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Name Holding Trade Value Shares
Change
Change in
Stake
EF
426
Empirical Finance
Pennsylvania
$275K +$264K +1,163 New
CFG
427
Cooper Financial Group
California
$273K +$909 +4 +0.3%
NFG
428
Nations Financial Group
Iowa
$268K -$6.81K -30 -3%
RJT
429
Raymond James Trust
Florida
$266K +$8.18K +36 +3%
FFM
430
Forum Financial Management
Illinois
$265K +$255K +1,122 New
YIA
431
YHB Investment Advisors
Connecticut
$262K -$1.36K -6 -0.5%
GD
432
Grandfield & Dodd
New York
$260K
ATC
433
Argent Trust Co
Tennessee
$257K +$247K +1,087 New
PA
434
Profund Advisors
Maryland
$250K -$6.13K -27 -2%
HH
435
Hilltop Holdings
Texas
$250K +$6.36K +28 +3%
AIP
436
Ameritas Investment Partners
Nebraska
$248K
OFS
437
OneAscent Financial Services
Alabama
$248K +$6.13K +27 +3%
CCP
438
Corient Capital Partners
California
$247K +$2.95K +13 +1%
Rafferty Asset Management
439
Rafferty Asset Management
New York
$242K -$11.1K -49 -5%
CNC
440
Canandaigua National Corp
New York
$239K -$3.18K -14 -1%
CCA
441
Cobblestone Capital Advisors
New York
$239K
HCM
442
Harvey Capital Management
Florida
$236K -$28.4K -125 -11%
DP
443
Dearborn Partners
Illinois
$236K
SWMP
444
Signature Wealth Management Partners
New Jersey
$236K
BAM
445
Belpointe Asset Management
Nevada
$224K
VFA
446
Values First Advisors
Tennessee
$224K +$215K +948 New
VI
447
Vestcor Inc
New Brunswick, Canada
$222K -$42K -185 -16%
UCFA
448
United Capital Financial Advisors
Texas
$217K -$25.2K -111 -11%
WI
449
Wahed Invest
New York
$214K +$206K +907 New
MYAM
450
Meiji Yasuda Asset Management
Japan
$213K +$204K +900 New