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Name Holding Trade Value Shares
Change
Change in
Stake
PFM
601
Parsec Financial Management
North Carolina
$245K
LFA
602
Legacy Financial Advisors
Kentucky
$245K +$23K +230 +10%
GTCM
603
Gyon Technologies Capital Management
New Jersey
$244K -$215K -2,154 -46%
SCM
604
Stevens Capital Management
Pennsylvania
$244K +$249K +2,491 New
FMT
605
First Mercantile Trust
Tennessee
$243K -$93.2K -932 -27%
DTL
606
Dynamic Technology Lab
Singapore
$243K +$249K +2,485 New
WOC
607
West Oak Capital
California
$242K -$5K -50 -2%
FMWA
608
Forvis Mazars Wealth Advisors
Missouri
$242K +$3.5K +35 +1%
CQS
609
Credential Qtrade Securities
$240K +$15.4K +154 +7%
AAS
610
Annex Advisory Services
Wisconsin
$240K +$246K +2,455 New
Rafferty Asset Management
611
Rafferty Asset Management
New York
$237K -$69.5K -695 -22%
AAS
612
Avantax Advisory Services
Texas
$236K -$51.8K -518 -18%
FWM
613
Frontier Wealth Management
Missouri
$236K
SGI
614
Summit Global Investments
Utah
$232K +$238K +2,376 New
EW
615
Evoke Wealth
California
$230K
NL
616
NKCFO LLC
Illinois
$230K
ST
617
Smithfield Trust
Pennsylvania
$230K +$2K +20 +0.9%
SMC
618
Smith, Moore & Co
Missouri
$229K -$7.7K -77 -3%
CA
619
Capitolis Advisors
New York
$226K +$231K +2,312 New
SACTSONJ
620
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$225K
AAP
621
Arax Advisory Partners
Colorado
$223K +$24.1K +241 +12%
CIP
622
Convergence Investment Partners
Florida
$222K +$100 +1 +0%
SAM
623
Strategy Asset Managers
California
$222K +$8.3K +83 +4%
BBNA
624
Bremer Bank National Association
Minnesota
$221K
CA
625
Cetera Advisors
Colorado
$221K +$200 +2 +0.1%