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Name Holding Trade Value Shares
Change
Change in
Stake
VFA
676
Valeo Financial Advisors
Indiana
$452K +$51.3K +938 +12%
CA
677
CSM Advisors
Pennsylvania
$451K
NRA
678
NSI Retail Advisors
Pennsylvania
$451K
SW
679
SkyOak Wealth
Michigan
$450K +$55 +1 +0%
HB
680
Homrich & Berg
Georgia
$450K +$12.1K +222 +3%
PA
681
Profund Advisors
Maryland
$447K -$36.2K -662 -7%
JIP
682
Jaffetilchin Investment Partners
Florida
$447K
ME
683
McIlrath & Eck
Washington
$446K -$72.1K -1,318 -13%
BFS
684
Bradley Foster & Sargent
Connecticut
$446K
CWM
685
Chesapeake Wealth Management
Virginia
$444K -$41.3K -755 -8%
HIA
686
Harbor Investment Advisory
Maryland
$441K -$5.74K -105 -1%
Walleye Trading
687
Walleye Trading
New York
$441K +$395K +7,231 +592%
BOTW
688
Bank of the West
California
$440K
EF
689
Empirical Finance
Pennsylvania
$440K +$24K +439 +5%
CSA
690
Cottage Street Advisors
Massachusetts
$436K -$1.37K -25 -0.3%
CI
691
Conning Inc
Connecticut
$434K -$33.3K -610 -7%
CCP
692
Corient Capital Partners
California
$431K -$18.3K -334 -4%
KA
693
Kintegral Advisory
New York
$430K
CM
694
Columbus Macro
Pennsylvania
$429K -$8.2K -150 -2%
SNT
695
Security National Trust
West Virginia
$418K
MMG
696
Monetary Management Group
Missouri
$417K -$10.9K -200 -2%
CTA
697
Chesley Taft & Associates
Illinois
$417K
RPC
698
Rossmore Private Capital
Connecticut
$417K
Federated Hermes
699
Federated Hermes
Pennsylvania
$413K -$54.2K -991 -11%
TRCT
700
Tower Research Capital (TRC)
New York
$412K -$364K -6,651 -46%