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Name Holding Trade Value Shares
Change
Change in
Stake
HWAM
451
Hennion & Walsh Asset Management
New Jersey
$319K -$12K -57 -4%
OR
452
Olympiad Research
Connecticut
$317K +$310K +1,474 New
LNC
453
Lincoln National Corp
Pennsylvania
$314K +$38.5K +183 +14%
AA
454
ALPS Advisors
Colorado
$311K +$2.1K +10 +0.7%
BFG
455
Bleakley Financial Group
New Jersey
$310K -$19.3K -92 -6%
SS
456
Simplicity Solutions
Minnesota
$309K -$24K -114 -7%
RWB
457
RMR Wealth Builders
New Jersey
$309K – – –
AA
458
Advisory Alpha
Michigan
$304K – – –
WAM
459
Wallington Asset Management
Indiana
$301K – – –
KA
460
Kintegral Advisory
New York
$300K – – –
Walleye Trading
461
Walleye Trading
New York
$297K +$290K +1,378 New
VFA
462
Values First Advisors
Tennessee
$293K +$12.6K +60 +5%
LWAM
463
Legacy Wealth Asset Management
Minnesota
$291K +$6.73K +32 +2%
PFO
464
Pathstone Family Office
New Jersey
$289K -$51.7K -246 -15%
KPWS
465
Kestra Private Wealth Services
Texas
$287K +$21.4K +102 +8%
OWM
466
OneAscent Wealth Management
Alabama
$283K +$17K +81 +7%
MHIC
467
Marble Harbor Investment Counsel
Massachusetts
$282K – – –
TMAM
468
Tokio Marine Asset Management
Japan
$279K – – –
OFS
469
OneAscent Financial Services
Alabama
$277K +$20.6K +98 +8%
VAS
470
Vestmark Advisory Solutions
Massachusetts
$277K +$16K +76 +6%
BW
471
Bison Wealth
Georgia
$273K – – –
NC
472
NinePointTwo Capital
California
$272K +$267K +1,268 New
UCFA
473
United Capital Financial Advisors
Texas
$270K -$3.78K -18 -1%
CS
474
Comerica Securities
Michigan
$267K -$11.8K -56 -4%
PA
475
Procyon Advisors
Connecticut
$266K -$420 -2 -0.2%