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Name Holding Trade Value Shares
Change
Change in
Stake
WTC
326
WhitTier Trust Company
Nevada
$240K
RFC
327
Regions Financial Corp
Alabama
$237K -$4.87K -10 -2%
FTDI
328
First Trust Direct Indexing
Massachusetts
$231K +$221K +453 New
OTL
329
Oak Thistle LLC
New York
$231K -$110K -226 -33%
OIA
330
OneDigital Investment Advisors
Kansas
$229K -$4.38K -9 -2%
SW
331
SkyOak Wealth
Michigan
$226K +$215K +442 New
BMSSC
332
B. Metzler seel. Sohn & Co
Germany
$225K +$214K +440 New
BFG
333
Berger Financial Group
Minnesota
$222K +$212K +435 New
PVH
334
Psagot Value Holdings
Israel
$219K +$209K +430 New
MOS
335
MGO One Seven
Ohio
$218K +$208K +428 New
Vanguard Personalized Indexing Management
336
Vanguard Personalized Indexing Management
California
$218K -$227K -467 -52%
BC
337
Burney Company
Virginia
$214K +$204K +420 New
HGERS
338
Householder Group Estate & Retirement Specialist
Arizona
$213K
BFM
339
Boothbay Fund Management
New York
$210K -$139K -286 -41%
PNC
340
Park National Corp
Ohio
$204K +$195K +400 New
CAAS
341
Capital Asset Advisory Services
Michigan
$201K -$252K -518 -59%
PMEF
342
Point72 Middle East FZE
United Arab Emirates
$199K +$189K +389 New
EBA
343
Eagle Bay Advisors
New York
$195K +$37K +76 +25%
ASN
344
Advisory Services Network
Georgia
$186K +$177K +364 New
PA
345
Parallel Advisors
California
$178K +$42.8K +88 +34%
WT
346
Whittier Trust
California
$166K
TF
347
Tompkins Financial
New York
$165K -$37.5K -77 -19%
Carson Wealth (CWM LLC)
348
Carson Wealth (CWM LLC)
Nebraska
$163K -$4.87K -10 -3%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
349
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$162K -$396K -813 -72%
BC
350
Bartlett & Co
Ohio
$156K