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Name Holding Trade Value Shares
Change
Change in
Stake
APP
526
Avantax Planning Partners
Iowa
$287K
CA
527
Claro Advisors
Massachusetts
$287K +$13.9K +65 +5%
IAM
528
Infusive Asset Management
New York
$284K -$41.2K -193 -3%
KTA
529
Keeley-Teton Advisors
Illinois
$283K
MCP
530
Martin Capital Partners
Oregon
$283K +$3.42K +16 +1%
LWANC
531
Laurel Wealth Advisors (North Carolina)
North Carolina
$282K -$4.27K -20 -2%
WAM
532
Wakefield Asset Management
Colorado
$282K +$12.2K +57 +5%
MSFS
533
Main Street Financial Solutions
Pennsylvania
$281K +$279K +1,305 New
Vanguard Personalized Indexing Management
534
Vanguard Personalized Indexing Management
California
$280K -$222K -1,040 -44%
RMC
535
Resources Management Corp
Connecticut
$271K -$42.7K -200 -14%
MWM
536
Mattern Wealth Management
Kansas
$271K
KWM
537
Kolinsky Wealth Management
New Jersey
$271K +$269K +1,259 New
MAM
538
Meeder Asset Management
Ohio
$269K -$346K -1,622 -56%
RIA
539
Regal Investment Advisors
Michigan
$267K
FFM
540
Forum Financial Management
Illinois
$266K +$263K +1,233 New
RMCM
541
Reynders McVeigh Capital Management
Massachusetts
$264K +$48.3K +226 +23%
CI
542
Cigna Investments
Connecticut
$263K -$110K -513 -29%
PMAM
543
Penn Mutual Asset Management
Pennsylvania
$263K +$66.2K +310 +34%
KPWS
544
Kestra Private Wealth Services
Texas
$262K +$26.1K +122 +11%
BCM
545
Birch Capital Management
Texas
$257K
CAM
546
CenterStar Asset Management
Illinois
$254K
IAIM
547
Industrial Alliance Investment Management
Quebec, Canada
$253K +$251K +1,174 New
SCA
548
Stonebridge Capital Advisors
Minnesota
$248K
FDCDDQ
549
Federation des caisses Desjardins du Quebec
Quebec, Canada
$247K +$21.4K +100 +10%
RWM
550
Ritholtz Wealth Management
New York
$242K +$10.5K +49 +5%