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Name Holding Trade Value Shares
Change
Change in
Stake
FIA
501
Foundations Investment Advisors
Arizona
$306K +$327K +3,497 New
TE
502
Tema ETFs
New York
$304K +$1.31K +14 +0.4%
TPCW
503
TD Private Client Wealth
New York
$304K -$40.2K -431 -11%
First Manhattan
504
First Manhattan
New York
$302K – – –
QFW
505
QTR Family Wealth
Florida
$302K -$12.4K -133 -4%
MFAM
506
Motley Fool Asset Management
Virginia
$301K +$39.8K +426 +14%
SI
507
Stephens Inc
Arkansas
$298K -$7.66K -82 -2%
CIA
508
Concurrent Investment Advisors
Florida
$298K +$318K +3,405 New
SFC
509
SYM Financial Corp
Indiana
$297K +$2.8K +30 +0.9%
PWPS
510
Pinnacle Wealth Planning Services
Ohio
$297K +$257K +2,750 +432%
VSQM
511
V-Square Quantitative Management
Illinois
$296K +$187 +2 +0.1%
PCM
512
Parsons Capital Management
Rhode Island
$289K – – –
QCG
513
Quadrant Capital Group
Ohio
$287K -$1.4K -15 -0.5%
OTL
514
Oak Thistle LLC
New York
$287K +$306K +3,281 New
OIA
515
OneDigital Investment Advisors
Kansas
$283K -$102K -1,091 -25%
PCIA
516
Prime Capital Investment Advisors
Kansas
$283K +$1.21K +13 +0.4%
TWC
517
TD Waterhouse Canada
Ontario, Canada
$279K – – –
IB
518
Intrust Bank
Kansas
$278K -$32.9K -352 -10%
CIM
519
Cambria Investment Management
California
$272K -$8.98M -96,226 -97%
EHC
520
Everett Harris & Co
California
$271K – – –
ST
521
Spinnaker Trust
Maine
$270K – – –
OFS
522
OneAscent Financial Services
Alabama
$267K +$284K +3,045 New
Envestnet Portfolio Solutions
523
Envestnet Portfolio Solutions
Illinois
$266K -$108K -1,152 -28%
CI
524
CX Institutional
Indiana
$265K -$2.9K -31 -1%
GT
525
Glenview Trust
Kentucky
$265K – – –