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Name Holding Trade Value Shares
Change
Change in
Stake
NewEdge Advisors
326
NewEdge Advisors
Louisiana
$415K +$100K +2,189 +34%
KCM
327
Kathmere Capital Management
Pennsylvania
$407K +$55K +1,200 +16%
Walleye Capital
328
Walleye Capital
New York
$406K +$390K +8,513 New
Carson Wealth (CWM LLC)
329
Carson Wealth (CWM LLC)
Nebraska
$406K -$2.75K -60 -0.7%
Vise Technologies
330
Vise Technologies
New York
$406K +$84.4K +1,842 +28%
Mesirow Financial Investment Management
331
Mesirow Financial Investment Management
Illinois
$396K -$6K -131 -2%
J. Safra Sarasin Holding
332
J. Safra Sarasin Holding
$395K +$160K +3,500 +73%
Williams Jones Wealth Management
333
Williams Jones Wealth Management
New York
$394K +$10.1K +221 +3%
CreativeOne Wealth
334
CreativeOne Wealth
Kansas
$392K -$2.2K -48 -0.6%
MNBTD
335
Moody National Bank Trust Division
Texas
$385K +$2.56K +56 +0.7%
COCM
336
Charter Oak Capital Management
New Hampshire
$384K +$504 +11 +0.1%
MGO One Seven
337
MGO One Seven
Ohio
$381K -$6.28K -137 -2%
Stock Yards Bank & Trust
338
Stock Yards Bank & Trust
Kentucky
$381K – – –
WCM
339
Winthrop Capital Management
Indiana
$378K – – –
PI
340
PFG Investments
New York
$377K +$183 +4 +0.1%
M&G plc
341
M&G plc
United Kingdom
$376K -$5.64M -123,052 -94%
Intesa Sanpaolo SpA.
342
Intesa Sanpaolo SpA.
Italy
$373K +$357K +7,800 New
GP
343
Guardian Partners
Canada
$360K +$311K +6,788 New
Kestra Advisory Services
344
Kestra Advisory Services
Texas
$358K -$11.5K -251 -3%
Quadrant Capital Group
345
Quadrant Capital Group
Ohio
$357K +$336K +7,341 +5,028%
CA
346
Claro Advisors
Massachusetts
$353K +$1.51K +33 +0.4%
Steward Partners Investment Advisory
347
Steward Partners Investment Advisory
New York
$350K +$5.13K +112 +2%
SWM
348
Shakespeare Wealth Management
Wisconsin
$347K – – –
Perigon Wealth Management
349
Perigon Wealth Management
California
$344K -$62.6K -1,366 -16%
BFO
350
Biltmore Family Office
North Carolina
$339K +$9.89K +216 +3%