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Name Holding Trade Value Shares
Change
Change in
Stake
CB
151
Cadence Bank
Mississippi
$212K +$195K +5,216 New
HC
152
Henshaw Capital
Massachusetts
$212K +$195K +5,204 New
Creative Planning
153
Creative Planning
Kansas
$208K -$1.75M -46,813 -90%
Franklin Resources
154
Franklin Resources
California
$208K +$191K +5,111 New
WCM
155
Weld Capital Management
New York
$202K +$186K +4,974 New
QCG
156
Quadrant Capital Group
Ohio
$174K +$8.75K +234 +6%
LTI
157
Laffer Tengler Investments
Tennessee
$159K +$33.5K +895 +30%
PCG
158
Private Capital Group
Connecticut
$156K +$673 +18 +0.5%
FF
159
FourThought Financial
Florida
$154K +$142K +3,809 New
TAIM
160
TD Ameritrade Investment Management
Nebraska
$147K +$20.5K +549 +18%
MSFP
161
Mark Sheptoff Financial Planning
Connecticut
$122K -$15K -400 -12%
NL
162
NKCFO LLC
Illinois
$122K
EI
163
Ellevest Inc
New York
$122K +$55.5K +1,484 +98%
FP
164
Financial Perspectives
Minnesota
$118K
OSAM
165
O'Shaughnessy Asset Management
Connecticut
$94K +$3.33K +89 +4%
PWPS
166
Pinnacle Wealth Planning Services
Ohio
$68K +$62.8K +1,681 New
APA
167
American Portfolios Advisors
New York
$67.8K -$1.5K -40 -2%
FHC
168
First Horizon Corporation
Tennessee
$62K +$5.94K +159 +12%
LC
169
Lindbrook Capital
California
$47K -$710 -19 -2%
AWM
170
Atticus Wealth Management
Florida
$44K
QT
171
Quantbot Technologies
New York
$44K +$33.6K +900 +450%
PA
172
Parallel Advisors
California
$43K +$2.24K +60 +6%
PCM
173
Penserra Capital Management
California
$43K +$26.4K +707 +192%
Fifth Third Bancorp
174
Fifth Third Bancorp
Ohio
$42K +$17.9K +480 +88%
FTDI
175
First Trust Direct Indexing
Massachusetts
$42K +$38.7K +1,036 New