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Name Holding Trade Value Shares
Change
Change in
Stake
OSAM
301
O'Shaughnessy Asset Management
Connecticut
$245K -$102K -1,383 -29%
JCM
302
Jacobi Capital Management
Pennsylvania
$242K -$84.2K -1,141 -25%
SGCA
303
Steel Grove Capital Advisors
Tennessee
$241K -$1.19M -16,070 -83%
BRWA
304
B. Riley Wealth Advisors
Florida
$239K +$51.5K +697 +27%
KeyBank National Association
305
KeyBank National Association
Ohio
$238K -$12.7K -172 -5%
TI
306
Tidal Investments
Wisconsin
$238K -$91.5K -1,240 -27%
MG
307
Marex Group
$231K +$236K +3,197 New
SCM
308
Sterling Capital Management
North Carolina
$229K -$10.6K -144 -4%
GAM
309
Griffin Asset Management
New York
$225K -$4.58K -62 -2%
SPIA
310
Steward Partners Investment Advisory
New York
$224K +$213K +2,884 +1,317%
VAMG
311
Voisard Asset Management Group
Michigan
$224K
LFA
312
Legacy Financial Advisors
Kentucky
$219K -$1.99K -27 -0.9%
FTEA
313
Forty-three Eighteen Advisors
Arkansas
$216K +$221K +3,000 New
Carson Wealth (CWM LLC)
314
Carson Wealth (CWM LLC)
Nebraska
$214K -$18.5K -250 -8%
WS
315
Wedbush Securities
California
$214K +$219K +2,960 New
BTC
316
Bank & Trust Company
Illinois
$213K -$5.17K -70 -2%
URS
317
Utah Retirement Systems
Utah
$209K
ONSWM
318
Old North State Wealth Management
North Carolina
$209K +$10.6K +143 +5%
PWM
319
Prosperity Wealth Management
California
$203K +$208K +2,812 New
VRS
320
Virginia Retirement Systems
Virginia
$202K +$207K +2,800 New
FFM
321
Forum Financial Management
Illinois
$202K
Amundi
322
Amundi
France
$202K +$206K +2,797 New
SIC
323
Sage Investment Counsel
Tennessee
$202K +$206K +2,795 New
HPC
324
HM Payson & Co
Maine
$196K -$14.8K -200 -7%
VWM
325
Vermillion Wealth Management
Minnesota
$190K -$29.1K -394 -13%