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Name Holding Trade Value Shares
Change
Change in
Stake
HNB
701
Huntington National Bank
Ohio
$348K -$1.55K -6 -0.4%
OPS
702
Orion Portfolio Solutions
Nebraska
$345K -$4.39K -17 -1%
PFBT
703
Parkside Financial Bank & Trust
Missouri
$345K +$3.35K +13 +0.9%
ACG
704
Allen Capital Group
Nebraska
$345K +$363K +1,408 New
CPC
705
Congress Park Capital
New York
$343K +$361K +1,400 New
EP
706
Eudaimonia Partners
Tennessee
$341K +$3.35K +13 +0.9%
FTDI
707
First Trust Direct Indexing
Massachusetts
$339K +$357K +1,384 New
RCS
708
Retirement Capital Strategies
California
$338K
AC
709
Alexandria Capital
Virginia
$338K +$516 +2 +0.1%
AA
710
Ancora Advisors
Ohio
$336K -$11.6K -45 -3%
GC
711
Grace Capital
Massachusetts
$331K
BTW
712
Boston Trust Walden
Massachusetts
$330K +$5.16K +20 +2%
WANY
713
Wealthspire Advisors (New York)
New York
$330K +$12.4K +48 +4%
MFA
714
Mayflower Financial Advisors
Massachusetts
$330K +$347K +1,347 New
IAA
715
Independent Advisor Alliance
North Carolina
$324K +$97.3K +377 +40%
PF
716
Phoenix Financial
Israel
$323K -$1.91M -7,416 -85%
AWE
717
Avidian Wealth Enterprises
Texas
$322K +$339K +1,315 New
AIA
718
Avalon Investment & Advisory
Texas
$321K +$17.8K +69 +6%
CT
719
Caldwell Trust
Florida
$320K -$5.93K -23 -2%
TCM
720
Tributary Capital Management
Nebraska
$320K -$11.6K -45 -3%
SWA
721
Stratos Wealth Advisors
Ohio
$320K +$109K +422 +48%
SIA
722
SkyView Investment Advisors
New Jersey
$320K +$337K +1,306 New
NSAM
723
North Star Asset Management
Wisconsin
$318K -$51.6K -200 -13%
LP
724
LGL Partners
Pennsylvania
$317K
Verition Fund Management
725
Verition Fund Management
Connecticut
$317K +$334K +1,295 New