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Name Holding Trade Value Shares
Change
Change in
Stake
IRF
301
IBM Retirement Fund
New York
$213K +$197K +2,474 New
AIC
302
Ameritas Investment Company
Nebraska
$211K +$195K +2,450 New
BFS
303
Bradley Foster & Sargent
Connecticut
$207K +$191K +2,400 New
VFA
304
Voya Financial Advisors
Connecticut
$205K -$82.4K -1,035 -30%
PAS
305
Park Avenue Securities
New York
$204K +$188K +2,369 New
CI
306
Cigna Investments
Connecticut
$201K +$186K +2,332 New
SWA
307
Sutton Wealth Advisors
Florida
$188K
Northwestern Mutual Wealth Management
308
Northwestern Mutual Wealth Management
Wisconsin
$162K +$16.2K +203 +12%
Group One Trading
309
Group One Trading
Illinois
$161K +$149K +1,876 New
Fifth Third Bancorp
310
Fifth Third Bancorp
Ohio
$147K -$209K -2,628 -61%
CI Investments Inc
311
CI Investments Inc
Ontario, Canada
$145K +$81.6K +1,026 +155%
CAAS
312
Capital Asset Advisory Services
Michigan
$139K +$128K +1,613 New
VNA
313
Valley National Advisers
Pennsylvania
$137K -$9.71K -122 -7%
JIR
314
James Investment Research
Ohio
$131K +$121K +1,520 New
GWM
315
Geneos Wealth Management
Colorado
$130K +$369K +4,638 +391%
SFS
316
Sowell Financial Services
Arkansas
$129K +$42.7K +537 +56%
Rockefeller Capital Management
317
Rockefeller Capital Management
New York
$126K +$1.11K +14 +1%
BAM
318
Belpointe Asset Management
Nevada
$122K +$113K +1,420 New
JFGIW
319
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$108K -$7.96K -100 -7%
BCA
320
Bray Capital Advisors
Florida
$103K
QCG
321
Quadrant Capital Group
Ohio
$102K +$23.6K +297 +33%
WT
322
Washington Trust
Rhode Island
$88K
PA
323
Parallel Advisors
California
$88K +$12.3K +155 +18%
RE
324
RBC Europe
United Kingdom
$86.1K
CAL
325
Capital Analysts LLC
Pennsylvania
$80K