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Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Personalized Indexing Management
251
Vanguard Personalized Indexing Management
California
$106K -$75K -6,205 -35%
M&T Bank
252
M&T Bank
New York
$105K -$5.5K -455 -4%
JWM
253
Jeppson Wealth Management
California
$103K -$29.6K -2,449 -18%
Rafferty Asset Management
254
Rafferty Asset Management
New York
$102K +$133K +11,050 New
PAG
255
Private Advisor Group
New Jersey
$101K +$132K +10,933 New
Baird Financial Group
256
Baird Financial Group
Wisconsin
$101K -$387 -32 -0.3%
IA
257
IFP Advisors
Florida
$98.6K -$5.85K -484 -28%
6F
258
626 Financial
Michigan
$98.5K -$64.3K -5,326 -33%
AT
259
Arden Trust
Delaware
$97K +$4.42K +366 +4%
WIM
260
Wittenberg Investment Management
Massachusetts
$94.6K
Prudential Financial
261
Prudential Financial
New Jersey
$94.5K -$43.3K -3,587 -26%
Corient Private Wealth
262
Corient Private Wealth
Florida
$93.1K -$1.72K -142 -1%
PWP
263
Perfromance Wealth Partners
Illinois
$92.7K +$121K +10,000 New
SC
264
Shay Capital
New York
$92.7K +$121K +10,000 New
SPIA
265
Steward Partners Investment Advisory
New York
$79.8K +$6.64K +550 +7%
HIIFS
266
Harel Insurance Investments & Financial Services
Israel
$79K +$133 +11 +0.1%
ASN
267
Advisory Services Network
Georgia
$68.7K +$2.72K +225 +3%
PA
268
PSI Advisors
Florida
$57.5K -$1.21K -100 -2%
PI
269
PineBridge Investments
New York
$56.7K
OCM
270
Osterweis Capital Management
California
$56.5K
US Bancorp
271
US Bancorp
Minnesota
$54.2K -$11.6K -957 -14%
UCB
272
United Community Bank
South Carolina
$49.2K
SAM
273
S.A. Mason
Michigan
$46.4K +$60.4K +5,000 New
LC
274
Lindbrook Capital
California
$46.3K +$5.81K +481 +11%
Carson Wealth (CWM LLC)
275
Carson Wealth (CWM LLC)
Nebraska
$44K +$31.7K +2,624 +123%