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Name Holding Trade Value Shares
Change
Change in
Stake
CCA
726
Cadent Capital Advisors
Oklahoma
$242K +$255K +2,800 New
CGH
727
Crossmark Global Holdings
Texas
$241K -$3.37K -37 -1%
OL
728
Optas LLC
Texas
$241K -$9.1K -100 -3%
FTDI
729
First Trust Direct Indexing
Massachusetts
$240K +$253K +2,774 New
IWP
730
Insight Wealth Partners
Texas
$240K +$252K +2,773 New
ORG
731
Optimist Retirement Group
Washington
$238K +$728 +8 +0.3%
MAM
732
Meeder Asset Management
Ohio
$238K +$245K +2,689 +4,636%
BIM
733
Bridges Investment Management
Nebraska
$232K +$244K +2,685 New
FA
734
FDx Advisors
Illinois
$232K -$21.4K -235 -8%
Capstone Investment Advisors
735
Capstone Investment Advisors
New York
$230K -$428K -4,697 -64%
PCA
736
Private Capital Advisors
Connecticut
$229K +$241K +2,648 New
QI
737
Qtron Investments
Massachusetts
$226K +$238K +2,616 New
RJT
738
Raymond James Trust
Florida
$226K +$238K +2,615 New
SC
739
Steph & Co
Wisconsin
$226K -$44.5K -489 -16%
WCA
740
Westover Capital Advisors
Delaware
$225K +$237K +2,598 New
HWM
741
HB Wealth Management
Georgia
$224K +$236K +2,589 New
MCM
742
Magnolia Capital Management
New York
$223K +$235K +2,580 New
VCP
743
Verus Capital Partners
Arizona
$223K +$234K +2,573 New
FFO
744
Fiduciary Family Office
Florida
$222K
AIM
745
Aigen Investment Management
New York
$220K -$1.81M -19,921 -89%
QC
746
QCM Cayman
Texas
$219K +$230K +2,527 New
AWA
747
Aaron Wealth Advisors
Illinois
$217K -$6.1K -67 -3%
BBHC
748
Brown Brothers Harriman & Co
New York
$216K
MLIC
749
Mandatum Life Insurance Company
Finland
$216K +$228K +2,500 New
EMAM
750
Encompass More Asset Management
California
$216K +$227K +2,491 New