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Name Holding Trade Value Shares
Change
Change in
Stake
CW
901
CreativeOne Wealth
Kansas
$2.76M +$279K +820 +12%
GI
902
GS Investments
Minnesota
$2.75M -$96.9K -285 -4%
SWM
903
Spire Wealth Management
Virginia
$2.73M -$5.38M -15,821 -67%
PHS
904
Pekin Hardy Strauss
Illinois
$2.73M +$2.65M +7,796 New
LRPA
905
L. Roy Papp & Associates
Arizona
$2.72M -$52.7K -155 -2%
EFS
906
Essex Financial Services
Connecticut
$2.7M -$318K -934 -11%
PIM
907
Penobscot Investment Management
Massachusetts
$2.69M -$3.34M -9,818 -56%
MAS
908
Meeder Advisory Services
Ohio
$2.69M -$163K -480 -6%
TAM
909
Trillium Asset Management
Massachusetts
$2.66M -$403K -1,185 -14%
CAM
910
Congress Asset Management
Massachusetts
$2.66M -$43.2K -127 -2%
CPW
911
Cove Private Wealth
New York
$2.64M +$1.06M +3,123 +70%
TW
912
TritonPoint Wealth
Maryland
$2.64M -$624K -1,836 -20%
AF
913
Atala Financial
California
$2.63M +$565K +1,662 +28%
Envestnet Portfolio Solutions
914
Envestnet Portfolio Solutions
Illinois
$2.63M +$123K +361 +5%
SW
915
SlateStone Wealth
Florida
$2.63M -$428K -1,259 -14%
FNT
916
First Nebraska Trust
Nebraska
$2.62M -$369K -1,085 -13%
MAM
917
Milestone Asset Management
Pennsylvania
$2.62M +$2.06M +6,057 +426%
Lord, Abbett & Co
918
Lord, Abbett & Co
New Jersey
$2.6M -$990K -2,912 -28%
FTWA
919
Fifth Third Wealth Advisors
Ohio
$2.6M +$28.6K +84 +1%
GT
920
Glenview Trust
Kentucky
$2.59M -$1.4M -4,128 -36%
FFBTD
921
First Financial Bank - Trust Division
Ohio
$2.59M +$2.52M +7,403 New
MK
922
MASTERINVEST Kapitalanlage
$2.59M
VCM
923
Voleon Capital Management
California
$2.59M -$1.06M -3,120 -30%
JF
924
Jump Financial
Illinois
$2.58M -$10.5M -30,798 -81%
CTC
925
Central Trust Company
Missouri
$2.58M -$274K -806 -10%