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Stepan Co

Name Holding Trade Value Shares
Change
Change in
Stake
OSAM
176
O'Shaughnessy Asset Management
Connecticut
$139K -$236K -2,003 -63%
FMT
177
First Mercantile Trust
Tennessee
$117K -$4.71K -40 -4%
CFD
178
Creative Financial Designs
Indiana
$112K
FTDI
179
First Trust Direct Indexing
Massachusetts
$105K +$104K +882 New
Osaic Holdings
180
Osaic Holdings
Arizona
$91K -$41K -348 -31%
Macquarie Group
181
Macquarie Group
Australia
$59K
SWA
182
Sutton Wealth Advisors
Florida
$57.5K
UFF
183
USA Financial Formulas
Michigan
$57K +$56K +476 New
FWM
184
Focused Wealth Management
New York
$57K +$56.5K +480 New
HNB
185
Huntington National Bank
Ohio
$56K
VCM
186
Versant Capital Management
Arizona
$39K -$235 -2 -0.6%
PHK
187
Point72 Hong Kong
Hong Kong
$35K +$34.1K +290 New
MAWCM
188
Mine & Arao Wealth Creation & Management
California
$30K
Federated Hermes
189
Federated Hermes
Pennsylvania
$28K +$706 +6 +3%
VI
190
Vestcor Inc
New Brunswick, Canada
$22K
Rockefeller Capital Management
191
Rockefeller Capital Management
New York
$18K
S
192
SignatureFD
Georgia
$17K +$15.7K +133 +1,478%
CCM
193
Copeland Capital Management
Pennsylvania
$14K
SPIA
194
Steward Partners Investment Advisory
New York
$13K -$589 -5 -4%
IAIM
195
International Assets Investment Management
Florida
$12K +$11.8K +100 New
GAM
196
Gemmer Asset Management
California
$11K
VCG
197
Vantage Consulting Group
Virginia
$11K +$10.8K +92 New
VFA
198
Valeo Financial Advisors
Indiana
$10K
AF
199
Allworth Financial
California
$8K
PWPS
200
Pinnacle Wealth Planning Services
Ohio
$8K +$7.42K +63 New