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Name Holding Trade Value Shares
Change
Change in
Stake
AIC
551
Archer Investment Corporation
Indiana
$270K -$5.3K -200 -2%
SMC
552
Smith, Moore & Co
Missouri
$269K +$530 +20 +0.2%
BJL
553
Brighton Jones LLC
Washington
$269K +$246K +9,273 New
WAM
554
Wealthspire Advisors (Maryland)
Maryland
$267K +$244K +9,198 New
LC
555
LCNB Corp
Ohio
$265K +$9.83K +371 +4%
EARNEST Partners
556
EARNEST Partners
Georgia
$263K -$14.8K -558 -6%
FA
557
Fortis Advisors
Pennsylvania
$261K – – –
CC
558
Cognios Capital
Kansas
$259K -$1.45M -54,701 -86%
MA
559
MCF Advisors
Kentucky
$259K – – –
CC
560
Centiva Capital
New York
$258K +$236K +8,916 New
Rockefeller Capital Management
561
Rockefeller Capital Management
New York
$256K -$22.1K -832 -9%
IRC
562
Investors Research Corp
Georgia
$255K – – –
QPWM
563
Quadrant Private Wealth Management
Pennsylvania
$254K – – –
MIS
564
Morningstar Investment Services
Illinois
$250K -$19K -716 -8%
VFA
565
Valeo Financial Advisors
Indiana
$249K -$41.6K -1,570 -15%
CC
566
ClearArc Capital
Ohio
$248K -$91.9K -3,467 -29%
Fayez Sarofim & Co
567
Fayez Sarofim & Co
Texas
$248K +$227K +8,571 New
DWT
568
Dorsey & Whitney Trust
South Dakota
$246K +$4K +151 +2%
BSW
569
Buckingham Strategic Wealth
Missouri
$243K -$62.5K -2,357 -22%
PFS
570
Prospera Financial Services
Texas
$243K -$5.51K -208 -2%
PSP
571
Principal Street Partners
Tennessee
$243K – – –
ODG
572
O'Dell Group
Ohio
$239K -$13.7K -516 -6%
Federated Hermes
573
Federated Hermes
Pennsylvania
$238K -$14.3M -537,646 -98%
W
574
Wealthquest
Ohio
$236K +$318 +12 +0.1%
CCM
575
Cadence Capital Management
Massachusetts
$236K +$216K +8,138 New