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Name Holding Trade Value Shares
Change
Change in
Stake
Mercer Global Advisors
301
Mercer Global Advisors
Colorado
$240K +$39.2K +506 +19%
NIPH
302
NN Investment Partners Holdings
Netherlands
$229K -$32.6K -421 -12%
CB
303
Cadence Bank
Mississippi
$227K
OFS
304
OneAscent Financial Services
Alabama
$224K +$228K +2,953 New
LNWWM
305
Laird Norton Wetherby Wealth Management
California
$222K +$4.41K +57 +2%
HNB
306
Huntington National Bank
Ohio
$221K +$9.21K +119 +4%
Creative Planning
307
Creative Planning
Kansas
$220K +$224K +2,900 New
RFC
308
Regions Financial Corp
Alabama
$219K +$224K +2,891 New
FTDI
309
First Trust Direct Indexing
Massachusetts
$217K -$542 -7 -0.2%
RHBC
310
R.H. Bluestein & Co
Michigan
$217K
FRM
311
Fox Run Management
Connecticut
$216K +$220K +2,848 New
HCM
312
Hilton Capital Management
New York
$213K
VI
313
Versor Investments
New York
$212K +$217K +2,800 New
DMBA
314
Deseret Mutual Benefit Administrators
Utah
$209K +$126K +1,631 +144%
PP
315
Paloma Partners
Connecticut
$204K -$147K -1,898 -41%
PAMS
316
Pictet Asset Management (Switzerland)
Switzerland
$204K +$208K +2,689 New
SPIA
317
Steward Partners Investment Advisory
New York
$199K +$113K +1,454 +124%
S
318
SignatureFD
Georgia
$197K -$32.3K -417 -14%
MLICM
319
Metropolitan Life Insurance Company (MetLife)
New York
$195K -$7.97K -103 -4%
TCWM
320
Total Clarity Wealth Management
Illinois
$194K +$198K +2,562 New
AII
321
AGF Investments Inc
Ontario, Canada
$182K +$5.57K +72 +3%
CTC
322
Central Trust Company
Missouri
$176K +$2.48K +32 +1%
JWM
323
Janiczek Wealth Management
Colorado
$172K +$26.4K +341 +18%
OIA
324
Optimum Investment Advisors
Illinois
$163K -$11.6K -150 -7%
JCM
325
Jacobi Capital Management
Pennsylvania
$148K