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Name Holding Trade Value Shares
Change
Change in
Stake
WAM
176
Worth Asset Management
Texas
$727K -$4.43K -39 -0.6%
AF
177
Advisornet Financial
Minnesota
$719K -$10K -88 -1%
HA
178
Huntleigh Advisors
Missouri
$705K +$27.2K +239 +4%
MFG
179
Menard Financial Group
Texas
$673K +$7.96K +70 +1%
QCG
180
Quadrant Capital Group
Ohio
$671K +$35.6K +313 +5%
ECM
181
Evergreen Capital Management
Washington
$668K +$5.8K +51 +0.8%
GWP
182
Gen-Wealth Partners
Michigan
$658K +$191K +1,683 +37%
Mitsubishi UFJ Asset Management
183
Mitsubishi UFJ Asset Management
Japan
$637K -$19.6K -172 -3%
HIMC
184
Heritage Investors Management Corp
Maryland
$636K -$3.07K -27 -0.4%
AC
185
Allstate Corporation
Illinois
$635K +$680K +5,984 New
WG
186
Wellington Group
Indiana
$632K +$247K +2,170 +57%
Bank of Montreal
187
Bank of Montreal
Ontario, Canada
$627K +$36.2K +318 +6%
SPIA
188
Steward Partners Investment Advisory
New York
$592K
PWM
189
Pathway Wealth Management
Texas
$574K
Public Employees Retirement Association of Colorado
190
Public Employees Retirement Association of Colorado
Colorado
$568K
FTC
191
Farmers Trust Company
Ohio
$567K
ECM
192
Everence Capital Management
Indiana
$566K -$82.2K -723 -12%
PNC Financial Services Group
193
PNC Financial Services Group
Pennsylvania
$559K +$10.2K +90 +2%
Vanguard Personalized Indexing Management
194
Vanguard Personalized Indexing Management
California
$538K +$154K +1,353 +36%
AIM
195
Aigen Investment Management
New York
$530K +$568K +4,995 New
MFG
196
Merit Financial Group
Georgia
$521K +$796 +7 +0.1%
RBA
197
Richard Bernstein Advisors
New York
$521K +$559K +4,913 New
KAS
198
Kestra Advisory Services
Texas
$518K +$151K +1,328 +37%
X
199
Xponance
Pennsylvania
$484K +$81.4K +716 +19%
RRA
200
Round Rock Advisors
Connecticut
$464K +$7.73K +68 +2%