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Name Holding Trade Value Shares
Change
Change in
Stake
US Bancorp
301
US Bancorp
Minnesota
$509K +$81.5K +2,112 +18%
NAS
302
NWF Advisory Services
California
$509K -$19.3K -500 -4%
WLG
303
Williamson Legacy Group
Indiana
$506K +$524K +13,571 New
SH
304
SLT Holdings
Arizona
$504K -$38.6K -1,000 -7%
MSRPS
305
Maryland State Retirement & Pension System
Maryland
$504K +$521K +13,499 New
SG
306
StoneX Group
New York
$499K +$448K +11,606 New
Envestnet Asset Management
307
Envestnet Asset Management
Illinois
$497K +$23K +596 +5%
URS
308
Utah Retirement Systems
Utah
$496K +$513K +13,289 New
Mitsubishi UFJ Trust & Banking
309
Mitsubishi UFJ Trust & Banking
Japan
$487K +$504K +13,061 New
AWM
310
Activest Wealth Management
Florida
$485K +$270K +7,000 +117%
CRI
311
Colonial River Investments
Virginia
$479K +$495K +12,836 New
Truist Financial
312
Truist Financial
North Carolina
$475K +$492K +12,745 New
Ensign Peak Advisors
313
Ensign Peak Advisors
Utah
$474K -$118K -3,050 -19%
AFP
314
Ausdal Financial Partners
Iowa
$458K +$474K +12,284 New
IWC
315
Integrated Wealth Concepts
Massachusetts
$449K +$464K +12,031 New
Connor, Clark & Lunn Investment Management (CC&L)
316
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$449K +$464K +12,025 New
EI
317
EFG International
$448K +$463K +12,000 New
VWA
318
Visionary Wealth Advisors
Illinois
$447K -$29.2K -756 -6%
DnB Asset Management
319
DnB Asset Management
Norway
$446K
Fisher Asset Management
320
Fisher Asset Management
Washington
$443K -$56.3K -1,460 -11%
IQI
321
Integrated Quantitative Investments
Washington
$443K +$94.4K +2,447 +26%
VFA
322
Valeo Financial Advisors
Indiana
$432K -$3.74K -97 -0.8%
AB
323
Amalgamated Bank
New York
$429K +$444K +11,512 New
CW
324
CreativeOne Wealth
Kansas
$425K +$440K +11,395 New
FAM
325
Fulcrum Asset Management
United Kingdom
$425K +$434K +11,242 New