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Name Holding Trade Value Shares
Change
Change in
Stake
FCI
676
Financial Counselors Inc
Kansas
$247K +$258K +1,573 New
CI
677
Conning Inc
Connecticut
$246K +$38.7K +236 +18%
PMFA
678
Plante Moran Financial Advisors
Michigan
$244K -$7.38K -45 -3%
OFG
679
Oxford Financial Group
Indiana
$244K – – –
JWCA
680
J.W. Coons Advisors
Ohio
$239K – – –
Marshall Wace
681
Marshall Wace
United Kingdom
$236K +$248K +1,514 New
SCM
682
Salem Capital Management
Massachusetts
$235K – – –
SWM
683
SeaCrest Wealth Management
New York
$235K +$10.8K +66 +5%
KPW
684
Kore Private Wealth
New York
$235K +$13.8K +84 +6%
HCM
685
Hengehold Capital Management
Ohio
$233K – – –
JFGIW
686
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$233K +$87.9K +536 +57%
GSWM
687
Golden State Wealth Management
California
$231K -$3.77K -23 -2%
First Manhattan
688
First Manhattan
New York
$231K +$31K +189 +15%
Federated Hermes
689
Federated Hermes
Pennsylvania
$229K -$99.9K -609 -29%
BIM
690
Baldwin Investment Management
Pennsylvania
$228K – – –
B
691
Barings
North Carolina
$227K -$13.8K -84 -5%
FDS
692
Freedom Day Solutions
Texas
$225K -$66.9K -408 -22%
FTDI
693
First Trust Direct Indexing
Massachusetts
$225K -$12K -73 -5%
LWP
694
Lumature Wealth Partners
Georgia
$225K +$236K +1,436 New
KIG
695
Kessler Investment Group
Indiana
$221K -$1.48K -9 -0.6%
EA
696
Elm Advisors
California
$220K -$110K -670 -32%
VVP
697
Venture Visionary Partners
Ohio
$219K -$2.63K -16 -1%
RB
698
Renasant Bank
Mississippi
$218K -$9.35K -57 -4%
AAS
699
Avantax Advisory Services
Texas
$218K +$225K +1,372 New
TSWM
700
Triangle Securities Wealth Management
North Carolina
$217K – – –