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Name Holding Trade Value Shares
Change
Change in
Stake
JWM
326
Jeppson Wealth Management
California
$440K – – –
HI
327
Harbour Investments
Wisconsin
$437K +$82.3K +1,315 +22%
AAS
328
Avantax Advisory Services
Texas
$436K +$35.6K +569 +9%
CI
329
Cigna Investments
Connecticut
$433K -$62.6K -1,000 -12%
Truist Financial
330
Truist Financial
North Carolina
$426K +$33.2K +530 +8%
RM
331
Resource Management
Louisiana
$424K +$439K +7,022 New
BC
332
Bridgefront Capital
Texas
$421K +$215K +3,431 +97%
DAS
333
Dynamic Advisor Solutions
Arizona
$419K +$31.3K +501 +8%
WAAG
334
Wealth Alliance Advisory Group
Kansas
$411K – – –
RJT
335
Raymond James Trust
Florida
$405K +$59.1K +944 +16%
IRF
336
IBM Retirement Fund
New York
$398K -$81.6K -1,305 -17%
KCM
337
Kornitzer Capital Management
Kansas
$398K – – –
JGUA
338
John G. Ullman & Associates
New York
$393K – – –
WW
339
Waterfront Wealth
Kansas
$389K – – –
SMC
340
Smith, Moore & Co
Missouri
$385K +$102K +1,632 +34%
CW
341
CreativeOne Wealth
Kansas
$380K +$71.9K +1,149 +22%
B
342
BP
United Kingdom
$376K -$149K -2,387 -28%
Vanguard Personalized Indexing Management
343
Vanguard Personalized Indexing Management
California
$374K +$112K +1,789 +41%
CTC
344
Central Trust Company
Missouri
$371K -$15.6K -250 -4%
ANRIA
345
American National Registered Investment Advisor
Texas
$370K -$3.13K -50 -0.8%
Two Sigma Advisers
346
Two Sigma Advisers
New York
$369K -$8.32K -133 -2%
SIP
347
Stoneridge Investment Partners
Pennsylvania
$369K +$382K +6,100 New
Janney Montgomery Scott
348
Janney Montgomery Scott
Pennsylvania
$365K +$8.63K +138 +2%
Nomura Holdings
349
Nomura Holdings
Japan
$363K +$155K +2,480 +71%
KRSITF
350
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$361K -$12.2K -195 -3%