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Name Holding Trade Value Shares
Change
Change in
Stake
CI
676
Conning Inc
Connecticut
$246K +$38.7K +236 +18%
PMFA
677
Plante Moran Financial Advisors
Michigan
$244K -$7.38K -45 -3%
OFG
678
Oxford Financial Group
Indiana
$244K
JWCA
679
J.W. Coons Advisors
Ohio
$239K
Marshall Wace
680
Marshall Wace
United Kingdom
$236K +$248K +1,514 New
SCM
681
Salem Capital Management
Massachusetts
$235K
SWM
682
SeaCrest Wealth Management
New York
$235K +$10.8K +66 +5%
KPW
683
Kore Private Wealth
New York
$235K +$13.8K +84 +6%
HCM
684
Hengehold Capital Management
Ohio
$233K
JFGIW
685
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$233K +$87.9K +536 +57%
GSWM
686
Golden State Wealth Management
California
$231K -$3.77K -23 -2%
First Manhattan
687
First Manhattan
New York
$231K +$31K +189 +15%
Federated Hermes
688
Federated Hermes
Pennsylvania
$229K -$99.9K -609 -29%
B
689
Barings
North Carolina
$227K -$13.8K -84 -5%
FDS
690
Freedom Day Solutions
Texas
$225K -$66.9K -408 -22%
FTDI
691
First Trust Direct Indexing
Massachusetts
$225K -$12K -73 -5%
LWP
692
Lumature Wealth Partners
Georgia
$225K +$236K +1,436 New
KIG
693
Kessler Investment Group
Indiana
$221K -$1.48K -9 -0.6%
EA
694
Elm Advisors
California
$220K -$110K -670 -32%
VVP
695
Venture Visionary Partners
Ohio
$219K -$2.63K -16 -1%
RB
696
Renasant Bank
Mississippi
$218K -$9.35K -57 -4%
AAS
697
Avantax Advisory Services
Texas
$218K +$225K +1,372 New
TSWM
698
Triangle Securities Wealth Management
North Carolina
$217K
NPF
699
Norris Perne & French
Michigan
$216K +$226K +1,375 New
RCM
700
Raleigh Capital Management
North Carolina
$214K +$224K +1,364 New