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Name Holding Trade Value Shares
Change
Change in
Stake
JIR
651
James Investment Research
Ohio
$292K -$3.92M -114,673 -93%
HighPoint Advisor Group
652
HighPoint Advisor Group
Illinois
$292K +$8.16K +239 +3%
Walleye Capital
653
Walleye Capital
New York
$291K -$82.5K -2,415 -23%
Merriman Wealth Management
654
Merriman Wealth Management
Washington
$291K – – –
ICP
655
Interchange Capital Partners
Pennsylvania
$289K +$155K +4,544 +3,366%
CPA
656
Court Place Advisors
Maryland
$288K – – –
NFG
657
Nations Financial Group
Iowa
$287K +$272K +7,965 New
Caption Management
658
Caption Management
Oklahoma
$287K +$273K +8,000 New
Equitable Holdings
659
Equitable Holdings
New York
$286K +$12.2K +358 +5%
CGL
660
Clarius Group LLC
Washington
$284K +$8.23K +241 +3%
Benjamin F. Edwards & Company
661
Benjamin F. Edwards & Company
Missouri
$282K +$1.02K +30 +0.4%
FA
662
FDx Advisors
Illinois
$280K +$266K +7,784 New
Prospera Financial Services
663
Prospera Financial Services
Texas
$278K -$34.7K -1,016 -12%
W
664
WealthStone
Ohio
$270K +$257K +7,518 New
SW
665
SkyOak Wealth
Michigan
$269K -$37.7K -1,104 -13%
W
666
Wealthquest
Ohio
$265K -$1.37K -40 -0.5%
AIC
667
Archer Investment Corporation
Indiana
$265K -$68.3K -2,000 -21%
DWT
668
Dorsey & Whitney Trust
South Dakota
$264K -$30.8K -901 -11%
Fayez Sarofim & Co
669
Fayez Sarofim & Co
Texas
$264K -$22.1K -646 -8%
SFA
670
Souders Financial Advisors
Ohio
$263K +$9.94K +291 +4%
WAM
671
Wakefield Asset Management
Colorado
$262K +$248K +7,270 New
TWM
672
TriaGen Wealth Management
California
$261K – – –
Truepoint Inc
673
Truepoint Inc
Ohio
$261K +$854 +25 +0.3%
Empirical Finance
674
Empirical Finance
Pennsylvania
$260K – – –
Harbour Investments
675
Harbour Investments
Wisconsin
$260K +$247K +7,223 New