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Name Holding Trade Value Shares
Change
Change in
Stake
HFM
476
Hartford Funds Management
Pennsylvania
$294K +$289K +2,355 New
AWA
477
Amplius Wealth Advisors
Pennsylvania
$292K +$287K +2,341 New
SW
478
SVB Wealth
Massachusetts
$291K -$35.2K -287 -11%
AF
479
Allworth Financial
California
$290K +$122K +998 +75%
CS
480
Comerica Securities
Michigan
$288K -$1.41M -11,498 -83%
AT
481
American Trust
Kentucky
$287K -$6.99K -57 -2%
MAM
482
Meeder Asset Management
Ohio
$287K -$101K -823 -26%
SW
483
SMART Wealth
Nebraska
$286K +$281K +2,295 New
CPIG
484
Chicago Partners Investment Group
Illinois
$282K +$67.9K +554 +33%
BL
485
Balentine LLC
Georgia
$279K +$21.1K +172 +8%
PFO
486
Pathstone Family Office
New Jersey
$277K -$2.45K -20 -0.9%
TIA
487
Tiemann Investment Advisors
California
$275K
ZB
488
Zions Bancorporation
Utah
$274K +$1.84K +15 +0.7%
PTC
489
Petrus Trust Company
Texas
$272K +$268K +2,183 New
SP
490
Symmetry Partners
Connecticut
$270K
OSAM
491
O'Shaughnessy Asset Management
Connecticut
$269K -$21.5K -175 -8%
CCB
492
Country Club Bank
Missouri
$268K
MF
493
Magnetar Financial
Illinois
$261K +$256K +2,089 New
DIA
494
Dana Investment Advisors
Wisconsin
$261K
FDCDDQ
495
Federation des caisses Desjardins du Quebec
Quebec, Canada
$259K +$29.6K +241 +13%
TMAM
496
Tokio Marine Asset Management
Japan
$257K +$253K +2,062 New
AWS
497
Atria Wealth Solutions
New York
$256K -$38.6K -315 -13%
CGA
498
Crescent Grove Advisors
Illinois
$251K
QCM
499
Qsemble Capital Management
New York
$250K +$245K +2,000 New
AWM
500
Alterna Wealth Management
Texas
$246K