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Interactive Brokers

Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
301
Creative Planning
Kansas
$3.49M +$264K +3,939 +8%
NB
302
Northwest Bancshares
Pennsylvania
$3.47M +$53.8K +803 +2%
Pathstone Holdings
303
Pathstone Holdings
New Jersey
$3.45M +$166K +2,481 +5%
DAC
304
Dutch Asset Corp
New York
$3.42M +$3.56M +53,246 New
OPERF
305
Oregon Public Employees Retirement Fund
Oregon
$3.28M +$6.69K +100 +0.2%
SWR
306
Spahn Wealth & Retirement
Arizona
$3.26M +$54.7K +817 +2%
YCM
307
Yousif Capital Management
Michigan
$3.2M -$566K -8,449 -16%
SOW
308
State of Wyoming
Wyoming
$3.17M +$43.6K +651 +1%
MML Investors Services
309
MML Investors Services
Massachusetts
$3.14M -$221K -3,295 -6%
KAS
310
Kestra Advisory Services
Texas
$3.12M +$584K +8,726 +22%
NIM
311
NEOS Investment Management
Connecticut
$3.12M +$497K +7,418 +18%
AWS
312
Arkfeld Wealth Strategies
Nebraska
$3.12M +$2.92M +43,693 New
OAM
313
OP Asset Management
$3.11M -$330K -4,936 -9%
MOACM
314
Mutual of America Capital Management
New York
$3.08M -$29.4K -439 -0.9%
BCP
315
Blackhawk Capital Partners
Wisconsin
$3.08M +$172K +2,576 +6%
UM
316
UniSuper Management
Australia
$3.05M -$324K -4,834 -9%
TPCW
317
TD Private Client Wealth
New York
$3.03M -$457K -6,826 -13%
CAM
318
Covenant Asset Management
New Jersey
$3.03M +$3.15M +47,079 New
Vanguard Personalized Indexing Management
319
Vanguard Personalized Indexing Management
California
$3.03M -$735K -10,980 -19%
PNC Financial Services Group
320
PNC Financial Services Group
Pennsylvania
$2.98M +$169K +2,519 +6%
Mirae Asset Global ETFs Holdings
321
Mirae Asset Global ETFs Holdings
Hong Kong
$2.96M -$26.3K -393 -0.8%
Mackenzie Financial
322
Mackenzie Financial
Ontario, Canada
$2.96M +$209K +3,117 +7%
AWA
323
Arkadios Wealth Advisors
Georgia
$2.94M -$224K -3,353 -7%
CGH
324
Crossmark Global Holdings
Texas
$2.91M +$665K +9,933 +28%
CL
325
CIM LLC
New York
$2.87M +$360K +5,383 +14%