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Name Holding Trade Value Shares
Change
Change in
Stake
FDCDDQ
251
Federation des caisses Desjardins du Quebec
Quebec, Canada
$345K -$1.37K -38 -0.4%
AA
252
Ancora Advisors
Ohio
$339K +$137K +3,800 +78%
HWM
253
HB Wealth Management
Georgia
$337K -$212K -5,857 -41%
OFS
254
OneAscent Financial Services
Alabama
$336K +$49.5K +1,370 +19%
NAM
255
NorthCrest Asset Manangement
Minnesota
$320K +$4.05K +112 +1%
William Blair & Company
256
William Blair & Company
Illinois
$317K +$293K +8,097 New
OWM
257
OneAscent Wealth Management
Alabama
$311K +$287K +7,941 New
EWA
258
EP Wealth Advisors
California
$308K +$284K +7,858 New
SCM
259
Sterling Capital Management
North Carolina
$305K +$281K +7,768 New
FHB
260
First Hawaiian Bank
Hawaii
$294K +$271K +7,502 New
DFCM
261
Dark Forest Capital Management
Puerto Rico
$286K +$264K +7,297 New
ProShare Advisors
262
ProShare Advisors
Maryland
$280K -$24K -663 -8%
CIA
263
Concurrent Investment Advisors
Florida
$278K +$256K +7,081 New
FZCM
264
Flynn Zito Capital Management
New York
$275K +$759 +21 +0.3%
WA
265
Wealthstream Advisors
New York
$274K -$23.9K -662 -9%
Envestnet Portfolio Solutions
266
Envestnet Portfolio Solutions
Illinois
$272K +$251K +6,947 New
AWA
267
Aaron Wealth Advisors
Illinois
$270K +$249K +6,889 New
AAM
268
Advisors Asset Management
Colorado
$270K +$8.17K +226 +3%
CHP
269
Cable Hill Partners
Oregon
$269K +$18.1K +501 +8%
CIBC World Market
270
CIBC World Market
Ontario, Canada
$267K -$6.11K -169 -2%
AWM
271
AE Wealth Management
Kansas
$258K -$716K -19,803 -75%
SCM
272
Shelton Capital Management
Colorado
$257K -$12.6K -349 -5%
LA
273
Legacy Advisors
Pennsylvania
$255K +$235K +6,500 New
Wealth Enhancement Advisory Services
274
Wealth Enhancement Advisory Services
Minnesota
$250K +$230K +6,364 New
C
275
Covestor
United Kingdom
$248K