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Name Holding Trade Value Shares
Change
Change in
Stake
Federated Hermes
301
Federated Hermes
Pennsylvania
$335K -$13.6K -413 -3%
MFG
302
Merit Financial Group
Georgia
$325K -$605K -18,418 -61%
SC
303
Steph & Co
Wisconsin
$322K +$385K +11,719 New
GI
304
GAMMA Investing
California
$315K -$46.9K -1,427 -11%
OFS
305
OneAscent Financial Services
Alabama
$314K -$72.4K -2,205 -16%
RCA
306
Resonant Capital Advisors
Wisconsin
$310K +$64.6K +1,967 +21%
TSS
307
Two Sigma Securities
New York
$299K +$10.9K +332 +3%
MIM
308
Morningstar Investment Management
Illinois
$292K
CMF
309
Counterpoint Mutual Funds
California
$288K -$3.37M -102,542 -91%
GA
310
Greenhaven Associates
New York
$275K
FRM
311
Fox Run Management
Connecticut
$273K +$326K +9,925 New
MFS
312
Mirabella Financial Services
United Kingdom
$273K -$31.4K -957 -9%
CCA
313
Childress Capital Advisors
Texas
$270K -$63.6K -1,937 -16%
CP
314
CenterBook Partners
Connecticut
$261K +$312K +9,495 New
GRP
315
Global Retirement Partners
California
$260K +$310K +9,437 New
HighTower Advisors
316
HighTower Advisors
Illinois
$255K -$157K -4,773 -34%
OIS
317
OneAscent Investment Solutions
Alabama
$254K -$115K -3,496 -27%
UCFA
318
United Capital Financial Advisors
Texas
$254K +$303K +9,223 New
DA
319
Denali Advisors
California
$249K +$298K +9,059 New
HFS
320
Hantz Financial Services
Michigan
$246K +$189K +5,751 +179%
EI
321
Ethic Inc
New York
$245K -$60.3K -1,836 -17%
AHL
322
Abel Hall LLC
Louisiana
$242K +$289K +8,807 New
BCM
323
Bayesian Capital Management
New York
$242K +$289K +8,800 New
HWM
324
HB Wealth Management
Georgia
$242K -$181K -5,504 -38%
FCM
325
Fieldview Capital Management
Michigan
$240K +$81.2K +2,470 +39%