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Name Holding Trade Value Shares
Change
Change in
Stake
Jones Financial Companies
251
Jones Financial Companies
Missouri
$535K +$512K +8,943 +487%
TI
252
Tidal Investments
Wisconsin
$534K +$590K +10,294 New
JFG
253
Jefferies Financial Group
New York
$529K -$51K -890 -8%
AAM
254
Aureus Asset Management
Massachusetts
$519K
DTL
255
Dynamic Technology Lab
Singapore
$515K -$163K -2,851 -22%
Kovitz Investment Group Partners
256
Kovitz Investment Group Partners
Illinois
$515K
MAM
257
Mystic Asset Management
Rhode Island
$510K -$18.6K -325 -3%
DS
258
DRW Securities
Illinois
$504K +$101K +1,767 +22%
SOW
259
State of Wyoming
Wyoming
$491K +$105K +1,832 +24%
FTWA
260
Fifth Third Wealth Advisors
Ohio
$485K +$3.84K +67 +0.7%
AC
261
AXQ Capital
New Jersey
$475K +$525K +9,170 New
QC
262
Quent Capital
New York
$472K -$1.03K -18 -0.2%
Federated Hermes
263
Federated Hermes
Pennsylvania
$472K -$5.96K -104 -1%
Cetera Investment Advisers
264
Cetera Investment Advisers
Illinois
$463K -$23.1K -404 -4%
UPS
265
UHLMANN PRICE SECURITIES
Illinois
$442K +$490K +8,560 New
SAM
266
Securian Asset Management
Minnesota
$438K +$6.42K +112 +1%
CS
267
Cannell & Spears
New York
$424K
Franklin Resources
268
Franklin Resources
California
$415K -$3.15K -55 -0.7%
TAFW
269
Tred Avon Family Wealth
Maryland
$414K -$6.88K -120 -1%
AG
270
Algert Global
California
$410K -$4.42M -77,230 -91%
KeyBank National Association
271
KeyBank National Association
Ohio
$394K +$9.85K +172 +2%
GCM
272
Graham Capital Management
Connecticut
$382K -$2.86M -50,000 -87%
CGH
273
Crossmark Global Holdings
Texas
$379K -$4.01K -70 -0.9%
M&T Bank
274
M&T Bank
New York
$378K +$102K +1,785 +32%
NC
275
nVerses Capital
Florida
$377K +$416K +7,269 New