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Name Holding Trade Value Shares
Change
Change in
Stake
BCM
326
BTC Capital Management
Iowa
$310K -$6.51K -96 -2%
CRC
327
Curi RMB Capital
Illinois
$310K
Bank of Nova Scotia
328
Bank of Nova Scotia
Ontario, Canada
$294K +$279K +4,119 New
PHK
329
Point72 Hong Kong
Hong Kong
$291K +$245K +3,608 +776%
LTFS
330
Ladenburg Thalmann Financial Services
Florida
$290K -$172K -2,535 -38%
MML Investors Services
331
MML Investors Services
Massachusetts
$280K -$224K -3,304 -46%
IAN
332
Integrated Advisors Network
Texas
$273K +$259K +3,821 New
EGM
333
Engineers Gate Manager
New York
$266K -$2.7M -39,902 -91%
RIM
334
Rampart Investment Management
Connecticut
$250K +$237K +3,492 New
CI
335
Cigna Investments
Connecticut
$246K -$30K -443 -11%
KRSITF
336
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$239K +$226K +3,338 New
AI
337
Atria Investments
North Carolina
$238K +$226K +3,336 New
IWM
338
IHT Wealth Management
Illinois
$236K
EDRH
339
Edmond de Rothschild Holding
Switzerland
$234K
CTA
340
Colonial Trust Advisors
South Carolina
$227K -$10.2K -150 -5%
RFC
341
Regions Financial Corp
Alabama
$225K -$7.93K -117 -4%
CG
342
Cutler Group
California
$225K +$45.5K +671 +27%
SW
343
SkyOak Wealth
Michigan
$221K +$209K +3,087 New
DDC
344
DF Dent & Co
Maryland
$212K +$201K +2,960 New
IIM
345
Ipswich Investment Management
Massachusetts
$211K +$200K +2,950 New
MIP
346
Marietta Investment Partners
Wisconsin
$200K -$71.2K -1,050 -27%
IA
347
IFP Advisors
Florida
$196K -$4.74K -70 -2%
SIM
348
Sentry Investment Management
Wisconsin
$185K +$176K +2,591 New
MAM
349
Meeder Asset Management
Ohio
$182K +$17K +251 +11%
BCV
350
Banque Cantonale Vaudoise
Switzerland
$179K +$169K +2,500 New