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Name Holding Trade Value Shares
Change
Change in
Stake
EWM
426
Evercore Wealth Management
New York
$338K – – –
MAM
427
Meeder Asset Management
Ohio
$337K +$315K +3,593 New
AssetMark Inc
428
AssetMark Inc
California
$334K -$53.6K -612 -15%
BAMG
429
Brand Asset Management Group
Missouri
$330K +$701 +8 +0.2%
CG
430
Colony Group
Massachusetts
$329K +$308K +3,514 New
TI
431
Tidal Investments
Wisconsin
$322K +$29.1K +332 +11%
AWS
432
Atria Wealth Solutions
New York
$321K +$300K +3,423 New
CIA
433
Capital Investment Advisors
Georgia
$319K +$88 +1 +0%
KPWS
434
Kestra Private Wealth Services
Texas
$318K -$184K -2,099 -38%
SS
435
Simplicity Solutions
Minnesota
$317K -$282K -3,216 -49%
AIP
436
Ameritas Investment Partners
Nebraska
$317K – – –
LFG
437
Larson Financial Group
Missouri
$316K -$4.9K -56 -2%
ETI
438
Enterprise Trust & Investment
California
$316K – – –
PWA
439
Physician Wealth Advisors
Utah
$314K – – –
CBT
440
CoreFirst Bank & Trust
Kansas
$313K – – –
OC
441
Oppenheimer & Co
New York
$307K +$8.76K +100 +3%
SB
442
Simmons Bank
Arkansas
$306K – – –
OPS
443
Orion Portfolio Solutions
Nebraska
$305K -$16.8K -192 -6%
TF
444
TRH Financial
Iowa
$305K +$1.4K +16 +0.5%
IC
445
IEQ Capital
California
$305K +$37.7K +430 +15%
Rafferty Asset Management
446
Rafferty Asset Management
New York
$300K -$268K -3,059 -49%
MFS
447
Mirabella Financial Services
United Kingdom
$300K -$49.5K -565 -15%
CAM
448
Cozad Asset Management
Illinois
$300K +$108K +1,229 +62%
PMFA
449
Plante Moran Financial Advisors
Michigan
$295K -$1.23K -14 -0.4%
DSC
450
Duncker Streett & Co
Missouri
$294K – – –