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Name Holding Trade Value Shares
Change
Change in
Stake
CWM
251
C2C Wealth Management
Arizona
$365K +$339K +10,880 New
MML Investors Services
252
MML Investors Services
Massachusetts
$358K +$332K +10,660 New
CI Investments Inc
253
CI Investments Inc
Ontario, Canada
$355K +$184K +5,918 +127%
MWM
254
Modera Wealth Management
New Jersey
$354K +$329K +10,554 New
HA
255
HYA Advisors
Missouri
$353K +$2.55K +82 +0.8%
VVP
256
Venture Visionary Partners
Ohio
$351K +$62 +2 +0%
AWM
257
Apollon Wealth Management
South Carolina
$346K +$93.7K +3,009 +41%
1WA
258
180 Wealth Advisors
Washington
$345K +$320K +10,278 New
BONH
259
Bank of New Hampshire
New Hampshire
$336K +$55.4K +1,780 +22%
Luther King Capital Management (LKCM)
260
Luther King Capital Management (LKCM)
Texas
$336K +$312K +10,015 New
Baird Financial Group
261
Baird Financial Group
Wisconsin
$334K +$4.83K +155 +2%
ECM
262
ExodusPoint Capital Management
New York
$333K -$2.97M -95,286 -91%
MWPCG
263
Measured Wealth Private Client Group
New Hampshire
$333K -$49.7K -1,594 -14%
SPC
264
Sigma Planning Corp
Michigan
$330K +$1.74K +56 +0.6%
WSFS
265
Wilmington Savings Fund Society
Delaware
$322K -$128K -4,109 -30%
Impax Asset Management Group
266
Impax Asset Management Group
United Kingdom
$318K -$8.07K -259 -3%
CB
267
Commerce Bank
Missouri
$317K -$3.52K -113 -1%
OTL
268
Oak Thistle LLC
New York
$296K +$276K +8,847 New
BAM
269
Belpointe Asset Management
Nevada
$295K +$20.7K +666 +8%
FM
270
Foster & Motley
Ohio
$293K +$37.1K +1,192 +16%
URS
271
Utah Retirement Systems
Utah
$287K – – –
US Bancorp
272
US Bancorp
Minnesota
$273K -$11.4K -366 -4%
MCM
273
Marathon Capital Management
Maryland
$270K – – –
OSAM
274
O'Shaughnessy Asset Management
Connecticut
$270K +$33.8K +1,084 +16%
LBC
275
Lowe Brockenbrough & Co
Virginia
$269K – – –