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Name Holding Trade Value Shares
Change
Change in
Stake
M&T Bank
401
M&T Bank
New York
$653K +$13.5K +43 +2%
APA
402
American Portfolios Advisors
New York
$649K +$191K +606 +43%
PIA
403
Perennial Investment Advisors
California
$645K +$289K +918 +84%
Chevy Chase Trust
404
Chevy Chase Trust
Maryland
$643K – – –
LFM
405
LGT Fund Management
Liechtenstein
$643K +$630K +2,000 New
CW
406
CreativeOne Wealth
Kansas
$629K +$61.7K +196 +11%
CAN
407
Cetera Advisor Networks
California
$625K +$6.3K +20 +1%
FWM
408
Frontier Wealth Management
Missouri
$616K – – –
NFC
409
Northeast Financial Consultants
Connecticut
$591K +$22K +70 +4%
CWA
410
CJM Wealth Advisers
Virginia
$590K +$578K +1,835 New
DFC
411
DB Fitzpatrick & Co
Idaho
$580K +$569K +1,806 New
Brown Advisory
412
Brown Advisory
Maryland
$563K +$71.5K +227 +15%
RG
413
Rathbones Group
United Kingdom
$560K -$26.8K -85 -5%
BRWM
414
B. Riley Wealth Management
Tennessee
$550K +$14.8K +47 +3%
ECM
415
EMC Capital Management
Texas
$546K – – –
TPWA
416
TRUE Private Wealth Advisors
Oregon
$540K – – –
KA
417
Kovack Advisors
Florida
$533K +$91.3K +290 +21%
TSW
418
Thompson Siegel & Walmsley
Virginia
$514K -$315K -1,000 -38%
Canada Pension Plan Investment Board
419
Canada Pension Plan Investment Board
Ontario, Canada
$499K -$5.66M -17,973 -92%
SSWM
420
Sheets Smith Wealth Management
North Carolina
$493K – – –
GFP
421
Gryphon Financial Partners
Ohio
$482K -$157K -500 -25%
FFG
422
Frisch Financial Group
New York
$479K +$26.8K +85 +6%
KPWS
423
Kestra Private Wealth Services
Texas
$477K -$8.5K -27 -2%
BAM
424
Belpointe Asset Management
Nevada
$477K +$80.3K +255 +20%
HIIFS
425
Harel Insurance Investments & Financial Services
Israel
$469K +$440K +1,398 +2,913%