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Name Holding Trade Value Shares
Change
Change in
Stake
PR
451
Payden & Rygel
California
$200K – – –
SIM
452
Sentry Investment Management
Wisconsin
$195K – – –
SIA
453
Sit Investment Associates
Minnesota
$195K – – –
MAM
454
Meeder Asset Management
Ohio
$193K +$19.1K +228 +10%
PFBT
455
Parkside Financial Bank & Trust
Missouri
$191K +$12.4K +148 +7%
SWM
456
Spire Wealth Management
Virginia
$188K -$29.8K -356 -13%
BFEC
457
Benjamin F. Edwards & Company
Missouri
$186K -$6.45K -77 -3%
CFO
458
CVA Family Office
Colorado
$185K – – –
Bank Julius Baer & Co
459
Bank Julius Baer & Co
Switzerland
$172K -$335 -4 -0.2%
SSC
460
Syverson Strege & Co
Iowa
$170K +$502 +6 +0.3%
QCG
461
Quadrant Capital Group
Ohio
$163K +$8.04K +96 +5%
AF
462
Advisornet Financial
Minnesota
$162K +$167 +2 +0.1%
CA
463
Clearstead Advisors
Ohio
$161K +$1.42K +17 +0.9%
CAM
464
Cozad Asset Management
Illinois
$157K +$165K +1,967 New
SC
465
Steph & Co
Wisconsin
$155K – – –
WT
466
Whittier Trust
California
$152K +$6.28K +75 +4%
HI
467
Harbour Investments
Wisconsin
$145K – – –
MMG
468
Monetary Management Group
Missouri
$141K – – –
BWM
469
BerganKDV Wealth Management
Minnesota
$140K – – –
SWM
470
Selective Wealth Management
Virginia
$138K +$60.7K +725 +73%
HPC
471
HM Payson & Co
Maine
$126K – – –
BAM
472
Belpointe Asset Management
Nevada
$125K – – –
DMBA
473
Deseret Mutual Benefit Administrators
Utah
$113K +$118K +1,409 New
CI Investments Inc
474
CI Investments Inc
Ontario, Canada
$107K -$3.01K -36 -3%
HFS
475
Hantz Financial Services
Michigan
$107K +$14.7K +175 +15%