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Name Holding Trade Value Shares
Change
Change in
Stake
1832 Asset Management
376
1832 Asset Management
Ontario, Canada
$350K – – –
RFC
377
Regions Financial Corp
Alabama
$350K – – –
PP
378
Prudential plc
United Kingdom
$347K +$322K +979 New
BC
379
Bartlett & Co
Ohio
$345K +$329 +1 +0.1%
BCWM
380
Bartlett & Co Wealth Management
Ohio
$345K +$329 +1 +0.1%
RIM
381
Redpoint Investment Management
Australia
$332K – – –
CFG
382
Citizens Financial Group
Rhode Island
$328K – – –
Carson Wealth (CWM LLC)
383
Carson Wealth (CWM LLC)
Nebraska
$327K -$14.1M -42,826 -98%
TI
384
Tidal Investments
Wisconsin
$326K +$34.6K +105 +13%
SPIA
385
Steward Partners Investment Advisory
New York
$325K +$2.31K +7 +0.8%
UCI
386
Uncommon Cents Investing
Wisconsin
$323K – – –
OAM
387
Oppenheimer Asset Management
New York
$322K +$300K +910 New
EWA
388
Exencial Wealth Advisors
Oklahoma
$321K -$19.4K -59 -6%
RC
389
Roundview Capital
New Jersey
$321K – – –
FC
390
Financial Consulate
Maryland
$321K +$9.88K +30 +3%
PA
391
Profund Advisors
Maryland
$308K -$28K -85 -9%
NFC
392
Northeast Financial Consultants
Connecticut
$302K – – –
MPCG
393
Matrix Private Capital Group
New York
$302K +$1.98K +6 +0.7%
SWK
394
Stephen W. Kidder
$302K +$280K +850 New
EF
395
Empirical Finance
Pennsylvania
$296K +$31.9K +97 +13%
CI
396
Cigna Investments
Connecticut
$290K -$74.4K -226 -22%
XT
397
XTX Topco
Cayman Islands
$290K +$269K +818 New
CCP
398
Corient Capital Partners
California
$289K +$45.4K +138 +20%
PP
399
Pegasus Partners
Wisconsin
$286K -$82.3K -250 -24%
V
400
Veritable
Delaware
$285K +$3.95K +12 +2%