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Name Holding Trade Value Shares
Change
Change in
Stake
PIA
401
Perennial Investment Advisors
California
$645K +$289K +918 +84%
Chevy Chase Trust
402
Chevy Chase Trust
Maryland
$643K
LFM
403
LGT Fund Management
Liechtenstein
$643K +$630K +2,000 New
CW
404
CreativeOne Wealth
Kansas
$629K +$61.7K +196 +11%
CAN
405
Cetera Advisor Networks
California
$625K +$6.3K +20 +1%
FWM
406
Frontier Wealth Management
Missouri
$616K
NFC
407
Northeast Financial Consultants
Connecticut
$591K +$22K +70 +4%
CWA
408
CJM Wealth Advisers
Virginia
$590K +$578K +1,835 New
DFC
409
DB Fitzpatrick & Co
Idaho
$580K +$569K +1,806 New
Brown Advisory
410
Brown Advisory
Maryland
$563K +$71.5K +227 +15%
RG
411
Rathbones Group
United Kingdom
$560K -$26.8K -85 -5%
BRWM
412
B. Riley Wealth Management
Tennessee
$550K +$14.8K +47 +3%
ECM
413
EMC Capital Management
Texas
$546K
TPWA
414
TRUE Private Wealth Advisors
Oregon
$540K
KA
415
Kovack Advisors
Florida
$533K +$91.3K +290 +21%
TSW
416
Thompson Siegel & Walmsley
Virginia
$514K -$315K -1,000 -38%
Canada Pension Plan Investment Board
417
Canada Pension Plan Investment Board
Ontario, Canada
$499K -$5.66M -17,973 -92%
SSWM
418
Sheets Smith Wealth Management
North Carolina
$493K
GFP
419
Gryphon Financial Partners
Ohio
$482K -$157K -500 -25%
FFG
420
Frisch Financial Group
New York
$479K +$26.8K +85 +6%
KPWS
421
Kestra Private Wealth Services
Texas
$477K -$8.5K -27 -2%
BAM
422
Belpointe Asset Management
Nevada
$477K +$80.3K +255 +20%
HIIFS
423
Harel Insurance Investments & Financial Services
Israel
$469K +$440K +1,398 +2,913%
FDCDDQ
424
Federation des caisses Desjardins du Quebec
Quebec, Canada
$463K -$37.5K -119 -8%
WDG
425
Wealth Dimensions Group
Ohio
$461K +$3.15K +10 +0.7%