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Name Holding Trade Value Shares
Change
Change in
Stake
SF
301
Summit Financial
New Jersey
$343K -$19.6K -963 -6%
MMM
302
Mendel Money Management
Illinois
$338K +$18.8K +925 +6%
OQS
303
Occudo Quantitative Strategies
Florida
$333K +$316K +15,536 New
MAM
304
Marotta Asset Management
Virginia
$320K -$1.45K -71 -0.5%
OIA
305
OneDigital Investment Advisors
Kansas
$318K +$63.5K +3,119 +27%
NP
306
NorthRock Partners
Minnesota
$314K -$61.3K -3,008 -17%
SI
307
Stephens Inc
Arkansas
$313K -$22.5K -1,106 -7%
IC
308
IEQ Capital
California
$312K +$296K +14,555 New
CF
309
Corebridge Financial
Texas
$303K -$30.7K -1,506 -10%
NAM
310
Nexpoint Asset Management
Texas
$302K -$66.7K -3,273 -19%
PAM
311
Peak Asset Management
Colorado
$284K
SFA
312
Sequoia Financial Advisors
Ohio
$281K +$14.5K +712 +6%
CPBTD
313
Central Pacific Bank - Trust Division
Hawaii
$281K
GT
314
Glenmede Trust
Pennsylvania
$278K +$34.8K +1,710 +15%
SCM
315
Shelton Capital Management
Colorado
$277K -$30.3K -1,490 -10%
CCM
316
Coldstream Capital Management
Washington
$277K +$18.5K +910 +8%
KBC Group
317
KBC Group
Belgium
$271K +$64.8K +3,181 +34%
JSW
318
Journey Strategic Wealth
New Jersey
$269K +$1.63K +80 +0.6%
BTW
319
Boston Trust Walden
Massachusetts
$264K +$13K +636 +5%
S
320
SignatureFD
Georgia
$258K -$5.99K -294 -2%
PA
321
Profund Advisors
Maryland
$257K +$244K +11,980 New
PGFC
322
Peapack-Gladstone Financial Corp
New Jersey
$253K -$49K -2,407 -17%
LFA
323
Legacy Financial Advisors
Kentucky
$253K +$20 +1 +0%
First Trust Advisors
324
First Trust Advisors
Illinois
$251K +$238K +11,682 New
Mercer Global Advisors
325
Mercer Global Advisors
Colorado
$244K +$232K +11,386 New