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Name Holding Trade Value Shares
Change
Change in
Stake
Mitsubishi UFJ Trust & Banking
226
Mitsubishi UFJ Trust & Banking
Japan
$76K -$190K -3,254 -74%
Cullen/Frost Bankers
227
Cullen/Frost Bankers
Texas
$50K – – –
FHC
228
First Horizon Corporation
Tennessee
$45K +$6.37K +109 +19%
PWMG
229
Prestige Wealth Management Group
New Jersey
$42K +$292 +5 +0.8%
PCG
230
Private Capital Group
Connecticut
$42K +$37.3K +639 New
NICM
231
Neo Ivy Capital Management
New York
$41K -$192K -3,293 -84%
Clearstead Advisors
232
Clearstead Advisors
Ohio
$37K – – –
CG
233
Cutler Group
California
$33K +$30.2K +516 New
Rockefeller Capital Management
234
Rockefeller Capital Management
New York
$29K +$26.4K +452 +3,767%
IRC
235
Investors Research Corp
Georgia
$27K – – –
Larson Financial Group
236
Larson Financial Group
Missouri
$24K – – –
Quadrant Capital Group
237
Quadrant Capital Group
Ohio
$23K -$2.63K -45 -12%
Northwestern Mutual Wealth Management
238
Northwestern Mutual Wealth Management
Wisconsin
$23K +$994 +17 +5%
Huntington National Bank
239
Huntington National Bank
Ohio
$22K +$19.6K +335 New
O'Shaughnessy Asset Management
240
O'Shaughnessy Asset Management
Connecticut
$21K -$3.56K -61 -16%
CAPTRUST Financial Advisors
241
CAPTRUST Financial Advisors
North Carolina
$21K +$7.13K +122 +62%
LC
242
Lindbrook Capital
California
$20K – – –
Carson Wealth (CWM LLC)
243
Carson Wealth (CWM LLC)
Nebraska
$12K – – –
CFA
244
Carroll Financial Associates
North Carolina
$11K -$760 -13 -7%
BCA
245
Berman Capital Advisors
Georgia
$11K +$9.53K +163 +959%
FPS
246
Fieldpoint Private Securities
Connecticut
$11K +$9.99K +171 New
Exchange Traded Concepts
247
Exchange Traded Concepts
Oklahoma
$11K +$10.2K +174 New
Whittier Trust
248
Whittier Trust
California
$9K – – –
VCG
249
Vantage Consulting Group
Virginia
$9K +$8.42K +144 New
FTDI
250
First Trust Direct Indexing
Massachusetts
$8K +$6.78K +116 New