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Name Holding Trade Value Shares
Change
Change in
Stake
FFM
526
Forum Financial Management
Illinois
$296K +$314K +1,320 New
HBT
527
Hills Bank & Trust
Iowa
$295K +$62.7K +263 +25%
FTDI
528
First Trust Direct Indexing
Massachusetts
$291K +$15.7K +66 +5%
TSS
529
Two Sigma Securities
New York
$291K +$309K +1,298 New
Allspring Global Investments
530
Allspring Global Investments
North Carolina
$290K +$308K +1,295 New
CAAS
531
Capital Asset Advisory Services
Michigan
$289K -$8.58K -36 -3%
BC
532
Brookfield Corp
Ontario, Canada
$281K -$6.85M -28,745 -96%
WWP
533
Waypoint Wealth Partners
California
$278K +$1.91K +8 +0.6%
TCM
534
Teza Capital Management
Illinois
$276K +$294K +1,233 New
NB
535
Norinchukin Bank
Japan
$275K -$169K -709 -37%
GC
536
Grace Capital
Massachusetts
$275K +$4.53K +19 +2%
MWM
537
Meridian Wealth Management
Kentucky
$271K -$72.7K -305 -20%
PA
538
Pinnacle Associates
New York
$269K -$476 -2 -0.2%
BP
539
BBR Partners
New York
$268K -$476 -2 -0.2%
SGA
540
Sustainable Growth Advisers
Connecticut
$265K +$2.62K +11 +0.9%
RA
541
RFG Advisory
Alabama
$264K +$280K +1,177 New
PWSG
542
Pacific Wealth Strategies Group
California
$263K
Verition Fund Management
543
Verition Fund Management
Connecticut
$262K +$47.2K +198 +20%
GW
544
GW & Wade
Massachusetts
$256K -$558K -2,343 -67%
GHAM
545
Gilman Hill Asset Management
Connecticut
$253K +$268K +1,127 New
FMLI
546
Fukoku Mutual Life Insurance
Japan
$251K +$14.3K +60 +6%
DU
547
Delphia (USA)
Ontario, Canada
$251K +$266K +1,118 New
MIM
548
Moseley Investment Management
Florida
$249K +$11K +46 +4%
LS
549
Livforsakringsbolaget Skandia
Sweden
$247K -$238K -1,000 -48%
CCB
550
Cutter & Co Brokerage
Missouri
$247K