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MZTI

The Marzetti Company

Name Holding Trade Value Shares
Change
Change in
Stake
AU
226
AlphaGrep UK
$387K +$230K +1,443 +106%
Bank of Nova Scotia
227
Bank of Nova Scotia
Ontario, Canada
$374K +$431K +2,705 New
EF
228
Empowered Funds
Pennsylvania
$365K +$420K +2,641 New
CAPTRUST Financial Advisors
229
CAPTRUST Financial Advisors
North Carolina
$360K +$47.9K +301 +13%
GAM
230
Gotham Asset Management
New York
$359K -$236K -1,482 -36%
SWG
231
Summit Wealth Group
Vermont
$351K +$2.87K +18 +0.7%
NC
232
nVerses Capital
Florida
$348K +$400K +2,514 New
IBOK
233
Independence Bank of Kentucky
Kentucky
$340K -$188K -1,180 -32%
Franklin Resources
234
Franklin Resources
California
$335K -$88.3K -555 -19%
FNA
235
First National Advisers
Nebraska
$332K +$1.59K +10 +0.4%
AAM
236
Advisors Asset Management
Colorado
$325K +$374K +2,352 New
Pacer Advisors
237
Pacer Advisors
Pennsylvania
$324K -$14K -88 -4%
FTWA
238
Fifth Third Wealth Advisors
Ohio
$320K -$159 -1 -0%
JF
239
Jump Financial
Illinois
$318K -$543K -3,414 -60%
SA
240
Sanctuary Advisors
Indiana
$314K -$65.3K -410 -15%
Janney Montgomery Scott
241
Janney Montgomery Scott
Pennsylvania
$307K +$353K +2,220 New
Ensign Peak Advisors
242
Ensign Peak Advisors
Utah
$297K
Public Employees Retirement Association of Colorado
243
Public Employees Retirement Association of Colorado
Colorado
$287K
Mercer Global Advisors
244
Mercer Global Advisors
Colorado
$286K +$125K +788 +62%
LWAM
245
Legacy Wealth Asset Management
Minnesota
$281K -$267K -1,678 -45%
CCWM
246
Cassaday & Co Wealth Management
Virginia
$277K
AIM
247
Aigen Investment Management
New York
$274K +$315K +1,980 New
HT
248
Headlands Technologies
Illinois
$268K -$114K -716 -27%
DWM
249
Dakota Wealth Management
Florida
$267K +$307K +1,929 New
PA
250
Parallel Advisors
California
$260K -$52.8K -332 -15%