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Name Holding Trade Value Shares
Change
Change in
Stake
NERM
276
New England Research & Management
Illinois
$218K -$468K -13,400 -70%
DCM
277
DGS Capital Management
New Jersey
$214K +$201K +5,741 New
AWS
278
Atria Wealth Solutions
New York
$213K +$200K +5,711 New
SWM
279
Spire Wealth Management
Virginia
$160K +$4.12K +118 +3%
MLICM
280
Metropolitan Life Insurance Company (MetLife)
New York
$159K +$148K +4,247 New
Carson Wealth (CWM LLC)
281
Carson Wealth (CWM LLC)
Nebraska
$150K +$71.4K +2,045 +104%
NRG
282
Nemes Rush Group
Michigan
$134K +$125K +3,582 New
VBA
283
Van Berkom & Associates
Quebec, Canada
$128K
AA
284
Ancora Advisors
Ohio
$127K
FMP
285
Financial Management Professionals
Texas
$119K
S
286
SignatureFD
Georgia
$95.8K +$10.5K +300 +13%
TFM
287
TFC Financial Management
Massachusetts
$88.3K +$4.89K +140 +6%
BF
288
BOK Financial
Oklahoma
$85.9K
US Bancorp
289
US Bancorp
Minnesota
$75.6K -$8.6K -246 -11%
PFBT
290
Parkside Financial Bank & Trust
Missouri
$73K +$17.6K +504 +35%
FIA
291
FNY Investment Advisers
New York
$73K
National Bank of Canada
292
National Bank of Canada
Quebec, Canada
$69.1K +$3.49K +100 +6%
C
293
Covestor
United Kingdom
$67K +$19.9K +569 +46%
TCOV
294
Trust Company of Vermont
Vermont
$61K -$10.5K -300 -16%
BCV
295
Banque Cantonale Vaudoise
Switzerland
$52K -$48.6K -1,392 -50%
CIA
296
Cape Investment Advisory
Georgia
$50.8K +$33.2K +950 +232%
Nisa Investment Advisors
297
Nisa Investment Advisors
Missouri
$49.5K +$46.3K +1,326 New
VWM
298
Venturi Wealth Management
Texas
$46.1K +$1.15K +33 +3%
QL
299
Quarry LP
New York
$41.7K -$16.9K -485 -30%
GRP
300
Global Retirement Partners
California
$41.3K +$1.29K +37 +3%