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Tyler Technologies

Name Holding Trade Value Shares
Change
Change in
Stake
NIM
526
NEOS Investment Management
Connecticut
$249K +$238K +595 New
KAS
527
Kestra Advisory Services
Texas
$247K +$3.2K +8 +1%
SCA
528
Summit Creek Advisors
Minnesota
$243K
Carson Wealth (CWM LLC)
529
Carson Wealth (CWM LLC)
Nebraska
$240K +$22.4K +56 +11%
ST
530
Somerset Trust
Pennsylvania
$239K -$68K -170 -23%
RIA
531
Regal Investment Advisors
Michigan
$237K +$227K +568 New
VSQM
532
V-Square Quantitative Management
Illinois
$236K
FB
533
Fulton Bank
Pennsylvania
$235K +$7.6K +19 +4%
OIA
534
OneDigital Investment Advisors
Kansas
$231K +$221K +553 New
WF
535
WoodTrust Financial
Wisconsin
$231K +$221K +552 New
BIAS
536
Beacon Investment Advisory Services
New Jersey
$230K
TPA
537
Trivium Point Advisory
Connecticut
$230K
CCM
538
Carlson Capital Management
Minnesota
$226K
MWM
539
Moran Wealth Management
Florida
$226K +$216K +540 New
AAS
540
Ameritas Advisory Services
Nebraska
$223K +$205K +514 New
AA
541
Apriem Advisors
California
$223K
OFG
542
Oxford Financial Group
Indiana
$220K -$240K -600 -53%
MAM
543
Marquette Asset Management
Minnesota
$220K -$6.4K -16 -3%
VCA
544
Verdence Capital Advisors
Maryland
$220K +$210K +525 New
FHA
545
First Horizon Advisors
Tennessee
$216K +$23.2K +58 +13%
HCM
546
Hengehold Capital Management
Ohio
$215K +$206K +515 New
MAS
547
Meeder Advisory Services
Ohio
$214K +$205K +513 New
TIAA Trust, National Association
548
TIAA Trust, National Association
North Carolina
$212K +$203K +508 New
SFG
549
StrategIQ Financial Group
Indiana
$211K +$201K +504 New
CSI
550
Cross Staff Investments
New York
$209K +$200K +500 New