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Name Holding Trade Value Shares
Change
Change in
Stake
ET
326
Equitable Trust
Tennessee
$261K +$266K +3,778 New
AFG
327
Atomi Financial Group
New York
$247K +$253K +3,584 New
LFG
328
Larson Financial Group
Missouri
$243K +$1.62K +23 +0.7%
FTWA
329
Fifth Third Wealth Advisors
Ohio
$241K -$20.9K -296 -8%
MGP
330
M&G plc
United Kingdom
$237K -$691K -9,812 -74%
MYIA
331
Mount Yale Investment Advisors
Colorado
$234K +$239K +3,394 New
DG
332
DMC Group
Alabama
$232K -$2.89K -41 -1%
BP
333
Ballentine Partners
Massachusetts
$231K +$15K +213 +7%
TPI
334
Trust Point Inc
Wisconsin
$231K +$236K +3,350 New
CIBC Asset Management
335
CIBC Asset Management
Ontario, Canada
$230K +$12.3K +175 +6%
FHA
336
Flagship Harbor Advisors
Massachusetts
$230K -$25.2K -357 -10%
C
337
Covestor
United Kingdom
$222K +$60.6K +860 +36%
AT
338
American Trust
Kentucky
$221K -$11.3K -161 -5%
SL
339
Summitry LLC
California
$221K +$225K +3,197 New
CA
340
Claro Advisors
Massachusetts
$220K +$224K +3,182 New
PS
341
Principal Securities
Iowa
$213K +$10.4K +147 +5%
BTW
342
Boston Trust Walden
Massachusetts
$207K +$211K +3,000 New
RFA
343
Register Financial Advisors
Georgia
$207K +$211K +3,000 New
WF
344
WoodTrust Financial
Wisconsin
$207K +$211K +3,000 New
SOW
345
State of Wyoming
Wyoming
$204K -$7.61K -108 -4%
ECM
346
Everence Capital Management
Indiana
$204K +$208K +2,950 New
OC
347
Oarsman Capital
Wisconsin
$200K +$3.52K +50 +2%
Northwestern Mutual Wealth Management
348
Northwestern Mutual Wealth Management
Wisconsin
$187K +$42.7K +606 +29%
FHA
349
First Horizon Advisors
Tennessee
$183K +$25.8K +366 +16%
IA
350
IFP Advisors
Florida
$181K +$8.81K +125 +5%