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Name Holding Trade Value Shares
Change
Change in
Stake
CAL
426
Capital Advisors Ltd
Ohio
$357K +$8.86K +201 +3%
AA
427
ALPS Advisors
Colorado
$351K -$54.7K -1,240 -14%
BMSSC
428
B. Metzler seel. Sohn & Co
Germany
$349K -$353K -8,000 -51%
AI
429
Axiom Investors
Connecticut
$347K
DPAM
430
Degroof Petercam Asset Management
Belgium
$346K
BFG
431
Bleakley Financial Group
New Jersey
$346K +$24.7K +560 +8%
FTDI
432
First Trust Direct Indexing
Massachusetts
$345K +$22.5K +510 +7%
SW
433
Simplicity Wealth
New Jersey
$344K +$328K +7,436 New
MHIC
434
Marble Harbor Investment Counsel
Massachusetts
$344K -$1.98K -45 -0.6%
AAS
435
Avantax Advisory Services
Texas
$343K +$7.45K +169 +2%
VWM
436
Venturi Wealth Management
Texas
$343K -$1.1K -25 -0.3%
SLAM
437
Swiss Life Asset Management
$339K -$103K -2,328 -24%
YMRC
438
Yorktown Management & Research Company
Virginia
$338K
WPC
439
Wedmont Private Capital
Pennsylvania
$333K +$2.34K +53 +0.7%
SCM
440
Semanteon Capital Management
Massachusetts
$332K -$854K -19,368 -73%
Carson Wealth (CWM LLC)
441
Carson Wealth (CWM LLC)
Nebraska
$329K +$19.2K +436 +7%
BP
442
Ballentine Partners
Massachusetts
$327K -$2.12K -48 -0.7%
CA
443
Cetera Advisors
Colorado
$319K +$304K +6,904 New
MA
444
MJP Associates
Connecticut
$316K +$64K +1,451 +27%
IA
445
IFP Advisors
Florida
$315K +$2.29K +52 +0.8%
QI
446
Qtron Investments
Massachusetts
$313K
SQA
447
Simon Quick Advisors
New Jersey
$308K -$36.6K -830 -11%
MWM
448
Moran Wealth Management
Florida
$308K +$293K +6,650 New
PAG
449
Private Advisor Group
New Jersey
$306K +$40.5K +918 +16%
GWP
450
Gen-Wealth Partners
Michigan
$303K +$289K +6,555 New