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Name Holding Trade Value Shares
Change
Change in
Stake
DC
226
Dahring Cusmano
Michigan
$294K
EF
227
Empowered Funds
Pennsylvania
$290K +$269K +7,136 New
STA
228
Summit Trail Advisors
New York
$289K +$268K +7,100 New
NP
229
NorthRock Partners
Minnesota
$276K -$116K -3,065 -31%
VT
230
Vise Technologies
New York
$275K +$255K +6,762 New
KAS
231
KPP Advisory Services
Kentucky
$274K +$254K +6,742 New
SPIA
232
Steward Partners Investment Advisory
New York
$272K +$95.9K +2,544 +61%
LF
233
Lantz Financial
Illinois
$270K -$312K -8,280 -56%
Wellington Management Group
234
Wellington Management Group
Massachusetts
$269K +$63.6K +1,687 +34%
CWM
235
CIBC World Markets
New York
$267K +$248K +6,573 New
BP
236
Ballentine Partners
Massachusetts
$267K -$174K -4,621 -41%
GIA
237
Gateway Investment Advisers
Ohio
$261K -$7.99K -212 -3%
AHL
238
Abel Hall LLC
Louisiana
$250K +$232K +6,156 New
AWA
239
Arkadios Wealth Advisors
Georgia
$250K +$232K +6,146 New
SG Americas Securities
240
SG Americas Securities
New York
$246K -$218K -5,781 -49%
RC
241
RBF Capital
California
$244K
PWM
242
Prosperity Wealth Management
California
$240K +$223K +5,910 New
MML Investors Services
243
MML Investors Services
Massachusetts
$237K -$345K -9,149 -61%
NWM
244
Northwest Wealth Management
Iowa
$236K +$34.8K +924 +19%
MG
245
Marex Group
$235K +$218K +5,780 New
M&T Bank
246
M&T Bank
New York
$231K -$80.6K -2,138 -27%
EGA
247
Eagle Global Advisors
Texas
$229K +$212K +5,630 New
ISL
248
Ingalls & Snyder LLC
New York
$222K +$205K +5,450 New
AIMC
249
Alley Investment Management Company
Illinois
$215K
Public Employees Retirement Association of Colorado
250
Public Employees Retirement Association of Colorado
Colorado
$214K