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Name Holding Trade Value Shares
Change
Change in
Stake
PWA
301
Provenance Wealth Advisors
Florida
$355K – – –
NRD
302
Nebula Research & Development
New York
$352K -$967K -28,326 -74%
DAS
303
Dynamic Advisor Solutions
Arizona
$348K +$97.4K +2,852 +40%
Acadian Asset Management
304
Acadian Asset Management
Massachusetts
$342K -$284K -8,329 -46%
GT
305
Greenleaf Trust
Michigan
$338K +$332K +9,717 New
NAM
306
NTV Asset Management
West Virginia
$330K -$34.1K -1,000 -10%
SFI
307
SPC Financial Inc
Maryland
$330K – – –
KA
308
KLCM Advisors
Wisconsin
$328K +$683 +20 +0.2%
Fidelity Investments
309
Fidelity Investments
Massachusetts
$324K +$20.4K +596 +7%
NS
310
NBC Securities
Alabama
$323K -$28.2K -825 -8%
HIM
311
Hillsdale Investment Management
Ontario, Canada
$321K -$12K -350 -4%
IB
312
Intrust Bank
Kansas
$318K +$2.32K +68 +0.7%
WF
313
Welch & Forbes
Massachusetts
$314K – – –
ALAM
314
Asahi Life Asset Management
Japan
$313K +$307K +9,000 New
CCG
315
Cypress Capital Group
Florida
$313K +$2.22K +65 +0.7%
HAG
316
HighPoint Advisor Group
Illinois
$312K -$95.8K -2,807 -24%
CAM
317
Cresset Asset Management
Illinois
$309K +$38K +1,112 +15%
LFA
318
Legacy Financial Advisors
Kentucky
$297K +$47.1K +1,378 +19%
FA
319
Fiduciary Alliance
South Carolina
$296K +$290K +8,500 New
DA
320
Detalus Advisors
Missouri
$292K – – –
TRCT
321
Tower Research Capital (TRC)
New York
$292K -$208K -6,085 -42%
FA
322
FDx Advisors
Illinois
$292K +$4.75K +139 +2%
OR
323
Olympiad Research
Connecticut
$291K -$75.9K -2,224 -21%
PCM
324
Prelude Capital Management
New York
$291K -$61.5K -1,800 -18%
Carson Wealth (CWM LLC)
325
Carson Wealth (CWM LLC)
Nebraska
$289K +$32.3K +947 +13%