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Name Holding Trade Value Shares
Change
Change in
Stake
RJFSA
251
Raymond James Financial Services Advisors
Florida
$323K +$4.96K +145 +2%
SW
252
Simplicity Wealth
New Jersey
$319K -$1.64K -48 -0.5%
OR
253
Olympiad Research
Connecticut
$307K -$29.7K -868 -9%
SCM
254
Shelton Capital Management
Colorado
$302K -$15.4K -451 -5%
M&T Bank
255
M&T Bank
New York
$298K +$3.9K +114 +1%
SWS
256
SYSTM Wealth Solutions
Illinois
$298K
Creative Planning
257
Creative Planning
Kansas
$292K +$91.7K +2,682 +46%
TAM
258
Tocqueville Asset Management
New York
$287K
CA
259
Clearstead Advisors
Ohio
$284K +$284K +8,300 New
CHP
260
Cable Hill Partners
Oregon
$271K +$271K +7,921 New
HighTower Advisors
261
HighTower Advisors
Illinois
$270K +$16.9K +494 +7%
OSAM
262
O'Shaughnessy Asset Management
Connecticut
$269K +$48.8K +1,427 +22%
SRL
263
Scientech Research LLC
New Jersey
$269K +$269K +7,866 New
EI
264
Ellevest Inc
New York
$260K +$34.5K +1,010 +15%
SAM
265
Storebrand Asset Management
Norway
$252K
GC
266
Globeflex Capital
California
$249K
Capstone Investment Advisors
267
Capstone Investment Advisors
New York
$248K +$248K +7,256 New
CTC
268
Cetera Trust Company
Minnesota
$244K
Carson Wealth (CWM LLC)
269
Carson Wealth (CWM LLC)
Nebraska
$238K +$116K +3,397 +95%
FTWA
270
Fifth Third Wealth Advisors
Ohio
$229K +$229K +6,692 New
MF
271
Magnetar Financial
Illinois
$228K +$228K +6,672 New
GL
272
Graypoint LLC
New York
$226K -$650 -19 -0.3%
XT
273
XTX Topco
Cayman Islands
$224K +$224K +6,543 New
GIA
274
Guyasuta Investment Advisors
Pennsylvania
$223K
PA
275
Profund Advisors
Maryland
$219K -$78.9K -2,309 -27%