rockefeller Capital Management
376
Rockefeller Capital Management
New York
$341K +$30.1K +221 +10%
WCA
377
Waratah Capital Advisors
Ontario, Canada
$331K -$13.7M -100,920 -98%
PS
378
Principal Securities
Iowa
$330K -$73.4K -539 -18%
AI
379
Atria Investments
North Carolina
$327K +$110K +809 +51%
TPA
380
Trivium Point Advisory
Connecticut
$325K -$120K -881 -27%
PAG
381
Private Advisor Group
New Jersey
$319K +$1.5K +11 +0.5%
WJWM
382
Williams Jones Wealth Management
New York
$316K
AFG
383
Atomi Financial Group
New York
$315K +$35.1K +258 +13%
KeyBank National Association
384
KeyBank National Association
Ohio
$313K +$56.1K +412 +22%
NW
385
NewEdge Wealth
Pennsylvania
$309K +$75.7K +556 +32%
FFM
386
Forum Financial Management
Illinois
$301K
ASG
387
Ariston Services Group
California
$299K
PCA
388
Pallas Capital Advisors
Massachusetts
$285K +$409 +3 +0.1%
EP
389
Edgestream Partners
New Jersey
$283K +$284K +2,085 New
LNWTC
390
Laird Norton Wetherby Trust Company
Washington
$281K +$282K +2,069 New
SA
391
Sanctuary Advisors
Indiana
$279K +$45.4K +333 +19%
First Manhattan
392
First Manhattan
New York
$276K
SI
393
Seeds Investor
New York
$274K +$275K +2,019 New
CCWM
394
Cassaday & Co Wealth Management
Virginia
$272K
SC
395
Syon Capital
California
$266K +$3.41K +25 +1%
WPC
396
Wedmont Private Capital
Pennsylvania
$262K -$69.2K -508 -22%
Canada Pension Plan Investment Board
397
Canada Pension Plan Investment Board
Ontario, Canada
$258K +$259K +1,900 New
SCA
398
Snowden Capital Advisors
New York
$257K -$27K -198 -9%
Lido Advisors
399
Lido Advisors
California
$256K +$45K +330 +20%
MFAM
400
Motley Fool Asset Management
Virginia
$253K -$7.76K -57 -3%