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On Holding

Name Holding Trade Value Shares
Change
Change in
Stake
Truist Financial
301
Truist Financial
North Carolina
$525K -$132K -2,489 -21%
FMI
302
F/M Investments
District of Columbia
$523K +$186K +3,516 +58%
CIA
303
Concurrent Investment Advisors
Florida
$516K +$13.7K +259 +3%
BW
304
Bison Wealth
Georgia
$509K +$129K +2,442 +36%
CAM
305
Cresset Asset Management
Illinois
$477K +$105K +1,983 +30%
MIA
306
MMBG Investment Advisors
Florida
$476K
PAG
307
Private Advisor Group
New Jersey
$473K -$16.6K -314 -4%
CPSC
308
Carl P. Sherr & Co
Massachusetts
$471K
YMRC
309
Yorktown Management & Research Company
Virginia
$471K +$456K +8,600 New
TI
310
Tidal Investments
Wisconsin
$467K +$452K +8,525 New
USGIU
311
U.S. Global Investors (USGI)
Texas
$463K +$307K +5,800 +219%
Vanguard Personalized Indexing Management
312
Vanguard Personalized Indexing Management
California
$458K -$18.7K -353 -4%
PNC Financial Services Group
313
PNC Financial Services Group
Pennsylvania
$450K +$53.5K +1,010 +14%
PCIA
314
Prime Capital Investment Advisors
Kansas
$448K
BRWA
315
B. Riley Wealth Advisors
Florida
$444K +$38.5K +726 +10%
AP
316
Americana Partners
Texas
$440K -$1.7K -32 -0.4%
PTC
317
Petrus Trust Company
Texas
$435K +$421K +7,944 New
IAS
318
Insigneo Advisory Services
Florida
$431K +$69.1K +1,304 +20%
Mackenzie Financial
319
Mackenzie Financial
Ontario, Canada
$425K +$411K +7,764 New
KPWS
320
Kestra Private Wealth Services
Texas
$412K +$27.9K +526 +8%
TFA
321
Toth Financial Advisory
Virginia
$408K -$23.8K -450 -6%
TSS
322
Two Sigma Securities
New York
$403K +$59.3K +1,119 +18%
LFG
323
Lazard Frères Gestion
France
$402K -$154K -2,910 -28%
Wolverine Trading
324
Wolverine Trading
Illinois
$398K +$382K +7,219 New
PCM
325
Parsons Capital Management
Rhode Island
$388K +$2.01K +38 +0.5%