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Name Holding Trade Value Shares
Change
Change in
Stake
CCM
226
Chiron Capital Management
Florida
$468K +$511K +27,318 New
HIC
227
Holderness Investments Company
North Carolina
$463K -$7.08K -378 -1%
KWM
228
Kingsview Wealth Management
Oregon
$462K +$42.4K +2,262 +9%
Invesco
229
Invesco
Georgia
$452K -$1.44M -76,781 -74%
WPW
230
Waldron Private Wealth
Pennsylvania
$447K +$489K +26,100 New
CTC
231
Central Trust Company
Missouri
$438K -$10.3K -550 -2%
Wolverine Trading
232
Wolverine Trading
Illinois
$435K +$478K +25,516 New
FTDI
233
First Trust Direct Indexing
Massachusetts
$434K +$112K +5,992 +31%
QSS
234
Quantitative Systematic Strategies
Florida
$431K -$369K -19,725 -44%
GA
235
GFS Advisors
Texas
$426K
ECM
236
ExodusPoint Capital Management
New York
$424K +$463K +24,738 New
CG
237
Cutler Group
California
$423K +$463K +24,739 New
EVM
238
Eaton Vance Management
Massachusetts
$419K -$119K -6,341 -21%
KeyBank National Association
239
KeyBank National Association
Ohio
$412K -$70.2K -3,749 -13%
VAS
240
Vestmark Advisory Solutions
Massachusetts
$412K +$75 +4 +0%
AIM
241
Anchor Investment Management
South Carolina
$408K +$91.7K +4,900 +26%
IAA
242
Ironsides Asset Advisors
North Carolina
$408K +$142K +7,600 +47%
DTL
243
Dynamic Technology Lab
Singapore
$399K +$436K +23,268 New
IAA
244
Independent Advisor Alliance
North Carolina
$388K -$24.1K -1,287 -5%
SPC
245
Sigma Planning Corp
Michigan
$388K +$36.3K +1,937 +9%
FHA
246
Flagship Harbor Advisors
Massachusetts
$386K +$15K +800 +4%
VVP
247
Venture Visionary Partners
Ohio
$384K +$1.53K +82 +0.4%
AF
248
Allworth Financial
California
$376K -$4.27K -228 -1%
SFM
249
Signet Financial Management
New Jersey
$374K +$409K +21,833 New
ATIA
250
American Trust Investment Advisors
New Hampshire
$361K +$51.6K +2,755 +15%