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Name Holding Trade Value Shares
Change
Change in
Stake
Franklin Resources
226
Franklin Resources
California
$204K +$193K +5,694 New
FTDI
227
First Trust Direct Indexing
Massachusetts
$203K +$192K +5,674 New
Fidelity Investments
228
Fidelity Investments
Massachusetts
$178K -$34.8K -1,028 -17%
PFO
229
Pathstone Family Office
New Jersey
$176K +$484K +14,310 New
BAM
230
Belpointe Asset Management
Nevada
$169K +$4.5K +133 +3%
CMF
231
Counterpoint Mutual Funds
California
$148K -$34.2K -1,011 -20%
Nisa Investment Advisors
232
Nisa Investment Advisors
Missouri
$148K +$23.7K +700 +20%
CFB
233
Cullen/Frost Bankers
Texas
$140K +$132K +3,917 New
US Bancorp
234
US Bancorp
Minnesota
$131K -$10.2K -303 -8%
HWA
235
HHM Wealth Advisors
Tennessee
$125K
SWA
236
Sutton Wealth Advisors
Florida
$102K
Northwestern Mutual Wealth Management
237
Northwestern Mutual Wealth Management
Wisconsin
$96.7K -$131K -3,879 -59%
QCG
238
Quadrant Capital Group
Ohio
$95.7K +$4.7K +139 +5%
Carson Wealth (CWM LLC)
239
Carson Wealth (CWM LLC)
Nebraska
$94K +$2.4K +71 +3%
VFA
240
Virtus Fund Advisers
Connecticut
$83.4K +$78.7K +2,327 New
Nomura Holdings
241
Nomura Holdings
Japan
$82K +$77.6K +2,295 New
IA
242
IFP Advisors
Florida
$65K -$86.5K -2,557 -37%
PPC
243
Park Place Capital
Alabama
$65K +$61.1K +1,807 New
CAS
244
Coppell Advisory Solutions
Texas
$49.4K +$46.6K +1,379 New
CASC
245
Coppell Advisory Solutions Corp
Texas
$49.4K +$46.6K +1,379 New
CA
246
Clearstead Advisors
Ohio
$47.1K
Federated Hermes
247
Federated Hermes
Pennsylvania
$45.2K +$42.7K +1,263 New
LC
248
Lindbrook Capital
California
$41.5K +$1.89K +56 +5%
S
249
SignatureFD
Georgia
$33.6K +$11.9K +353 +60%
AS
250
Altshuler Shaham
Israel
$32.8K +$31K +916 New