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Name Holding Trade Value Shares
Change
Change in
Stake
LS
301
Livforsakringsbolaget Skandia
Sweden
$255K
CF
302
Centaurus Financial
California
$249K
NA
303
NewEdge Advisors
Louisiana
$247K +$87.7K +311 +47%
DC
304
Davenport & Co
Virginia
$246K -$618K -2,191 -69%
OWM
305
OneAscent Wealth Management
Alabama
$241K +$267K +945 New
YMRC
306
Yorktown Management & Research Company
Virginia
$240K +$67.7K +240 +34%
OFS
307
OneAscent Financial Services
Alabama
$240K +$265K +940 New
FAM
308
Formidable Asset Management
Ohio
$221K
PFS
309
Prospera Financial Services
Texas
$221K +$4.23K +15 +2%
SM
310
Sciencast Management
New Jersey
$221K +$278K +985 New
BCMO
311
Buckingham Capital Management (Ohio)
Ohio
$212K +$234K +831 New
CCP
312
Corient Capital Partners
California
$211K -$146K -518 -39%
Creative Planning
313
Creative Planning
Kansas
$210K -$86.3K -306 -27%
WS
314
Wedbush Securities
California
$210K -$28.2K -100 -11%
RIA
315
Realta Investment Advisors
Delaware
$209K -$1.69K -6 -0.7%
PAM
316
Paradigm Asset Management
New York
$204K -$28.2K -100 -11%
AQR Capital Management
317
AQR Capital Management
Connecticut
$204K -$11.9M -42,244 -98%
Northwestern Mutual Wealth Management
318
Northwestern Mutual Wealth Management
Wisconsin
$189K
Pacer Advisors
319
Pacer Advisors
Pennsylvania
$164K +$181K +642 New
FWM
320
Focused Wealth Management
New York
$160K -$62K -220 -26%
RE
321
RBC Europe
United Kingdom
$155K
FMLI
322
Fukoku Mutual Life Insurance
Japan
$153K +$28.2K +100 +20%
AF
323
Advisornet Financial
Minnesota
$145K +$60.6K +215 +61%
NFSG
324
Newbridge Financial Services Group
Florida
$141K -$35.5K -126 -19%
Federated Hermes
325
Federated Hermes
Pennsylvania
$137K -$6.57M -23,291 -98%