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Name Holding Trade Value Shares
Change
Change in
Stake
PWPS
226
Pinnacle Wealth Planning Services
Ohio
$60.8K
SAM
227
Silvercrest Asset Management
New York
$57.8K
GBT
228
Grove Bank & Trust
Florida
$57.7K -$2.27K -786 -3%
Cerity Partners
229
Cerity Partners
New York
$57.5K +$24.4K +8,440 +61%
EAM
230
Erste Asset Management
Austria
$56.8K
SIA
231
Sit Investment Associates
Minnesota
$56K
Janney Montgomery Scott
232
Janney Montgomery Scott
Pennsylvania
$56K +$544 +188 +0.9%
FTDI
233
First Trust Direct Indexing
Massachusetts
$56K +$27.4K +9,490 +78%
UB
234
UMB Bank
Missouri
$55.4K -$5.49K -1,898 -8%
EWM
235
Endowment Wealth Management
Wisconsin
$53.5K -$43.6K -15,085 -42%
VA
236
Vident Advisory
Georgia
$53.1K +$59.5K +20,564 New
PCS
237
Personal CFO Solutions
New Jersey
$52.5K +$610 +211 +1%
Credit Agricole
238
Credit Agricole
France
$51.6K
DBT
239
Dubuque Bank & Trust
Iowa
$51.5K +$5.88K +2,034 +11%
AGC
240
Aspen Grove Capital
Colorado
$50.4K +$8.17K +2,824 +17%
CS
241
Comerica Securities
Michigan
$49K -$1.79K -619 -3%
PAM
242
Paradigm Asset Management
New York
$46.3K
RIA
243
Regal Investment Advisors
Michigan
$46.2K -$2.71K -938 -5%
Stifel Financial
244
Stifel Financial
Missouri
$46.1K +$51.7K +17,865 New
Walleye Capital
245
Walleye Capital
New York
$45.9K +$51.5K +17,792 New
MG
246
Mather Group
Illinois
$45.7K
TIAA Trust, National Association
247
TIAA Trust, National Association
North Carolina
$45.6K +$51.1K +17,686 New
NW
248
NewEdge Wealth
Pennsylvania
$44.1K
VAS
249
Vestmark Advisory Solutions
Massachusetts
$44.1K
AAM
250
Aureus Asset Management
Massachusetts
$43.5K