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Name Holding Trade Value Shares
Change
Change in
Stake
DE
1576
Defiance ETFs
New York
$254K +$247K +712 New
GIP
1577
Greatmark Investment Partners
Georgia
$253K +$246K +710 New
ORC
1578
O'Rourke & Company
Massachusetts
$253K -$3.47K -10 -1%
FMLI
1579
Fukoku Mutual Life Insurance
Japan
$252K -$48.9K -141 -17%
MPWS
1580
McCarter Private Wealth Services
Massachusetts
$251K +$245K +705 New
WRPWM
1581
Werba Rubin Papier Wealth Management
California
$251K +$245K +705 New
SS
1582
Sunbelt Securities
Texas
$250K -$34.4K -99 -12%
MCC
1583
Money Concepts Capital
Florida
$250K +$244K +702 New
NHC
1584
Nicholas Hoffman & Company
Georgia
$250K +$347 +1 +0.1%
FFA
1585
Founders Financial Alliance
North Carolina
$250K +$244K +702 New
AI
1586
Accredited Investors
Minnesota
$249K
CCMG
1587
Clark Capital Management Group
Pennsylvania
$249K +$243K +700 New
LCA
1588
Legend Capital Advisors
New York
$249K -$3.47K -10 -1%
Cohen & Steers
1589
Cohen & Steers
New York
$249K
IDA
1590
Intelligence Driven Advisers
California
$249K +$242K +698 New
MCA
1591
MSH Capital Advisors
Arizona
$249K +$242K +698 New
FBB
1592
Fulton Breakefield Broenniman
Maryland
$248K +$242K +696 New
WFPG
1593
Waller Financial Planning Group
Ohio
$247K +$347 +1 +0.1%
VPI
1594
Value Partners Investments
Manitoba, Canada
$247K -$62.7M -180,600 -100%
O
1595
Ossiam
France
$246K -$201K -579 -46%
BFG
1596
Beacon Financial Group
Texas
$246K +$240K +690 New
PCS
1597
Private Client Services
Kentucky
$245K +$238K +687 New
AGP
1598
Aspire Growth Partners
Florida
$244K -$5.9K -17 -2%
PIM
1599
Penobscot Investment Management
Massachusetts
$243K +$237K +683 New
YIA
1600
YHB Investment Advisors
Connecticut
$243K +$237K +682 New