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Name Holding Trade Value Shares
Change
Change in
Stake
CI
476
Conning Inc
Connecticut
$220K +$208K +2,473 New
Federated Hermes
477
Federated Hermes
Pennsylvania
$218K -$53.5K -636 -21%
MW
478
Marcum Wealth
Ohio
$217K -$6.13K -73 -3%
CFO
479
CVA Family Office
Colorado
$217K +$840 +10 +0.4%
FIA
480
Foundations Investment Advisors
Arizona
$216K +$204K +2,427 New
FFM
481
Forum Financial Management
Illinois
$215K +$203K +2,420 New
Brown Advisory
482
Brown Advisory
Maryland
$214K -$61.2K -728 -23%
SG Americas Securities
483
SG Americas Securities
New York
$214K -$1.08M -12,836 -84%
KNFPWM
484
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$213K +$202K +2,400 New
MFG
485
Magnus Financial Group
New York
$213K +$201K +2,395 New
BPC
486
Banque Pictet & Cie
Switzerland
$212K +$201K +2,386 New
PFM
487
Patton Fund Management
Texas
$211K +$199K +2,373 New
SC
488
Steph & Co
Wisconsin
$210K – – –
FT
489
Fiduciary Trust
Massachusetts
$209K +$197K +2,348 New
FNT
490
First National Trust
Pennsylvania
$208K +$197K +2,340 New
SFI
491
Siemens Fonds Invest
Germany
$207K -$27.9K -332 -12%
RBC
492
Romano Brothers & Co
Illinois
$207K +$196K +2,331 New
FAM
493
Formidable Asset Management
Ohio
$205K -$168K -2,000 -46%
WWP
494
WR Wealth Planners
Missouri
$203K +$127K +1,514 +196%
MMG
495
Monetary Management Group
Missouri
$201K – – –
CA
496
Clearstead Advisors
Ohio
$201K +$190K +2,255 New
MC
497
Moors & Cabot
Massachusetts
$200K +$189K +2,249 New
Jones Financial Companies
498
Jones Financial Companies
Missouri
$200K +$10.5K +125 +6%
AF
499
Advisornet Financial
Minnesota
$198K +$12.9K +154 +7%
SSC
500
Syverson Strege & Co
Iowa
$192K – – –