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Name Holding Trade Value Shares
Change
Change in
Stake
OIA
301
OneDigital Investment Advisors
Kansas
$266K -$8.34K -144 -3%
AAS
302
Avantax Advisory Services
Texas
$263K +$116 +2 +0%
HDIM
303
Hanson & Doremus Investment Management
Vermont
$260K -$13.3K -230 -5%
APG
304
Abacus Planning Group
South Carolina
$258K +$637 +11 +0.3%
CIBC Asset Management
305
CIBC Asset Management
Ontario, Canada
$244K
CCM
306
Coldstream Capital Management
Washington
$242K +$1.91K +33 +0.9%
MIM
307
MTM Investment Management
South Carolina
$237K
II
308
Inspire Investing
Idaho
$235K -$29.3K -506 -12%
MAM
309
Martingale Asset Management
Massachusetts
$233K +$215K +3,708 New
H6H
310
Hightower 6M Holding
Kansas
$232K +$215K +3,706 New
HSA
311
HBK Sorce Advisory
Pennsylvania
$231K -$61.4K -1,060 -22%
CT
312
Caldwell Trust
Florida
$228K -$695 -12 -0.3%
DT
313
Diversified Trust
Tennessee
$227K +$210K +3,627 New
Baird Financial Group
314
Baird Financial Group
Wisconsin
$221K +$205K +3,539 New
FM
315
Foster & Motley
Ohio
$218K -$69.3K -1,196 -26%
SC
316
SouthState Corp
Florida
$215K
Susquehanna International Group
317
Susquehanna International Group
Pennsylvania
$214K -$59.2K -1,023 -23%
BCM
318
Bayesian Capital Management
New York
$213K +$197K +3,397 New
HCM
319
Howland Capital Management
Massachusetts
$213K +$197K +3,408 New
V
320
Veritable
Delaware
$206K -$86.7K -1,497 -31%
JIC
321
Joel Isaacson & Co
New York
$206K +$189K +3,256 New
LCOV
322
London Company of Virginia
Virginia
$206K +$191K +3,300 New
Twin Tree Management
323
Twin Tree Management
Texas
$193K +$179K +3,090 New
AIM
324
ARK Investment Management
Florida
$180K -$29.4K -507 -15%
Koshinski Asset Management
325
Koshinski Asset Management
Illinois
$165K