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Name Holding Trade Value Shares
Change
Change in
Stake
MHB
251
Midwest Heritage Bank
Iowa
$155K +$443 +51 +0.3%
FCM
252
Fourpath Capital Management
Oklahoma
$155K +$17K +1,962 +13%
FTDI
253
First Trust Direct Indexing
Massachusetts
$155K -$103K -11,804 -40%
SG Americas Securities
254
SG Americas Securities
New York
$150K +$3.88K +447 +3%
AFG
255
Atomi Financial Group
New York
$147K +$25.6K +2,948 +22%
BPCE
256
Bank Pictet & Cie (Europe)
Germany
$146K
BIA
257
Barry Investment Advisors
Massachusetts
$146K -$63.9K -7,348 -31%
WT
258
Whittier Trust
California
$145K -$1.65K -190 -1%
SBIA
259
Sheaff Brock Investment Advisors
Indiana
$144K -$38.1K -4,389 -21%
M&T Bank
260
M&T Bank
New York
$143K -$196K -22,505 -58%
APF
261
Alaska Permanent Fund
Alaska
$143K +$139K +16,043 New
AP
262
Adero Partners
California
$142K +$36.8K +4,240 +36%
UCFA
263
United Capital Financial Advisors
Texas
$142K -$27.2K -3,132 -16%
VFA
264
Valeo Financial Advisors
Indiana
$140K -$59.6K -6,864 -30%
DT
265
Diversified Trust
Tennessee
$139K +$313 +36 +0.2%
DC
266
Davenport & Co
Virginia
$138K -$2.21K -254 -2%
PNC
267
Park National Corp
Ohio
$136K +$133K +15,251 New
IB
268
Intrust Bank
Kansas
$134K -$147K -16,951 -53%
PWMG
269
Pinnacle Wealth Management Group
Michigan
$132K +$29K +3,336 +29%
NP
270
NorthRock Partners
Minnesota
$132K +$129K +14,821 New
FCB
271
First County Bank
Connecticut
$129K -$8.22K -946 -6%
SMA
272
Seven Mile Advisory
New Jersey
$128K +$7.28K +838 +6%
SCM
273
SOL Capital Management
Maryland
$126K +$10.4K +1,200 +9%
EI
274
Ellevest Inc
New York
$124K +$121K +13,932 New
IDA
275
Intelligence Driven Advisers
California
$123K +$120K +13,790 New