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Name Holding Trade Value Shares
Change
Change in
Stake
CIAS
751
Capital Investment Advisory Services
North Carolina
$670K – – –
Mather Group
752
Mather Group
Illinois
$669K +$160K +618 +35%
PNAA
753
Pictet North America Advisors
Switzerland
$667K – – –
FAM
754
Formidable Asset Management
Ohio
$661K – – –
SGI
755
Summit Global Investments
Utah
$661K +$65.4K +252 +12%
Orion Portfolio Solutions
756
Orion Portfolio Solutions
Nebraska
$658K +$229K +881 +60%
Grantham, Mayo, Van Otterloo & Co (GMO)
757
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$657K +$609K +2,346 New
Colony Group
758
Colony Group
Massachusetts
$651K -$63.3K -244 -9%
LSAG
759
Lake Street Advisors Group
New Hampshire
$651K +$28K +108 +5%
PIM
760
Penobscot Investment Management
Massachusetts
$649K – – –
SFO
761
Stokes Family Office
Louisiana
$643K +$95.7K +369 +19%
OQS
762
Occudo Quantitative Strategies
Florida
$643K +$595K +2,294 New
CF
763
Centaurus Financial
California
$642K +$594K +2,291 New
MMPW
764
Mitchell McLeod Pugh & Williams
Alabama
$641K -$25.9K -100 -4%
ECM
765
Exchange Capital Management
Michigan
$637K -$44.1K -170 -7%
SFSG
766
Sound Financial Strategies Group
Mississippi
$637K -$43.8K -169 -7%
Clearstead Advisors
767
Clearstead Advisors
Ohio
$633K -$8.56K -33 -1%
Loring Wolcott & Coolidge Fiduciary Advisors
768
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$632K -$31.1K -120 -5%
BIC
769
Beach Investment Counsel
Pennsylvania
$630K – – –
BS
770
Boenning & Scattergood
Pennsylvania
$630K +$90.8K +350 +18%
SouthState Corp
771
SouthState Corp
Florida
$628K -$37.4K -144 -6%
PBO
772
Peoples Bank (Ohio)
Ohio
$626K +$48K +185 +9%
HM Payson & Co
773
HM Payson & Co
Maine
$624K +$52.4K +202 +10%
Harbour Investments
774
Harbour Investments
Wisconsin
$623K +$577K +2,224 New
Nomura Holdings
775
Nomura Holdings
Japan
$621K -$46.5M -179,354 -99%