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Name Holding Trade Value Shares
Change
Change in
Stake
BFG
251
Beto Financial Group
Idaho
$685K +$679K +5,220 New
FB
252
Fulton Bank
Pennsylvania
$662K +$63.6K +489 +10%
GRP
253
Global Retirement Partners
California
$654K +$634K +4,870 +1,629%
DADC
254
D.A. Davidson & Co
Montana
$652K +$5.85K +45 +0.9%
PWM
255
Perigon Wealth Management
California
$648K +$3.51K +27 +0.5%
OSAM
256
O'Shaughnessy Asset Management
Connecticut
$642K +$50.6K +389 +8%
VEA
257
Virtus ETF Advisers
New York
$633K
BG
258
Bahl & Gaynor
Ohio
$633K
TWM
259
Tumwater Wealth Management
Idaho
$631K
Hudson Bay Capital Management
260
Hudson Bay Capital Management
Connecticut
$626K +$644K +4,949 New
X
261
Xponance
Pennsylvania
$625K -$136K -1,043 -17%
JIR
262
James Investment Research
Ohio
$623K
FIA
263
Foundations Investment Advisors
Arizona
$621K -$86.1K -662 -12%
KFG
264
Kingdom Financial Group
Arizona
$620K +$637K +4,895 New
Mercer Global Advisors
265
Mercer Global Advisors
Colorado
$611K +$129K +990 +26%
VCA
266
Verdence Capital Advisors
Maryland
$609K +$2.47K +19 +0.4%
Assenagon Asset Management
267
Assenagon Asset Management
Luxembourg
$603K +$619K +4,762 New
PS
268
Principal Securities
Iowa
$586K +$46.7K +359 +8%
JSW
269
Journey Strategic Wealth
New Jersey
$586K -$4.16K -32 -0.7%
Public Employees Retirement Association of Colorado
270
Public Employees Retirement Association of Colorado
Colorado
$582K
CCM
271
Coldstream Capital Management
Washington
$580K +$105K +808 +21%
SAM
272
Sagewood Asset Management
New York
$563K +$579K +4,451 New
VA
273
Vident Advisory
Georgia
$552K +$3.12K +24 +0.6%
SI
274
Sapience Investments
California
$540K -$1.3K -10 -0.2%
Susquehanna International Group
275
Susquehanna International Group
Pennsylvania
$539K +$154K +1,180 +38%