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Name Holding Trade Value Shares
Change
Change in
Stake
VanEck Associates
601
VanEck Associates
New York
$377K +$358K +11,900 New
HI
602
Horizon Investments
North Carolina
$373K -$214K -7,100 -38%
CRC
603
Curi RMB Capital
Illinois
$365K +$3.01K +100 +0.9%
EWM
604
EPG Wealth Management
Georgia
$358K -$117K -3,900 -26%
AAS
605
Avantax Advisory Services
Texas
$356K -$242K -8,050 -42%
MS
606
Maven Securities
Jersey
$353K +$336K +11,150 New
E
607
Ergoteles
New York
$350K +$333K +11,050 New
BWAM
608
Boyd Watterson Asset Management
Ohio
$348K -$84.3K -2,800 -20%
CM
609
Castleark Management
Illinois
$348K
JWM
610
Jackson Wealth Management
Florida
$348K +$331K +11,000 New
GRP
611
Global Retirement Partners
California
$346K +$411K +13,650 New
CPIG
612
Chicago Partners Investment Group
Illinois
$345K -$18.1K -600 -4%
SFA
613
Sequoia Financial Advisors
Ohio
$345K +$91.8K +3,050 +39%
EI
614
Ellevest Inc
New York
$345K +$179K +5,950 +120%
OTPPB
615
Ontario Teachers' Pension Plan Board
Ontario, Canada
$345K +$328K +10,900 New
FA
616
FDx Advisors
Illinois
$343K -$1.15M -38,250 -78%
ZCA
617
Zeke Capital Advisors
Pennsylvania
$340K +$324K +10,750 New
JSL
618
JT Stratford LLC
Georgia
$335K +$319K +10,600 New
MHS
619
M Holdings Securities
Oregon
$335K +$319K +10,600 New
SIM
620
Sentry Investment Management
Wisconsin
$334K -$52.7K -1,750 -14%
T
621
TOBAM
France
$332K +$69.3K +2,300 +28%
RA
622
RFG Advisory
Alabama
$331K +$315K +10,450 New
BFC
623
Blue Fin Capital
Rhode Island
$330K +$12K +400 +4%
MSFS
624
Main Street Financial Solutions
Pennsylvania
$329K
ACMA
625
Arbor Capital Management (Alaska)
Alaska
$328K +$10.5K +350 +4%