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Name Holding Trade Value Shares
Change
Change in
Stake
KCM
451
Kathmere Capital Management
Pennsylvania
$254K +$234K +4,884 New
CIA
452
Concurrent Investment Advisors
Florida
$254K -$4.8K -100 -2%
RWM
453
Ritholtz Wealth Management
New York
$253K +$233K +4,864 New
CTC
454
Central Trust Company
Missouri
$253K
GT
455
Glenview Trust
Kentucky
$253K -$36.6K -764 -14%
PHK
456
Point72 Hong Kong
Hong Kong
$252K +$233K +4,850 New
BFA
457
Bragg Financial Advisors
North Carolina
$251K
MC
458
Moors & Cabot
Massachusetts
$251K +$6.76K +141 +3%
TFA
459
Tranquilli Financial Advisor
New Jersey
$249K +$25.2K +525 +12%
RFC
460
Regions Financial Corp
Alabama
$237K +$3.98K +83 +2%
CIM
461
Confluence Investment Management
Missouri
$236K -$17.6K -367 -8%
IF
462
Ironwood Financial
Arizona
$233K
BJL
463
Brighton Jones LLC
Washington
$229K +$211K +4,402 New
MG
464
Marex Group
$227K +$209K +4,355 New
VFA
465
Valeo Financial Advisors
Indiana
$226K -$28.6K -596 -12%
XT
466
XTX Topco
Cayman Islands
$226K -$534K -11,132 -72%
WSFS
467
Wilmington Savings Fund Society
Delaware
$226K -$18.7K -390 -8%
SEP
468
Southland Equity Partners
Missouri
$226K +$192 +4 +0.1%
SIC
469
SJS Investment Consulting
Ohio
$225K
EWA
470
EP Wealth Advisors
California
$225K -$4.99K -104 -2%
SFS
471
Sowell Financial Services
Arkansas
$225K +$207K +4,314 New
MWM
472
Modera Wealth Management
New Jersey
$224K
BRM
473
Boston Research & Management
Massachusetts
$224K
MLL
474
Moody Lynn & Lieberson
Massachusetts
$222K
CF
475
Corebridge Financial
Texas
$222K