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Name Holding Trade Value Shares
Change
Change in
Stake
SIA
676
Strategic Investment Advisors
Michigan
$377K +$414K +2,136 New
Integrated Wealth Concepts
677
Integrated Wealth Concepts
Massachusetts
$375K -$123K -635 -23%
HP
678
Haven Private
Florida
$367K -$47.7K -246 -11%
Allstate Corporation
679
Allstate Corporation
Illinois
$365K -$650K -3,348 -62%
Fifth Third Wealth Advisors
680
Fifth Third Wealth Advisors
Ohio
$365K +$44.8K +231 +13%
Focus Partners Advisor Solutions
681
Focus Partners Advisor Solutions
Missouri
$365K +$401K +2,069 New
MAM
682
Milestone Asset Management
Pennsylvania
$357K +$5.43K +28 +1%
E Fund Management
683
E Fund Management
China
$357K +$194 +1 +0%
TAM
684
Trust Asset Management
Texas
$353K -$37.2K -192 -9%
IAA
685
Ironsides Asset Advisors
North Carolina
$353K – – –
Level Four Advisory Services
686
Level Four Advisory Services
Texas
$352K -$12.4K -64 -3%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
687
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$352K -$6.18M -31,862 -94%
First Citizens Bank & Trust
688
First Citizens Bank & Trust
North Carolina
$344K -$237K -1,221 -38%
Forum Financial Management
689
Forum Financial Management
Illinois
$340K -$26.6K -137 -7%
PWP
690
Principle Wealth Partners
Connecticut
$338K – – –
FFO
691
Fortitude Family Office
Arizona
$338K -$7.95K -41 -2%
JGUA
692
John G. Ullman & Associates
New York
$335K – – –
HighPoint Advisor Group
693
HighPoint Advisor Group
Illinois
$333K +$6.79K +35 +2%
HWA
694
Heartwood Wealth Advisors
Virginia
$331K – – –
AWM
695
Aprio Wealth Management
Georgia
$329K +$118K +609 +49%
PWS
696
Peterson Wealth Services
Utah
$328K +$388 +2 +0.1%
HT
697
Headlands Technologies
Illinois
$327K +$35.3K +182 +11%
CMF
698
Counterpoint Mutual Funds
California
$327K +$360K +1,857 New
FHA
699
Flagship Harbor Advisors
Massachusetts
$324K +$357K +1,840 New
QL
700
Quarry LP
New York
$322K +$355K +1,828 New