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Name Holding Trade Value Shares
Change
Change in
Stake
FIA
651
Foundations Investment Advisors
Arizona
$269K +$40.3K +975 +17%
LFAS
652
Level Four Advisory Services
Texas
$263K +$21.1K +511 +9%
CIAS
653
Capital Investment Advisory Services
North Carolina
$263K +$207 +5 +0.1%
MOS
654
MGO One Seven
Ohio
$262K +$266K +6,440 New
PCM
655
Penserra Capital Management
California
$262K +$264K +6,388 +11,830%
NB
656
NBT Bank
New York
$262K
VSQM
657
V-Square Quantitative Management
Illinois
$262K -$6.12K -148 -2%
BTWM
658
Baker Tilly Wealth Management
Wisconsin
$261K -$7.48K -181 -3%
CB
659
Cadence Bank
Mississippi
$261K
CPA
660
Court Place Advisors
Maryland
$260K
MS
661
Maven Securities
Jersey
$259K +$263K +6,352 New
SIA
662
Schechter Investment Advisors
Michigan
$257K +$56.2K +1,360 +27%
BWG
663
Beta Wealth Group
California
$257K +$41.3K +1,000 +19%
GSB
664
Greenfield Savings Bank
Massachusetts
$256K -$6.2K -150 -2%
AR
665
Advisory Research
Illinois
$256K +$260K +6,291 New
SM
666
STF Management
Texas
$256K -$216K -5,231 -45%
ACA
667
Atlas Capital Advisors
Wyoming
$256K -$20.1K -485 -7%
AWM
668
Apollon Wealth Management
South Carolina
$252K -$23.4K -567 -8%
SWM
669
Segment Wealth Management
Texas
$252K
GIA
670
Gladstone Institutional Advisory
Florida
$251K -$4.22K -102 -2%
JIC
671
Johnson Investment Counsel
Ohio
$251K +$29.1K +704 +13%
TCWM
672
Total Clarity Wealth Management
Illinois
$251K +$1.61K +39 +0.6%
FCB
673
First Command Bank
Texas
$250K -$17.6K -425 -6%
FCFS
674
First Command Financial Services
Texas
$250K -$17.6K -425 -6%
Fisher Asset Management
675
Fisher Asset Management
Washington
$250K +$38.4K +929 +18%