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Name Holding Trade Value Shares
Change
Change in
Stake
LWAM
426
Legacy Wealth Asset Management
Minnesota
$279K -$8.63K -38 -3%
AG
427
AIA Group
Hong Kong
$275K +$264K +1,163 New
EF
428
Empirical Finance
Pennsylvania
$275K +$264K +1,163 New
CFG
429
Cooper Financial Group
California
$273K +$909 +4 +0.3%
NFG
430
Nations Financial Group
Iowa
$268K -$6.81K -30 -3%
RJT
431
Raymond James Trust
Florida
$266K +$8.18K +36 +3%
FFM
432
Forum Financial Management
Illinois
$265K +$255K +1,122 New
YIA
433
YHB Investment Advisors
Connecticut
$262K -$1.36K -6 -0.5%
GD
434
Grandfield & Dodd
New York
$260K – – –
ATC
435
Argent Trust Co
Tennessee
$257K +$247K +1,087 New
PA
436
Profund Advisors
Maryland
$250K -$6.13K -27 -2%
HH
437
Hilltop Holdings
Texas
$250K +$6.36K +28 +3%
AIP
438
Ameritas Investment Partners
Nebraska
$248K – – –
OFS
439
OneAscent Financial Services
Alabama
$248K +$6.13K +27 +3%
CCP
440
Corient Capital Partners
California
$247K +$2.95K +13 +1%
Rafferty Asset Management
441
Rafferty Asset Management
New York
$242K -$11.1K -49 -5%
CNC
442
Canandaigua National Corp
New York
$239K -$3.18K -14 -1%
CCA
443
Cobblestone Capital Advisors
New York
$239K – – –
HCM
444
Harvey Capital Management
Florida
$236K -$28.4K -125 -11%
DP
445
Dearborn Partners
Illinois
$236K – – –
SWMP
446
Signature Wealth Management Partners
New Jersey
$236K – – –
BAM
447
Belpointe Asset Management
Nevada
$224K – – –
VFA
448
Values First Advisors
Tennessee
$224K +$215K +948 New
VI
449
Vestcor Inc
New Brunswick, Canada
$222K -$42K -185 -16%
UCFA
450
United Capital Financial Advisors
Texas
$217K -$25.2K -111 -11%