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Name Holding Trade Value Shares
Change
Change in
Stake
EFG
226
Everhart Financial Group
Ohio
$819K +$70.3K +568 +10%
VOYA Investment Management
227
VOYA Investment Management
Georgia
$817K -$198K -1,597 -21%
SOAMC
228
Spirit of America Management Corp
New York
$793K +$111K +900 +18%
X
229
Xponance
Pennsylvania
$791K -$7.55K -61 -1%
LFAS
230
Level Four Advisory Services
Texas
$788K -$248 -2 -0%
PNC Financial Services Group
231
PNC Financial Services Group
Pennsylvania
$784K +$28.7K +232 +4%
Cambridge Investment Research Advisors
232
Cambridge Investment Research Advisors
Iowa
$780K +$344K +2,778 +89%
EIP
233
Epoch Investment Partners
New York
$773K
QCG
234
Quadrant Capital Group
Ohio
$758K +$13.1K +106 +2%
Prudential Financial
235
Prudential Financial
New Jersey
$758K +$34.7K +280 +5%
KIM
236
Kestra Investment Management
Texas
$750K -$48K -388 -6%
FIA
237
Foundations Investment Advisors
Arizona
$735K +$2.23K +18 +0.3%
Corient Private Wealth
238
Corient Private Wealth
Florida
$728K -$24.3K -196 -3%
TPI
239
Trust Point Inc
Wisconsin
$727K +$50.2K +405 +8%
YIH
240
Y-Intercept (HK)
Hong Kong
$725K +$400K +3,231 +143%
CAPTRUST Financial Advisors
241
CAPTRUST Financial Advisors
North Carolina
$714K +$12.5K +101 +2%
MML Investors Services
242
MML Investors Services
Massachusetts
$710K -$7.06K -57 -1%
Rockefeller Capital Management
243
Rockefeller Capital Management
New York
$687K +$644K +5,197 New
DADC
244
D.A. Davidson & Co
Montana
$675K +$13.7K +111 +2%
AAP
245
Arax Advisory Partners
Colorado
$673K +$614K +4,960 +3,701%
PWM
246
Perigon Wealth Management
California
$673K +$275K +2,219 +77%
VEA
247
Virtus ETF Advisers
New York
$661K
BG
248
Bahl & Gaynor
Ohio
$661K
NSEDCP
249
NJ State Employees Deferred Compensation Plan
New Jersey
$661K
TWM
250
Tumwater Wealth Management
Idaho
$659K