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Name Holding Trade Value Shares
Change
Change in
Stake
PAG
401
Private Advisor Group
New Jersey
$229K +$1.08K +40 +0.4%
MCWS
402
McKinley Carter Wealth Services
West Virginia
$228K -$23.4K -865 -9%
MAM
403
Mastrapasqua Asset Management
Tennessee
$227K +$10.9K +402 +5%
HWM
404
HB Wealth Management
Georgia
$225K +$246K +9,110 New
VIA
405
Virtus Investment Advisers
Connecticut
$225K +$246K +9,100 New
QCM
406
QRG Capital Management
Illinois
$223K +$244K +9,042 New
PP
407
PDS Planning
Ohio
$219K +$7.32K +271 +3%
DC
408
Diametric Capital
Massachusetts
$218K +$239K +8,834 New
CB
409
Commerce Bank
Missouri
$217K -$3.05K -113 -1%
UB
410
UMB Bank
Missouri
$217K +$2.57K +95 +1%
Fifth Third Bancorp
411
Fifth Third Bancorp
Ohio
$215K +$7.89K +292 +3%
TI
412
Tidal Investments
Wisconsin
$214K +$234K +8,660 New
RJT
413
Raymond James Trust
Florida
$210K +$8.81K +326 +4%
RPWA
414
Regent Peak Wealth Advisors
Georgia
$209K +$459 +17 +0.2%
SFG
415
StrategIQ Financial Group
Indiana
$209K -$12.2K -450 -5%
VFA
416
Valeo Financial Advisors
Indiana
$208K +$9.13K +338 +4%
KAS
417
Kestra Advisory Services
Texas
$207K +$227K +8,392 New
MIM
418
Morningstar Investment Management
Illinois
$203K – – –
EP
419
Edgestream Partners
New Jersey
$202K +$222K +8,199 New
BFC
420
Bedel Financial Consulting
Indiana
$201K – – –
Bessemer Group
421
Bessemer Group
New Jersey
$184K +$676 +25 +0.3%
VEA
422
Virtus ETF Advisers
New York
$181K -$27.9K -1,031 -12%
MAM
423
Meeder Asset Management
Ohio
$174K – – –
VSQM
424
V-Square Quantitative Management
Illinois
$173K +$189K +7,008 New
SOW
425
State of Wyoming
Wyoming
$165K -$30.9K -1,143 -15%