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Name Holding Trade Value Shares
Change
Change in
Stake
FNT
501
First Nebraska Trust
Nebraska
$239K – – –
FAFN
502
First Affirmative Financial Network
Colorado
$239K +$225K +2,381 New
OFS
503
OneAscent Financial Services
Alabama
$239K +$225K +2,378 New
HIMC
504
Heritage Investors Management Corp
Maryland
$235K – – –
AG
505
Ascent Group
Virginia
$235K -$5.39K -57 -2%
FCFC
506
First Citizens Financial Corp
Iowa
$234K +$221K +2,334 New
SFS
507
Sowell Financial Services
Arkansas
$232K +$219K +2,314 New
ABLA
508
Alan B. Lancz & Associates
Ohio
$231K – – –
PAM
509
Panagora Asset Management
Massachusetts
$231K -$404K -4,275 -65%
MHIC
510
Marble Harbor Investment Counsel
Massachusetts
$231K – – –
MC
511
Moors & Cabot
Massachusetts
$230K -$44.9K -475 -17%
PA
512
Profund Advisors
Maryland
$226K +$213K +2,249 New
MG
513
Mather Group
Illinois
$225K +$473 +5 +0.2%
SL
514
Summitry LLC
California
$224K +$211K +2,232 New
PS
515
Principal Securities
Iowa
$222K +$11.1K +117 +6%
CAG
516
Crestwood Advisors Group
Massachusetts
$222K +$209K +2,209 New
TE
517
Tema ETFs
New York
$220K +$207K +2,193 New
CFO
518
Callan Family Office
Pennsylvania
$218K -$227K -2,400 -52%
PI
519
PFG Investments
New York
$217K -$4.25K -45 -2%
SIM
520
Stratos Investment Management
Ohio
$217K +$204K +2,158 New
BA
521
Bridgewater Advisors
New York
$215K +$1.42K +15 +0.6%
Hudson Bay Capital Management
522
Hudson Bay Capital Management
Connecticut
$215K +$203K +2,143 New
SF
523
Summit Financial
New Jersey
$214K +$201K +2,131 New
TAM
524
Trust Asset Management
Texas
$212K +$200K +2,115 New
CSC
525
Caldwell Sutter Capital
California
$211K +$73.3K +775 +58%