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Name Holding Trade Value Shares
Change
Change in
Stake
Wellington Management Group
351
Wellington Management Group
Massachusetts
$209K -$145K -4,352 -40%
GAM
352
Garrison Asset Management
Arkansas
$207K
Koshinski Asset Management
353
Koshinski Asset Management
Illinois
$205K +$216K +6,489 New
VFA
354
Valeo Financial Advisors
Indiana
$204K -$14K -420 -6%
TI
355
Tidal Investments
Wisconsin
$202K +$208K +6,251 New
ONST
356
Old North State Trust
North Carolina
$201K
SLI
357
Sumitomo Life Insurance
Japan
$195K +$200K +6,013 New
PFBT
358
Parkside Financial Bank & Trust
Missouri
$194K +$6.1K +183 +3%
Lazard Asset Management
359
Lazard Asset Management
New York
$194K +$200K +6,000 New
PS
360
Principal Securities
Iowa
$187K +$2.93K +88 +2%
HNB
361
Huntington National Bank
Ohio
$178K -$65.1K -1,954 -26%
CIBC Private Wealth Group
362
CIBC Private Wealth Group
Georgia
$176K -$87.6K -2,629 -32%
SPIA
363
Steward Partners Investment Advisory
New York
$175K +$267 +8 +0.1%
VSQM
364
V-Square Quantitative Management
Illinois
$169K
SWS
365
SYSTM Wealth Solutions
Illinois
$167K -$55.2K -1,655 -24%
DZ Bank
366
DZ Bank
Germany
$167K -$644K -19,308 -79%
FFA
367
Farther Finance Advisors
California
$158K +$145K +4,362 +779%
GBT
368
Grove Bank & Trust
Florida
$152K -$40.2K -1,206 -20%
OP
369
ORG Partners
Indiana
$147K +$152K +4,573 New
CF
370
Centaurus Financial
California
$145K +$2.23K +67 +2%
HT
371
Headlands Technologies
Illinois
$139K -$278K -8,325 -66%
CT
372
Colonial Trust
South Carolina
$138K +$3.53K +106 +3%
RhumbLine Advisers
373
RhumbLine Advisers
Massachusetts
$122K -$67 -2 -0.1%
IWA
374
Icon Wealth Advisors
Texas
$105K -$44.8K -1,344 -30%
FHA
375
First Horizon Advisors
Tennessee
$90.9K +$7.5K +225 +9%