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Name Holding Trade Value Shares
Change
Change in
Stake
LIA
526
LifePlan Investment Advisors
North Carolina
$265K +$267K +3,120 New
OAM
527
Ostrum Asset Management
France
$264K -$8.21K -96 -3%
TWM
528
Trueblood Wealth Management
Ohio
$262K +$342 +4 +0.1%
AB
529
Atlas Brown
Kentucky
$255K – – –
SFA
530
Seneca Financial Advisors
New York
$255K – – –
Mirae Asset Global Investments
531
Mirae Asset Global Investments
South Korea
$255K -$46.6K -545 -15%
FC
532
FORA Capital
Florida
$250K -$760K -8,888 -75%
GIC
533
Generali Investments CEE
Czech Republic
$250K – – –
PA
534
PFW Advisors
Georgia
$249K – – –
FW
535
FullCircle Wealth
Texas
$249K +$9.15K +107 +4%
RAG
536
RIA Advisory Group
Iowa
$248K -$7.7K -90 -3%
UM
537
UniSuper Management
Australia
$246K – – –
Rafferty Asset Management
538
Rafferty Asset Management
New York
$243K -$4.71K -55 -2%
IIA
539
ICW Investment Advisors
Arizona
$242K +$10.8K +126 +5%
SCA
540
Snowden Capital Advisors
New York
$238K -$5.3K -62 -2%
CPIG
541
Chicago Partners Investment Group
Illinois
$238K -$17K -199 -6%
TH
542
TCTC Holdings
Texas
$237K +$770 +9 +0.3%
CPA
543
Capital Performance Advisors
California
$236K +$238K +2,782 New
TC
544
TwinBeech Capital
New York
$236K +$238K +2,781 New
BIG
545
Brooklyn Investment Group
New York
$236K -$86 -1 -0%
EWM
546
Evercore Wealth Management
New York
$233K -$12.3K -144 -5%
UCFA
547
United Capital Financial Advisors
Texas
$232K +$5.05K +59 +2%
HC
548
Hoese & Co
Minnesota
$229K – – –
WC
549
Westerkirk Capital
$229K – – –
AFG
550
Atomi Financial Group
New York
$227K +$25.7K +300 +13%