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Name Holding Trade Value Shares
Change
Change in
Stake
Caprock Group
476
Caprock Group
Idaho
$346K +$5.78K +52 +2%
Kestra Advisory Services
477
Kestra Advisory Services
Texas
$344K +$292K +2,632 New
BMCM
478
Burns Matteson Capital Management
New York
$341K +$291K +2,620 New
Cerity Partners
479
Cerity Partners
New York
$335K +$286K +2,575 New
Rafferty Asset Management
480
Rafferty Asset Management
New York
$334K -$65.1K -586 -19%
Synovus Financial
481
Synovus Financial
Georgia
$331K – – –
NCM
482
Neumann Capital Management
California
$315K – – –
MFG
483
MidWestOne Financial Group
Iowa
$313K – – –
Laird Norton Wetherby Wealth Management
484
Laird Norton Wetherby Wealth Management
California
$311K +$12.6K +113 +5%
SWM
485
SeaCrest Wealth Management
New York
$311K +$266K +2,390 New
Fidelity International
486
Fidelity International
Bermuda
$310K +$149K +1,343 +129%
Lincoln National Corp
487
Lincoln National Corp
Pennsylvania
$306K -$74.5K -671 -22%
MIM
488
Marco Investment Management
Georgia
$300K – – –
PWPS
489
Pinnacle Wealth Planning Services
Ohio
$299K +$6.55K +59 +3%
RWA
490
Ropes Wealth Advisors
Massachusetts
$293K +$5.78K +52 +2%
PIM
491
Perpetual Investment Management
Australia
$291K +$247K +2,224 New
SAM
492
Seelaus Asset Management
New Jersey
$289K – – –
MBT
493
Montecito Bank & Trust
California
$288K -$17.4K -157 -7%
OPA
494
Old Port Advisors
Maine
$285K +$244K +2,200 New
LMR Partners
495
LMR Partners
United Kingdom
$284K +$242K +2,178 New
MFG
496
Menard Financial Group
Texas
$284K +$242K +2,179 New
MGO One Seven
497
MGO One Seven
Ohio
$279K +$238K +2,145 New
LSAG
498
Lake Street Advisors Group
New Hampshire
$278K +$237K +2,130 New
Northwestern Mutual Wealth Management
499
Northwestern Mutual Wealth Management
Wisconsin
$275K -$35K -315 -13%
SB
500
Strategic Blueprint
Georgia
$273K -$436K -3,928 -65%