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Name Holding Trade Value Shares
Change
Change in
Stake
EIP
251
Epoch Investment Partners
New York
$309K +$38.2K +1,179 +12%
AG
252
Algert Global
California
$307K +$342K +10,574 New
VVP
253
Venture Visionary Partners
Ohio
$304K -$37.8K -1,168 -10%
FCA
254
FinTrust Capital Advisors
South Carolina
$303K +$1.42K +44 +0.4%
BCM
255
Bluefin Capital Management
New York
$289K +$322K +9,950 New
BONH
256
Bank of New Hampshire
New Hampshire
$287K
Baird Financial Group
257
Baird Financial Group
Wisconsin
$285K +$31.1K +962 +11%
SPC
258
Sigma Planning Corp
Michigan
$284K -$25.7K -794 -8%
Impax Asset Management Group
259
Impax Asset Management Group
United Kingdom
$283K
IWC
260
Integrated Wealth Concepts
Massachusetts
$281K +$313K +9,671 New
CB
261
Commerce Bank
Missouri
$278K +$35.1K +1,084 +13%
NFG
262
Next Financial Group
Texas
$266K -$72.5K -2,239 -20%
Neuberger Berman Group
263
Neuberger Berman Group
New York
$259K -$24.3K -751 -8%
WAM
264
World Asset Management
Michigan
$251K -$10.8K -334 -4%
II
265
Inspire Investing
Idaho
$249K -$235K -7,260 -46%
URS
266
Utah Retirement Systems
Utah
$248K
US Bancorp
267
US Bancorp
Minnesota
$246K +$2.72K +84 +1%
MPM
268
Meritage Portfolio Management
Kansas
$243K +$52K +1,605 +24%
KAS
269
Kestra Advisory Services
Texas
$237K +$1.2K +37 +0.5%
BAM
270
Belpointe Asset Management
Nevada
$236K +$263K +8,129 New
MCM
271
Marathon Capital Management
Maryland
$234K
LBC
272
Lowe Brockenbrough & Co
Virginia
$233K -$7.19K -222 -3%
JMPWA
273
JP Morgan Private Wealth Advisors
California
$230K +$227 +7 +0.1%
GT
274
Glenmede Trust
Pennsylvania
$227K -$8.8K -272 -3%
AP
275
Advisor Partners
California
$225K +$3.95K +122 +2%