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Name Holding Trade Value Shares
Change
Change in
Stake
SC
551
Savant Capital
Illinois
$631K +$22.9K +150 +4%
QI
552
Qtron Investments
Massachusetts
$625K
SP
553
Symmetry Partners
Connecticut
$622K -$46.3K -304 -7%
KLC
554
Knowledge Leaders Capital
Colorado
$622K -$54.4K -357 -9%
BP
555
Ballentine Partners
Massachusetts
$619K -$1.83K -12 -0.3%
FCBT
556
First Citizens Bank & Trust
North Carolina
$619K -$22.9K -150 -4%
NIMI
557
Natixis Investment Managers International
France
$606K -$339K -2,225 -38%
MWM
558
MorganRosel Wealth Management
Colorado
$603K -$145K -952 -21%
AFWM
559
AMJ Financial Wealth Management
Virginia
$602K -$311K -2,038 -36%
Carson Wealth (CWM LLC)
560
Carson Wealth (CWM LLC)
Nebraska
$602K -$33.8K -222 -6%
DFCM
561
Dark Forest Capital Management
Puerto Rico
$590K -$1.48M -9,690 -73%
BC
562
Bridgefront Capital
Texas
$588K +$543K +3,564 New
MSFS
563
Main Street Financial Solutions
Pennsylvania
$583K -$8.99K -59 -2%
SIA
564
Strategic Investment Advisors
Michigan
$580K -$7.32K -48 -1%
WTC
565
WhitTier Trust Company
Nevada
$563K -$19.1K -125 -4%
CA
566
Clearstead Advisors
Ohio
$557K +$70K +459 +16%
CWM
567
Connecticut Wealth Management
Connecticut
$548K -$10.4K -68 -2%
NIM
568
NEOS Investment Management
Connecticut
$537K +$155K +1,014 +45%
AA
569
AlphaMark Advisors
Kentucky
$534K -$8.99K -59 -2%
VWM
570
Venturi Wealth Management
Texas
$528K +$13K +85 +3%
EA
571
Everpar Advisors
Oklahoma
$528K +$488K +3,201 New
Jones Financial Companies
572
Jones Financial Companies
Missouri
$526K +$132K +864 +37%
CNBT
573
Canandaigua National Bank & Trust
New York
$525K
CCIA
574
Campbell & Co Investment Adviser
Maryland
$521K -$10.2K -67 -2%
HI
575
Horizon Investments
North Carolina
$519K +$5.03K +33 +1%