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Name Holding Trade Value Shares
Change
Change in
Stake
CWM
401
Cornerstone Wealth Management
Missouri
$252K +$66 +1 +0%
IAA
402
Independent Advisor Alliance
North Carolina
$249K -$27K -412 -9%
AIM
403
Anchor Investment Management
South Carolina
$249K – – –
CAM
404
Cresset Asset Management
Illinois
$247K +$13.6K +208 +6%
IWM
405
IHT Wealth Management
Illinois
$243K -$26K -396 -9%
Axa
406
Axa
France
$243K +$256K +3,900 New
BPA
407
Beacon Pointe Advisors
California
$243K +$256K +3,911 New
TYCC
408
Texas Yale Capital Corp
Florida
$242K – – –
DADC
409
D.A. Davidson & Co
Montana
$239K -$132K -2,010 -34%
WPC
410
Waters Parkerson & Co
Louisiana
$239K +$251K +3,835 New
Federated Hermes
411
Federated Hermes
Pennsylvania
$237K -$99.1M -1,512,126 -100%
HNB
412
Huntington National Bank
Ohio
$236K -$9.7K -148 -4%
Fifth Third Bancorp
413
Fifth Third Bancorp
Ohio
$232K +$6.82K +104 +3%
Cetera Investment Advisers
414
Cetera Investment Advisers
Illinois
$231K +$14.9K +227 +7%
DTL
415
Dynamic Technology Lab
Singapore
$230K +$243K +3,700 New
Connor, Clark & Lunn Investment Management (CC&L)
416
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$230K +$243K +3,702 New
SIS
417
Sound Income Strategies
Florida
$229K – – –
CA
418
Cetera Advisors
Colorado
$227K +$239K +3,651 New
Man Group
419
Man Group
United Kingdom
$224K +$236K +3,600 New
WIA
420
World Investment Advisors
California
$221K – – –
HI
421
Horizon Investments
North Carolina
$220K -$58.4K -890 -20%
AIC
422
Ameritas Investment Company
Nebraska
$220K +$144K +2,196 +164%
WKWM
423
Walter & Keenan Wealth Management
Indiana
$218K – – –
SS
424
Sunbelt Securities
Texas
$217K – – –
JCIA
425
Jackson Creek Investment Advisors
Colorado
$217K +$228K +3,483 New