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Name Holding Trade Value Shares
Change
Change in
Stake
KAS
301
Kestra Advisory Services
Texas
$224K -$256K -3,025 -48%
HR
302
Howe & Rusling
New York
$223K +$17.9K +211 +8%
MIS
303
Morningstar Investment Services
Illinois
$223K -$18.5K -218 -7%
FPAS
304
Focus Partners Advisor Solutions
Missouri
$223K -$114K -1,348 -32%
AFAS
305
Acorn Financial Advisory Services
Virginia
$222K +$1.52K +18 +0.6%
M&T Bank
306
M&T Bank
New York
$221K -$9.4K -111 -4%
URS
307
Utah Retirement Systems
Utah
$219K -$16.9K -200 -7%
NC
308
nVerses Capital
Florida
$219K +$237K +2,800 New
MWM
309
Modera Wealth Management
New Jersey
$211K -$42.4K -501 -16%
TCM
310
Teza Capital Management
Illinois
$207K +$47K +555 +27%
OR
311
Olympiad Research
Connecticut
$206K -$82.3K -972 -27%
CPC
312
Consolidated Planning Corp
Georgia
$206K +$223K +2,631 New
KCM
313
Kendall Capital Management
Maryland
$206K -$29.2K -345 -12%
Neuberger Berman Group
314
Neuberger Berman Group
New York
$205K -$185K -2,185 -45%
Envestnet Portfolio Solutions
315
Envestnet Portfolio Solutions
Illinois
$205K +$222K +2,618 New
MML Investors Services
316
MML Investors Services
Massachusetts
$205K +$27.2K +321 +14%
EB
317
Eastern Bank
Massachusetts
$204K
Mercer Global Advisors
318
Mercer Global Advisors
Colorado
$203K -$25.3K -299 -10%
HH
319
Hilltop Holdings
Texas
$201K -$95.6K -1,129 -31%
DekaBank Deutsche Girozentrale
320
DekaBank Deutsche Girozentrale
Germany
$200K -$25.2K -298 -10%
NA
321
NewEdge Advisors
Louisiana
$181K -$64.6K -763 -25%
MPWT
322
MassMutual Private Wealth & Trust
Connecticut
$175K -$80.4K -949 -30%
IA
323
IFP Advisors
Florida
$165K -$10.3K -122 -5%
PWM
324
Partnership Wealth Management
Maryland
$160K
Carson Wealth (CWM LLC)
325
Carson Wealth (CWM LLC)
Nebraska
$159K -$9.83K -116 -5%