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Name Holding Trade Value Shares
Change
Change in
Stake
OPS
351
Orion Portfolio Solutions
Nebraska
$275K +$3.42K +69 +1%
FCBT
352
First Citizens Bank & Trust
North Carolina
$272K +$267K +5,391 New
PFS
353
Prospera Financial Services
Texas
$272K +$21.1K +426 +9%
ECM
354
Evergreen Capital Management
Washington
$267K +$263K +5,303 New
PWP
355
Phillips Wealth Planners
Mississippi
$264K +$46.8K +944 +20%
Focus Partners Wealth
356
Focus Partners Wealth
Massachusetts
$263K +$24.2K +488 +10%
FTWA
357
Fifth Third Wealth Advisors
Ohio
$262K +$992 +20 +0.4%
GT
358
Greenleaf Trust
Michigan
$250K -$20.3K -410 -8%
BC
359
Bayforest Capital
United Kingdom
$247K +$202K +4,068 +483%
ECM
360
Everence Capital Management
Indiana
$246K
VWM
361
Venturi Wealth Management
Texas
$245K +$35.5K +715 +17%
CPIG
362
Chicago Partners Investment Group
Illinois
$243K +$243K +4,908 New
LC
363
Lindbrook Capital
California
$241K +$78.4K +1,582 +49%
FFM
364
Forum Financial Management
Illinois
$239K +$235K +4,738 New
CAG
365
Csenge Advisory Group
Florida
$237K +$247K +4,977 New
IAS
366
IMA Advisory Services
Colorado
$232K +$229K +4,611 New
ZIM
367
Zacks Investment Management
Illinois
$231K +$228K +4,591 New
AFCM
368
Applied Finance Capital Management
Puerto Rico
$222K +$218K +4,399 New
HFM
369
Harvest Fund Management
China
$221K
PA
370
Parallel Advisors
California
$217K -$5.75K -116 -3%
CP
371
CenterBook Partners
Connecticut
$217K +$213K +4,301 New
OL
372
Optas LLC
Texas
$207K +$203K +4,099 New
GHA
373
GW Henssler & Associates
Georgia
$206K +$203K +4,098 New
CF
374
Centaurus Financial
California
$201K +$6.2K +125 +3%
Nisa Investment Advisors
375
Nisa Investment Advisors
Missouri
$191K