Name Holding Trade Value Shares
Change
Change in
Stake
UOTTAIMCU
826
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$980K -$603K -4,625 -37%
AFG
827
Atomi Financial Group
New York
$967K -$18K -138 -2%
BWM
828
BKM Wealth Management
Wisconsin
$965K -$37.6K -288 -4%
TRCT
829
Tower Research Capital (TRC)
New York
$960K -$286K -2,196 -22%
WANY
830
Wealthspire Advisors (New York)
New York
$956K +$268K +2,053 +37%
OAM
831
Ostrum Asset Management
France
$955K -$106K -815 -10%
FAM
832
Fred Alger Management
New York
$953K -$11.9K -91 -1%
KAS
833
KPP Advisory Services
Kentucky
$952K +$35.5K +272 +4%
CAG
834
Cypress Advisory Group
Arizona
$951K +$986K +7,560 New
TCWA
835
Turtle Creek Wealth Advisors
Texas
$948K +$113K +864 +13%
TE
836
Tema ETFs
New York
$946K +$29.6K +227 +3%
RGF
837
Retirement Guys Formula
Ohio
$946K +$102K +785 +12%
PPA
838
Pilgrim Partners Asia
Singapore
$944K +$931K +7,140 +1,983%
FBT
839
First Bankers Trust
Kentucky
$943K -$1.47M -11,272 -60%
AT
840
AMF Tjänstepension
Sweden
$941K – – –
CLA
841
Carnegie Lake Advisors
New Jersey
$934K -$130K -1,000 -12%
SRIM
842
Saratoga Research & Investment Management
California
$931K -$13.4M -102,618 -93%
USCWA
843
U.S. Capital Wealth Advisors
Texas
$930K +$636K +4,873 +193%
CT
844
Colonial Trust
South Carolina
$914K -$353K -2,710 -27%
FTWA
845
Fifth Third Wealth Advisors
Ohio
$913K -$712K -5,459 -43%
TPW
846
Transatlantique Private Wealth
New York
$911K +$30.5K +234 +3%
NHT
847
New Hampshire Trust
New Hampshire
$905K -$403K -3,091 -30%
TW
848
ticino wealth
California
$903K +$936K +7,174 New
SB
849
Simmons Bank
Arkansas
$896K -$29.1K -223 -3%
JRPIM
850
Journey Retirement Planning & Investment Management
Idaho
$895K +$928K +7,112 New