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Name Holding Trade Value Shares
Change
Change in
Stake
TA
351
Tectonic Advisors
Texas
$378K +$35.1K +1,055 +14%
DFCM
352
Dark Forest Capital Management
Puerto Rico
$376K -$216K -6,498 -44%
PFGIA
353
Patriot Financial Group Insurance Agency
Massachusetts
$374K +$277K +8,314 New
COCM
354
Charter Oak Capital Management
New Hampshire
$373K -$6.76K -203 -2%
CC
355
Callan Capital
California
$369K +$273K +8,204 New
Carson Wealth (CWM LLC)
356
Carson Wealth (CWM LLC)
Nebraska
$365K -$61.8K -1,858 -19%
WJWM
357
Williams Jones Wealth Management
New York
$362K -$23.6K -709 -8%
MNBTD
358
Moody National Bank Trust Division
Texas
$360K
PAM
359
Panagora Asset Management
Massachusetts
$360K
WCM
360
Winthrop Capital Management
Indiana
$357K
SRC
361
Shufro Rose & Co
New York
$354K
EIM
362
Ervin Investment Management
Washington
$353K -$17.5K -525 -6%
GC
363
Guggenheim Capital
Illinois
$352K +$166 +5 +0.1%
New York State Common Retirement Fund
364
New York State Common Retirement Fund
New York
$351K -$1.37M -41,163 -84%
CW
365
CreativeOne Wealth
Kansas
$348K +$257K +7,733 New
PWM
366
Perigon Wealth Management
California
$348K +$257K +7,733 New
CI
367
Cigna Investments
Connecticut
$346K +$14.2K +428 +6%
YCM
368
Yousif Capital Management
Michigan
$336K
PI
369
PFG Investments
New York
$334K +$2.56K +77 +1%
CA
370
Claro Advisors
Massachusetts
$331K +$245K +7,348 New
AFG
371
Atomi Financial Group
New York
$329K +$244K +7,317 New
SWM
372
Shakespeare Wealth Management
Wisconsin
$327K -$4.23K -127 -2%
SOW
373
State of Wyoming
Wyoming
$324K +$166K +4,988 +225%
OAM
374
Oppenheimer Asset Management
New York
$321K -$2.03K -61 -0.8%
FT
375
Fiduciary Trust
Massachusetts
$319K +$16.6K +500 +8%