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Name Holding Trade Value Shares
Change
Change in
Stake
OFS
551
OneAscent Financial Services
Alabama
$379K -$15.9K -81 -4%
BCV
552
Banque Cantonale Vaudoise
Switzerland
$379K
RWPA
553
Richard W. Paul & Associates
Michigan
$377K -$51.9K -264 -12%
PTC
554
Private Trust Company
Ohio
$376K +$3.73K +19 +1%
BC
555
Bridgefront Capital
Texas
$375K +$378K +1,924 New
HFS
556
Hantz Financial Services
Michigan
$372K +$31.2K +159 +9%
PA
557
Profund Advisors
Maryland
$370K +$56.6K +288 +18%
CQS
558
Credential Qtrade Securities
$361K -$18.9K -96 -5%
IFU
559
iSAM Funds (UK)
United Kingdom
$359K -$129K -658 -26%
ACA
560
Aptus Capital Advisors
Alabama
$357K -$42.2K -215 -10%
GWANC
561
Guardian Wealth Advisors (North Carolina)
North Carolina
$357K -$41.8K -213 -10%
NRW
562
Nova R Wealth
Kansas
$357K +$589 +3 +0.2%
JCM
563
Jacobi Capital Management
Pennsylvania
$354K +$4.71K +24 +1%
PFS
564
Prospera Financial Services
Texas
$354K +$6.09K +31 +2%
JFG
565
Jefferies Financial Group
New York
$352K +$355K +1,807 New
RJT
566
Raymond James Trust
Florida
$351K -$2.36K -12 -0.7%
MPCG
567
Matrix Private Capital Group
New York
$345K -$99K -504 -22%
FTDI
568
First Trust Direct Indexing
Massachusetts
$342K +$33.2K +169 +11%
LGA
569
Lebenthal Global Advisors
New York
$339K -$66K -336 -16%
IWM
570
IHT Wealth Management
Illinois
$336K +$114K +582 +51%
AMCA
571
Arthur M. Cohen & Associates
Illinois
$334K
RFN
572
RDA Financial Network
Iowa
$332K -$14.1K -72 -4%
BRWA
573
B. Riley Wealth Advisors
Florida
$326K -$237K -1,206 -42%
RBC
574
Romano Brothers & Co
Illinois
$326K
AIP
575
Ameritas Investment Partners
Nebraska
$324K