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Name Holding Trade Value Shares
Change
Change in
Stake
DIA
326
Dean Investment Associates
Ohio
$378K -$4.33K -48 -1%
X
327
Xponance
Pennsylvania
$378K +$31.4K +348 +8%
Lido Advisors
328
Lido Advisors
California
$373K +$35.3K +391 +10%
EDRH
329
Edmond de Rothschild Holding
Switzerland
$369K
II
330
Inspire Investing
Idaho
$363K -$529K -5,859 -58%
FB
331
Fulton Bank
Pennsylvania
$359K +$42K +465 +12%
CL
332
CSS LLC
Illinois
$358K +$383K +4,236 New
Federated Hermes
333
Federated Hermes
Pennsylvania
$356K +$381K +4,216 New
FCI
334
Financial Counselors Inc
Kansas
$344K -$19.3K -214 -5%
Creative Planning
335
Creative Planning
Kansas
$327K +$3.07K +34 +0.9%
SP
336
Symmetry Partners
Connecticut
$327K
TC
337
TownSquare Capital
Utah
$327K +$64.6K +715 +23%
IAM
338
Innovis Asset Management
Illinois
$324K +$4.25K +47 +1%
BCM
339
Becker Capital Management
Oregon
$312K +$2.98K +33 +0.9%
LCM
340
Logan Capital Management
Pennsylvania
$310K
CQS
341
Credential Qtrade Securities
$306K -$12.4K -137 -4%
BCM
342
Bayesian Capital Management
New York
$304K +$325K +3,600 New
JWM
343
Janiczek Wealth Management
Colorado
$304K +$20.5K +227 +7%
HWAM
344
Hennion & Walsh Asset Management
New Jersey
$303K -$5.96K -66 -2%
CIBC Asset Management
345
CIBC Asset Management
Ontario, Canada
$302K
NRD
346
Nebula Research & Development
New York
$297K +$318K +3,519 New
Mercer Global Advisors
347
Mercer Global Advisors
Colorado
$297K -$83.8K -928 -21%
Prudential Financial
348
Prudential Financial
New Jersey
$297K +$1.72K +19 +0.5%
Northwestern Mutual Wealth Management
349
Northwestern Mutual Wealth Management
Wisconsin
$294K -$206K -2,281 -40%
PAG
350
Private Advisor Group
New Jersey
$292K +$37.5K +415 +14%