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Name Holding Trade Value Shares
Change
Change in
Stake
IWC
676
Integrated Wealth Concepts
Massachusetts
$375K -$123K -635 -23%
HP
677
Haven Private
Florida
$367K -$47.7K -246 -11%
AC
678
Allstate Corporation
Illinois
$365K -$650K -3,348 -62%
FTWA
679
Fifth Third Wealth Advisors
Ohio
$365K +$44.8K +231 +13%
FPAS
680
Focus Partners Advisor Solutions
Missouri
$365K +$401K +2,069 New
MAM
681
Milestone Asset Management
Pennsylvania
$357K +$5.43K +28 +1%
EFM
682
E Fund Management
China
$357K +$194 +1 +0%
TAM
683
Trust Asset Management
Texas
$353K -$37.2K -192 -9%
IAA
684
Ironsides Asset Advisors
North Carolina
$353K
LFAS
685
Level Four Advisory Services
Texas
$352K -$12.4K -64 -3%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
686
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$352K -$6.18M -31,862 -94%
FCBT
687
First Citizens Bank & Trust
North Carolina
$344K -$237K -1,221 -38%
FFM
688
Forum Financial Management
Illinois
$340K -$26.6K -137 -7%
PWP
689
Principle Wealth Partners
Connecticut
$338K
FFO
690
Fortitude Family Office
Arizona
$338K -$7.95K -41 -2%
JGUA
691
John G. Ullman & Associates
New York
$335K
HAG
692
HighPoint Advisor Group
Illinois
$333K +$6.79K +35 +2%
HWA
693
Heartwood Wealth Advisors
Virginia
$331K
AWM
694
Aprio Wealth Management
Georgia
$329K +$118K +609 +49%
PWS
695
Peterson Wealth Services
Utah
$328K +$388 +2 +0.1%
HT
696
Headlands Technologies
Illinois
$327K +$35.3K +182 +11%
CMF
697
Counterpoint Mutual Funds
California
$327K +$360K +1,857 New
FHA
698
Flagship Harbor Advisors
Massachusetts
$324K +$357K +1,840 New
QL
699
Quarry LP
New York
$322K +$355K +1,828 New
GVAG
700
Great Valley Advisor Group
Delaware
$321K -$96.2K -496 -21%