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Name Holding Trade Value Shares
Change
Change in
Stake
RA
326
Rational Advisors
New York
$799K +$868K +27,244 New
SG
327
StoneX Group
New York
$793K +$861K +27,034 New
AWM
328
Apollon Wealth Management
South Carolina
$787K -$117K -3,660 -12%
CS
329
Candriam SCA
Luxembourg
$784K -$68.9K -2,162 -7%
PWM
330
Perigon Wealth Management
California
$781K -$59.5K -1,869 -7%
US Bancorp
331
US Bancorp
Minnesota
$769K -$10.4K -327 -1%
SFA
332
Sequoia Financial Advisors
Ohio
$759K -$74.1K -2,325 -8%
Allspring Global Investments
333
Allspring Global Investments
North Carolina
$753K +$145K +4,538 +20%
NMERB
334
New Mexico Educational Retirement Board
New Mexico
$736K +$73.3K +2,300 +10%
FTEA
335
Forty-three Eighteen Advisors
Arkansas
$733K +$796K +24,994 New
PWS
336
Peterson Wealth Services
Utah
$729K +$247K +7,740 +45%
OCBCO
337
Oversea-Chinese Banking Corp (OCBC)
Singapore
$719K -$2.04M -64,051 -73%
IA
338
Inspire Advisors
Idaho
$717K +$167K +5,232 +27%
HI
339
Horizon Investments
North Carolina
$713K -$22.7K -713 -3%
CGH
340
Crossmark Global Holdings
Texas
$707K +$17.2K +539 +2%
M&T Bank
341
M&T Bank
New York
$705K +$86.2K +2,705 +13%
Squarepoint
342
Squarepoint
New York
$701K +$281K +8,818 +58%
Neuberger Berman Group
343
Neuberger Berman Group
New York
$697K -$152K -4,783 -17%
PP
344
Prudential plc
United Kingdom
$695K -$441K -13,846 -37%
WorldQuant Millennium Advisors
345
WorldQuant Millennium Advisors
New York
$693K +$753K +23,639 New
CL
346
CSS LLC
Illinois
$687K +$747K +23,435 New
SOS
347
Silver Oak Securities
Tennessee
$679K +$29.8K +935 +4%
VFA
348
Valeo Financial Advisors
Indiana
$668K +$132K +4,137 +22%
AWA
349
Arkadios Wealth Advisors
Georgia
$667K +$58.4K +1,833 +9%
DWM
350
Dynasty Wealth Management
Florida
$659K +$716K +22,470 New