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Name Holding Trade Value Shares
Change
Change in
Stake
FDCDDQ
501
Federation des caisses Desjardins du Quebec
Quebec, Canada
$194K -$258K -4,722 -60%
QCG
502
Quadrant Capital Group
Ohio
$188K +$44.1K +808 +36%
CWM
503
CarsonAllaria Wealth Management
Illinois
$183K +$1.15K +21 +0.7%
APA
504
American Portfolios Advisors
New York
$183K -$2.35K -43 -1%
LC
505
Lindbrook Capital
California
$179K +$3.11K +57 +2%
MCC
506
Money Concepts Capital
Florida
$177K +$157K +2,868 New
EI
507
Ellevest Inc
New York
$174K +$13.6K +249 +10%
Federated Hermes
508
Federated Hermes
Pennsylvania
$166K +$7.38K +135 +5%
CT
509
Caldwell Trust
Florida
$146K +$13.7K +250 +12%
DMBA
510
Deseret Mutual Benefit Administrators
Utah
$145K -$10.4K -190 -7%
SIM
511
Sentry Investment Management
Wisconsin
$142K -$21.1K -386 -14%
NICM
512
Neo Ivy Capital Management
New York
$142K +$126K +2,304 New
T
513
TOBAM
France
$140K +$50.7K +927 +70%
Lazard Asset Management
514
Lazard Asset Management
New York
$137K +$35.8K +656 +42%
Jones Financial Companies
515
Jones Financial Companies
Missouri
$133K +$49.7K +909 +73%
Carson Wealth (CWM LLC)
516
Carson Wealth (CWM LLC)
Nebraska
$133K +$70.4K +1,288 +148%
PA
517
Parallel Advisors
California
$131K +$26.9K +492 +31%
MIFH
518
Migdal Insurance & Financial Holdings
Israel
$127K +$111K +2,023 New
MAM
519
Meeder Asset Management
Ohio
$121K +$107K +1,963 New
AWM
520
Avior Wealth Management
Nebraska
$114K – – –
NSIM
521
North Star Investment Management
Illinois
$113K -$14.3K -261 -12%
CP
522
Castleview Partners
Texas
$112K +$99.2K +1,816 New
CHA
523
Carmichael Hill & Associates
Maryland
$110K – – –
BWL
524
Bogart Wealth LLC
Virginia
$107K – – –
SCA
525
Stonebridge Capital Advisors
Minnesota
$103K – – –