Name Holding Trade Value Shares
Change
Change in
Stake
CTC
826
Central Trust Company
Missouri
$331K -$131K -1,234 -25%
NSEDCP
827
NJ State Employees Deferred Compensation Plan
New Jersey
$331K – – –
SIM
828
Stratos Investment Management
Ohio
$330K +$383K +3,625 New
PTC
829
Private Trust Company
Ohio
$330K -$17.3K -164 -4%
TWM
830
Tanager Wealth Management
United Kingdom
$329K +$1.9K +18 +0.5%
NSAM
831
North Star Asset Management
Wisconsin
$329K +$62.2K +588 +19%
ASC
832
Atalanta Sosnoff Capital
New York
$328K -$45.8K -433 -11%
FDS
833
First Dallas Securities
Texas
$328K -$37K -350 -9%
CFGW
834
Chancellor Financial Group WB
Pennsylvania
$328K +$93.1K +880 +32%
AWM
835
Affinity Wealth Management
Delaware
$324K +$2.01K +19 +0.5%
MMPW
836
Mitchell McLeod Pugh & Williams
Alabama
$322K – – –
GS
837
GTS Securities
Florida
$320K -$34.1K -322 -8%
MTIM
838
Marathon Trading Investment Management
Pennsylvania
$319K -$793K -7,500 -68%
OWM
839
OneAscent Wealth Management
Alabama
$318K +$40.6K +384 +12%
CWP
840
Concord Wealth Partners
Virginia
$318K -$3.17K -30 -0.9%
CAM
841
Chesapeake Asset Management
New York
$317K +$27.3K +258 +8%
3IP
842
3Chopt Investment Partners
Virginia
$316K +$367K +3,470 New
EI
843
Ellevest Inc
New York
$315K -$28.2K -267 -7%
DAS
844
Dynamic Advisor Solutions
Arizona
$314K -$11.8K -112 -3%
KA
845
Kintegral Advisory
New York
$313K -$1.27K -12 -0.3%
AC
846
Arjuna Capital
North Carolina
$313K -$7.41K -70 -2%
BFA
847
Bragg Financial Advisors
North Carolina
$312K -$3.38K -32 -0.9%
CFSG
848
Clark Financial Services Group
Missouri
$312K +$362K +3,420 New
CAG
849
Crestwood Advisors Group
Massachusetts
$311K +$48.6K +459 +16%
VI
850
Versor Investments
New York
$310K +$360K +3,404 New