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Name Holding Trade Value Shares
Change
Change in
Stake
LNC
301
Lincoln National Corp
Pennsylvania
$302K +$105K +6,129 +42%
SG
302
StoneX Group
New York
$293K -$770K -45,098 -69%
KWA
303
KCS Wealth Advisory
California
$292K +$341K +19,947 New
Manulife (Manufacturers Life Insurance)
304
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$292K -$4.7K -275 -1%
VAS
305
Vestmark Advisory Solutions
Massachusetts
$289K -$39.4K -2,306 -10%
AWM
306
Aevitas Wealth Management
Massachusetts
$288K +$336K +19,700 New
Mercer Global Advisors
307
Mercer Global Advisors
Colorado
$278K +$22.3K +1,303 +7%
WHAM
308
Windmill Hill Asset Management
United Kingdom
$277K +$323K +18,900 New
DZ Bank
309
DZ Bank
Germany
$273K +$318K +18,615 New
AAS
310
Avantax Advisory Services
Texas
$272K +$114K +6,684 +56%
BTI
311
Blue Trust Inc
Georgia
$272K +$232K +13,597 New
CCP
312
Corient Capital Partners
California
$271K -$111K -6,475 -26%
MA
313
Mutual Advisors
Nebraska
$268K +$55.5K +3,248 +22%
CAPTRUST Financial Advisors
314
CAPTRUST Financial Advisors
North Carolina
$265K +$54.7K +3,200 +21%
CCM
315
CAAS Capital Management
New York
$264K +$308K +18,049 New
EWA
316
EverSource Wealth Advisors
Alabama
$259K +$103K +6,001 +51%
WI
317
Wahed Invest
New York
$258K +$38.9K +2,276 +15%
FCI
318
Financial Counselors Inc
Kansas
$257K -$1.59K -93 -0.5%
SW
319
SVB Wealth
Massachusetts
$256K +$49.7K +2,907 +20%
IA
320
IFG Advisory
Georgia
$251K +$294K +17,222 New
ST
321
Sabal Trust
Florida
$249K +$290K +17,000 New
JG
322
Jefferies Group
New York
$249K +$290K +17,000 New
GT
323
Glenmede Trust
Pennsylvania
$248K +$13.7K +804 +5%
CIM
324
Confluence Investment Management
Missouri
$244K -$2.96K -173 -1%
SPF
325
Steven Patrick Farmer
$244K +$285K +16,657 New