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Name Holding Trade Value Shares
Change
Change in
Stake
HOWA
401
Heritage Oak Wealth Advisors
Florida
$855K +$2.62K +10 +0.3%
DT
402
Diversified Trust
Tennessee
$848K -$586K -2,235 -40%
OC
403
Oppenheimer & Co
New York
$845K -$25.4K -97 -3%
MA
404
MCF Advisors
Kentucky
$845K +$8.91K +34 +1%
GFM
405
GF Fund Management
China
$840K -$16K -61 -2%
SAM
406
Securian Asset Management
Minnesota
$838K -$678K -2,585 -44%
MSA
407
MUFG Securities Americas
New York
$830K -$1.05K -4 -0.1%
KRSITF
408
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$814K
CPBTD
409
Central Pacific Bank - Trust Division
Hawaii
$807K -$24.9K -95 -3%
Northwestern Mutual Wealth Management
410
Northwestern Mutual Wealth Management
Wisconsin
$799K -$1.57K -6 -0.2%
FNBOO
411
First National Bank of Omaha
Nebraska
$797K -$37.8K -144 -4%
VSQM
412
V-Square Quantitative Management
Illinois
$784K +$803K +3,062 New
SPIA
413
Steward Partners Investment Advisory
New York
$783K -$1.57K -6 -0.2%
VA
414
Vident Advisory
Georgia
$780K -$186K -710 -19%
BCWM
415
Bartlett & Co Wealth Management
Ohio
$778K -$192K -731 -19%
CFO
416
Callan Family Office
Pennsylvania
$772K +$474K +1,809 +150%
FP
417
Factorial Partners
New York
$768K
IC
418
Inscription Capital
Texas
$765K -$411K -1,568 -34%
KCM
419
Kennondale Capital Management
Virginia
$761K
FFA
420
Farther Finance Advisors
California
$758K +$263K +1,004 +51%
FPAS
421
Focus Partners Advisor Solutions
Missouri
$746K -$64.2K -245 -8%
AWM
422
Apollon Wealth Management
South Carolina
$736K +$71.3K +272 +10%
LSA
423
Leonteq Securities AG
Switzerland
$735K +$159K +606 +27%
AAM
424
Alphadyne Asset Management
New York
$730K +$747K +2,850 New
CAM
425
Cidel Asset Management
Ontario, Canada
$725K +$62.7K +239 +9%