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Name Holding Trade Value Shares
Change
Change in
Stake
VSQM
326
V-Square Quantitative Management
Illinois
$662K +$106K +2,243 +28%
FNT
327
First Nebraska Trust
Nebraska
$662K +$2.14K +45 +0.3%
SRA
328
Secured Retirement Advisors
Minnesota
$654K +$694K +14,625 New
PAM
329
Parvin Asset Management
South Dakota
$646K +$686K +14,445 New
BW
330
Basepoint Wealth
Iowa
$629K -$15.7K -330 -2%
MWM
331
Moran Wealth Management
Florida
$614K -$188K -3,970 -22%
MNBTD
332
Moody National Bank Trust Division
Texas
$613K +$364K +7,665 +127%
UM
333
UniSuper Management
Australia
$611K -$192K -4,047 -30%
M&T Bank
334
M&T Bank
New York
$610K -$52.7K -1,111 -8%
LOPW
335
Live Oak Private Wealth
North Carolina
$609K +$646K +13,615 New
Vanguard Personalized Indexing Management
336
Vanguard Personalized Indexing Management
California
$600K +$127K +2,681 +25%
PAA
337
Peregrine Asset Advisers
Oregon
$594K -$91.6K -1,930 -13%
MPPW
338
Mitchell & Pahl Private Wealth
Oklahoma
$561K +$48.1K +1,013 +9%
CWM
339
Cadence Wealth Management
Massachusetts
$553K +$89.8K +1,892 +18%
SFG
340
SevenBridge Financial Group
Pennsylvania
$553K -$5.93K -125 -1%
S
341
SignatureFD
Georgia
$546K +$227K +4,782 +64%
IWM
342
IHT Wealth Management
Illinois
$523K -$138K -2,904 -20%
LCGC
343
Legacy Capital Group California
California
$522K +$86.7K +1,827 +19%
FTIA
344
Four Tree Island Advisory
New Hampshire
$520K +$551K +11,613 New
AI
345
Atria Investments
North Carolina
$519K -$144K -3,031 -21%
Cerity Partners
346
Cerity Partners
New York
$518K -$133K -2,795 -20%
UCI
347
Uncommon Cents Investing
Wisconsin
$517K +$11.2K +235 +2%
ACA
348
Aptus Capital Advisors
Alabama
$511K +$536K +11,282 New
LSA
349
Leonteq Securities AG
Switzerland
$505K -$52.3K -1,101 -9%
DWM
350
Dorchester Wealth Management
Quebec, Canada
$502K +$108K +2,284 +24%