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Name Holding Trade Value Shares
Change
Change in
Stake
CI
676
Cigna Investments
Connecticut
$282K -$14.2K -238 -4%
IP
677
Investment Partners
Ohio
$280K +$325K +5,472 New
CGL
678
Clarius Group LLC
Washington
$279K +$64.5K +1,084 +25%
SS
679
Simplicity Solutions
Minnesota
$276K +$16.5K +277 +5%
TPWM
680
Twelve Points Wealth Management
Massachusetts
$274K +$318K +5,353 New
Squarepoint
681
Squarepoint
New York
$272K +$316K +5,312 New
EIP
682
Epoch Investment Partners
New York
$269K -$206K -3,470 -40%
PMG
683
ProVise Management Group
Florida
$268K +$7.37K +124 +2%
SRC
684
Stone Run Capital
New York
$267K
VWA
685
Visionary Wealth Advisors
Illinois
$267K +$6.3K +106 +2%
ACI
686
Alpha Cubed Investments
California
$267K +$310K +5,220 New
MG
687
Mather Group
Illinois
$266K -$16.9K -285 -5%
WPC
688
Wedmont Private Capital
Pennsylvania
$266K +$13.4K +226 +5%
MCM
689
Marathon Capital Management
Maryland
$261K
SWM
690
Scissortail Wealth Management
Oklahoma
$259K +$97K +1,631 +59%
Lido Advisors
691
Lido Advisors
California
$259K +$302K +5,074 New
OCM
692
One Capital Management
California
$256K -$7.14K -120 -2%
ARG
693
Advisory Resource Group
Oklahoma
$256K +$27.8K +467 +10%
Jones Financial Companies
694
Jones Financial Companies
Missouri
$253K -$253K -4,259 -46%
SGCA
695
Steel Grove Capital Advisors
Tennessee
$253K -$44.6K -750 -13%
IUHSA
696
Itau Unibanco Holding S.A.
Brazil
$250K +$164K +2,754 +130%
Federated Hermes
697
Federated Hermes
Pennsylvania
$249K -$54.8K -921 -16%
P
698
Pitcairn
Pennsylvania
$249K +$1.01K +17 +0.4%
RWM
699
Ritholtz Wealth Management
New York
$249K +$288K +4,851 New
HNWA
700
Henrickson Nauta Wealth Advisors
Michigan
$249K +$289K +4,865 New