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Name Holding Trade Value Shares
Change
Change in
Stake
BMSSC
376
B. Metzler seel. Sohn & Co
Germany
$292K – – –
FPGK
377
Financial Partners Group (Kansas)
Kansas
$282K +$1.46K +32 +0.6%
RFC
378
Regions Financial Corp
Alabama
$281K +$11.9K +261 +5%
Baird Financial Group
379
Baird Financial Group
Wisconsin
$273K -$16K -352 -6%
Carson Wealth (CWM LLC)
380
Carson Wealth (CWM LLC)
Nebraska
$269K +$95.7K +2,102 +68%
PWPS
381
Pinnacle Wealth Planning Services
Ohio
$268K – – –
APG
382
Abacus Planning Group
South Carolina
$266K +$233K +5,122 New
MC
383
Machina Capital
France
$265K +$233K +5,108 New
LS
384
Livforsakringsbolaget Skandia
Sweden
$265K – – –
IC
385
Inscription Capital
Texas
$260K +$228K +5,012 New
LC
386
Lindbrook Capital
California
$260K +$12.8K +281 +6%
OQS
387
Occudo Quantitative Strategies
Florida
$258K +$227K +4,974 New
FTDI
388
First Trust Direct Indexing
Massachusetts
$257K -$34.2K -751 -13%
SP
389
Symmetry Partners
Connecticut
$256K – – –
CC
390
Cipher Capital
New York
$252K +$221K +4,850 New
CCM
391
Coldstream Capital Management
Washington
$250K +$3.46K +76 +2%
KPWS
392
Kestra Private Wealth Services
Texas
$248K -$6.97K -153 -3%
WPC
393
Wedmont Private Capital
Pennsylvania
$247K +$202K +4,441 New
BL
394
Balentine LLC
Georgia
$243K +$214K +4,689 New
AAS
395
Avantax Advisory Services
Texas
$233K +$205K +4,493 New
DC
396
Davenport & Co
Virginia
$233K +$205K +4,491 New
MAS
397
Meeder Advisory Services
Ohio
$228K +$200K +4,391 New
DWA
398
Delap Wealth Advisory
Oregon
$218K +$192K +4,205 New
IMCOOI
399
Investment Management Corp of Ontario (IMCO)
Canada
$216K -$1.49M -32,742 -89%
RI
400
Redwood Investments
Massachusetts
$216K +$190K +4,168 New