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Name Holding Trade Value Shares
Change
Change in
Stake
BAM
451
Berkshire Asset Management
Pennsylvania
$213K
RDFA
452
Ritter Daniher Financial Advisory
Ohio
$212K +$282K +4,723 New
ECM
453
Evergreen Capital Management
Washington
$212K +$282K +4,722 New
FFP
454
FourThought Financial Partners
Florida
$211K +$280K +4,697 New
Envestnet Portfolio Solutions
455
Envestnet Portfolio Solutions
Illinois
$211K -$99.5K -1,667 -26%
AV
456
ASR Vermogensbeheer
Netherlands
$211K -$3.22K -54 -1%
LRIA
457
Leonard Rickey Investment Advisors
Washington
$210K +$7.22K +121 +3%
CAM
458
Cresset Asset Management
Illinois
$207K -$2.39K -40 -0.9%
I
459
InceptionR
California
$206K -$1.18M -19,686 -81%
AWM
460
AE Wealth Management
Kansas
$205K +$27.5K +460 +11%
Macquarie Group
461
Macquarie Group
Australia
$204K -$83.2K -1,394 -24%
FIA
462
Foundations Investment Advisors
Arizona
$203K -$85.1K -1,426 -24%
CAM
463
CenterStar Asset Management
Illinois
$202K +$269K +4,497 New
CC
464
Chicago Capital
Illinois
$202K -$89.8K -1,504 -25%
RCG
465
Ruane, Cunniff & Goldfarb
New York
$201K -$108K -1,811 -29%
LSA
466
Leonteq Securities AG
Switzerland
$195K +$128K +2,137 +97%
BTD
467
BankPlus Trust Department
Mississippi
$183K +$229K +3,842 +1,635%
MSA
468
MUFG Securities Americas
New York
$182K +$40.1K +671 +20%
HIIFS
469
Harel Insurance Investments & Financial Services
Israel
$175K +$233K +3,900 New
HPC
470
HM Payson & Co
Maine
$171K +$227K +3,800 New
GI
471
GAMMA Investing
California
$162K -$137K -2,297 -39%
FFA
472
Farther Finance Advisors
California
$162K +$39.9K +668 +23%
CIAM
473
Caitong International Asset Management
Hong Kong
$162K +$214K +3,579 +17,043%
SO
474
STRS Ohio
Ohio
$161K -$3.64K -61 -2%
AWA
475
Arkadios Wealth Advisors
Georgia
$147K -$19.5K -327 -9%