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Name Holding Trade Value Shares
Change
Change in
Stake
SFA
476
Sequoia Financial Advisors
Ohio
$358K -$8.94K -128 -3%
IFU
477
iSAM Funds (UK)
United Kingdom
$354K +$344K +4,921 New
RPCONE
478
Retirement Planning Company of New England
Rhode Island
$352K +$341K +4,885 New
AI
479
Atria Investments
North Carolina
$350K -$439K -6,280 -56%
VI
480
Vestcor Inc
New Brunswick, Canada
$348K
FTDI
481
First Trust Direct Indexing
Massachusetts
$344K -$18.2K -260 -5%
GI
482
GAMCO Investors
Connecticut
$343K +$21.4K +306 +7%
SAM
483
Smartleaf Asset Management
Massachusetts
$336K +$60.1K +861 +24%
FHA
484
First Horizon Advisors
Tennessee
$334K +$15.2K +218 +5%
FT
485
Fiduciary Trust
Massachusetts
$331K -$348K -4,977 -52%
FA
486
Fortis Advisors
Pennsylvania
$329K
OSAM
487
O'Shaughnessy Asset Management
Connecticut
$327K -$53.6K -768 -14%
MC
488
Montag & Caldwell
Georgia
$323K +$314K +4,491 New
1IA
489
1834 Investment Advisors
Wisconsin
$323K +$19.3K +276 +7%
GRP
490
Global Retirement Partners
California
$317K -$4.05K -58 -1%
SWP
491
Stratos Wealth Partners
Ohio
$310K -$621K -8,899 -67%
YMRC
492
Yorktown Management & Research Company
Virginia
$310K +$300K +4,300 New
OC
493
Oppenheimer & Co
New York
$309K -$318K -4,549 -51%
STA
494
Summit Trail Advisors
New York
$308K +$9.85K +141 +3%
EFS
495
Essex Financial Services
Connecticut
$307K +$2.1K +30 +0.7%
GAM
496
Groupama Asset Management
France
$305K +$7.26K +104 +2%
SWK
497
Stephen W. Kidder
$300K -$848K -12,140 -74%
MPM
498
MBB Public Markets
Illinois
$298K -$1.15M -16,465 -80%
TPCW
499
TD Private Client Wealth
New York
$296K -$9.22K -132 -3%
NA
500
NewEdge Advisors
Louisiana
$296K +$78.1K +1,118 +37%