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Name Holding Trade Value Shares
Change
Change in
Stake
LGF
301
LGT Group Foundation
Liechtenstein
$408K +$32.7K +1,548 +9%
Allspring Global Investments
302
Allspring Global Investments
North Carolina
$404K -$33.4K -1,584 -8%
KOC
303
Koss-Olinger Consulting
Florida
$403K -$355K -16,823 -48%
JF
304
JMN Financial
Ohio
$401K +$380K +18,005 New
NICM
305
Neo Ivy Capital Management
New York
$400K +$379K +17,974 New
S
306
SignatureFD
Georgia
$397K +$284K +13,442 +307%
PPWP
307
Premier Path Wealth Partners
New Jersey
$390K -$162K -7,690 -31%
SFA
308
Sequoia Financial Advisors
Ohio
$388K +$367K +17,416 New
ANBT
309
American National Bank & Trust
Texas
$385K +$35.8K +1,697 +11%
MFS
310
Mirabella Financial Services
United Kingdom
$383K +$108K +5,117 +42%
AssetMark Inc
311
AssetMark Inc
California
$380K +$152K +7,226 +74%
CSC
312
Caldwell Sutter Capital
California
$377K +$67.2K +3,185 +23%
FAN
313
Financial Advisors Network
California
$376K +$92.8K +4,400 +35%
BBHC
314
Brown Brothers Harriman & Co
New York
$372K +$332K +15,731 +1,605%
WJWM
315
Williams Jones Wealth Management
New York
$370K -$10.5K -500 -3%
ONB
316
Old National Bancorp
Indiana
$367K +$348K +16,487 New
EWA
317
EP Wealth Advisors
California
$366K +$347K +16,438 New
HFS
318
Hantz Financial Services
Michigan
$363K -$87.3K -4,139 -20%
MAS
319
Meeder Advisory Services
Ohio
$358K +$120K +5,668 +55%
SAI
320
Savvy Advisors Inc
New York
$355K +$336K +15,943 New
CBU
321
CIBC Bancorp USA
Illinois
$355K -$2.29M -108,312 -87%
MWM
322
Manske Wealth Management
Texas
$351K +$26.6K +1,263 +9%
WHC
323
Wulff, Hansen & Co
California
$347K – – –
SPIA
324
Steward Partners Investment Advisory
New York
$342K +$4.94K +234 +2%
FFA
325
Farther Finance Advisors
California
$337K +$130K +6,150 +69%