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Name Holding Trade Value Shares
Change
Change in
Stake
HFS
226
Hantz Financial Services
Michigan
$486K +$56.7K +1,824 +14%
LSA
227
Lion Street Advisors
Texas
$478K -$4.04K -130 -0.9%
ASN
228
Advisory Services Network
Georgia
$472K +$438K +14,088 New
PIM
229
Plato Investment Management
Australia
$470K +$253K +8,150 +140%
CFM
230
Catalyst Funds Management
Australia
$469K +$295K +9,500 +211%
RCM
231
Radnor Capital Management
Pennsylvania
$467K -$35.8K -1,150 -8%
OR
232
Olympiad Research
Connecticut
$466K +$432K +13,900 New
DWM
233
Dynasty Wealth Management
Florida
$464K +$7.65K +246 +2%
OAM
234
Oppenheimer Asset Management
New York
$462K -$1.71K -55 -0.4%
EFS
235
Econ Financial Services
Pennsylvania
$458K +$425K +13,674 New
Jones Financial Companies
236
Jones Financial Companies
Missouri
$451K +$29.6K +951 +8%
DAM
237
Diamant Asset Management
Connecticut
$439K
Rockefeller Capital Management
238
Rockefeller Capital Management
New York
$431K +$400K +12,857 New
AIS
239
AM Investment Strategies
Tennessee
$426K
ST
240
Somerset Trust
Pennsylvania
$425K -$1.43K -46 -0.4%
SC
241
Shay Capital
New York
$419K +$389K +12,500 New
SI
242
Symmetry Investments
Jersey
$419K +$389K +12,500 New
SAM
243
Securian Asset Management
Minnesota
$418K +$388K +12,490 New
PI
244
PFG Investments
New York
$416K -$21K -675 -5%
Truist Financial
245
Truist Financial
North Carolina
$394K -$350K -11,264 -49%
TF
246
Tompkins Financial
New York
$393K +$40.2K +1,294 +12%
American Century Companies
247
American Century Companies
Missouri
$392K +$73.8K +2,372 +25%
X
248
Xponance
Pennsylvania
$386K +$358K +11,525 New
PCM
249
Prelude Capital Management
New York
$385K +$358K +11,509 New
Public Employees Retirement Association of Colorado
250
Public Employees Retirement Association of Colorado
Colorado
$377K