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Name Holding Trade Value Shares
Change
Change in
Stake
BOK Financial
651
BOK Financial
Oklahoma
$500K +$14.9K +301 +4%
FIM
652
Fruth Investment Management
Texas
$499K -$49.6K -1,000 -10%
ACM
653
AlphaStar Capital Management
North Carolina
$498K -$743K -14,973 -63%
Forum Financial Management
654
Forum Financial Management
Illinois
$497K – – –
TD Ameritrade Investment Management
655
TD Ameritrade Investment Management
Nebraska
$497K +$430K +8,655 New
Ameritas Investment Partners
656
Ameritas Investment Partners
Nebraska
$490K -$30.8K -621 -7%
First Horizon Advisors
657
First Horizon Advisors
Tennessee
$488K +$1.44K +29 +0.3%
JBA
658
Johnson Bixby & Associates
Washington
$487K – – –
Wilbanks Smith & Thomas Asset Management
659
Wilbanks Smith & Thomas Asset Management
Virginia
$484K +$16.7K +336 +4%
Confluence Wealth Services
660
Confluence Wealth Services
Pennsylvania
$482K – – –
AIM
661
Aigen Investment Management
New York
$480K -$5.05M -101,740 -92%
PBO
662
Peoples Bank (Ohio)
Ohio
$480K -$9.93K -200 -2%
HMS
663
Hanseatic Management Services
New Mexico
$479K +$414K +8,345 New
Prospera Financial Services
664
Prospera Financial Services
Texas
$478K -$1.05M -21,060 -72%
Lincoln National Corp
665
Lincoln National Corp
Pennsylvania
$473K -$64.2K -1,294 -14%
GCP
666
GSA Capital Partners
United Kingdom
$472K -$375K -7,547 -48%
PAM
667
Paradigm Asset Management
New York
$470K – – –
Truepoint Inc
668
Truepoint Inc
Ohio
$467K -$17.6K -355 -4%
MAM
669
Meeder Asset Management
Ohio
$467K +$403K +8,123 +812,300%
Edmond de Rothschild Holding
670
Edmond de Rothschild Holding
Switzerland
$463K +$401K +8,068 New
CIAS
671
Capital Investment Advisory Services
North Carolina
$461K -$7.4K -149 -2%
MGI
672
MayTech Global Investments
New York
$459K – – –
FAM
673
Formidable Asset Management
Ohio
$454K +$1.09K +22 +0.3%
Conning Inc
674
Conning Inc
Connecticut
$453K +$23.6K +475 +6%
Laurion Capital Management
675
Laurion Capital Management
New York
$453K +$392K +7,900 New