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Name Holding Trade Value Shares
Change
Change in
Stake
SG
451
StoneX Group
New York
$336K +$17.1K +223 +5%
DAM
452
Delta Asset Management
Tennessee
$335K
BP
453
Ballentine Partners
Massachusetts
$335K -$15.3K -200 -4%
NWAG
454
Net Worth Advisory Group
Utah
$330K -$4.67K -61 -1%
WIA
455
Wetzel Investment Advisors
Indiana
$325K
SI
456
Seeds Investor
New York
$315K +$17.7K +232 +6%
UB
457
UMB Bank
Missouri
$315K +$20.9K +273 +7%
MG
458
Mather Group
Illinois
$315K +$76 +1 +0%
SO
459
STRS Ohio
Ohio
$314K +$535 +7 +0.2%
AL
460
Arnhold LLC
New York
$310K
SC
461
Schulhoff & Co
Ohio
$310K
WorldQuant Millennium Advisors
462
WorldQuant Millennium Advisors
New York
$309K +$305K +3,991 New
PWM
463
Paulson Wealth Management
Illinois
$308K
FMI
464
F/M Investments
District of Columbia
$305K
DT
465
Diversified Trust
Tennessee
$302K -$1.38K -18 -0.5%
BAAM
466
Baker Avenue Asset Management
California
$300K +$296K +3,873 New
HIP
467
HUB Investment Partners
Texas
$296K +$292K +3,824 New
GRQ
468
Gardner Russo & Quinn
Pennsylvania
$295K
MC
469
Moors & Cabot
Massachusetts
$294K
EPW
470
Evolve Private Wealth
California
$292K +$288K +3,763 New
CWM
471
Centurion Wealth Management
Virginia
$291K
AWM
472
Apollon Wealth Management
South Carolina
$290K -$4.97K -65 -2%
CA
473
Clearstead Advisors
Ohio
$290K -$21.9K -287 -7%
VFA
474
Valeo Financial Advisors
Indiana
$288K +$12.9K +169 +5%
CCA
475
Childress Capital Advisors
Texas
$284K +$281K +3,668 New