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Name Holding Trade Value Shares
Change
Change in
Stake
NHC
401
Nicholas Hoffman & Company
Georgia
$1.02M -$591 -5 -0.1%
KRS
402
Kentucky Retirement Systems
Kentucky
$986K -$5.43K -46 -0.5%
VIA
403
Vident Investment Advisory
Georgia
$985K -$583K -4,932 -36%
FTDI
404
First Trust Direct Indexing
Massachusetts
$983K +$352K +2,981 +53%
SLI
405
Sumitomo Life Insurance
Japan
$965K -$125K -1,055 -11%
Daiwa Securities Group
406
Daiwa Securities Group
Japan
$964K +$50.7K +429 +5%
BC
407
Brookfield Corp
Ontario, Canada
$964K +$994K +8,418 New
BFS
408
Bard Financial Services
Connecticut
$951K
X
409
Xponance
Pennsylvania
$942K -$641K -5,429 -40%
UAS
410
United Asset Strategies
New York
$941K +$971K +8,216 New
FIM
411
Freedom Investment Management
Connecticut
$939K -$116K -978 -11%
EHWM
412
Eads & Heald Wealth Management
Georgia
$937K -$1.77K -15 -0.2%
JAG
413
Journey Advisory Group
Kentucky
$935K +$59.1K +500 +7%
Allianz Asset Management
414
Allianz Asset Management
Germany
$929K +$259K +2,189 +37%
Wealthfront Advisers
415
Wealthfront Advisers
California
$924K -$14.4K -122 -1%
FCIM
416
Fairview Capital Investment Management
California
$923K -$8.86K -75 -0.9%
PFO
417
Pathstone Family Office
New Jersey
$923K +$953K +8,068 New
IWS
418
Insight Wealth Strategies
California
$917K +$946K +8,011 New
NSEDCP
419
NJ State Employees Deferred Compensation Plan
New Jersey
$915K
SCA
420
STALEY CAPITAL ADVISERS
Pennsylvania
$914K
KAS
421
Kestra Advisory Services
Texas
$904K +$46.2K +391 +5%
Verition Fund Management
422
Verition Fund Management
Connecticut
$893K +$921K +7,800 New
Rockefeller Capital Management
423
Rockefeller Capital Management
New York
$884K +$602K +5,099 +194%
AAS
424
Annex Advisory Services
Wisconsin
$875K +$177K +1,501 +24%
OAM
425
Oak Asset Management
California
$863K +$891K +7,540 New