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Name Holding Trade Value Shares
Change
Change in
Stake
WCM
401
Winthrop Capital Management
Indiana
$419K +$38.4K +400 +10%
Raiffeisen Bank International
402
Raiffeisen Bank International
Austria
$415K +$416K +4,342 New
PA
403
PFG Advisors
Arizona
$412K +$56.4K +588 +16%
SW
404
SVB Wealth
Massachusetts
$391K +$392K +4,084 New
PTC
405
Petrus Trust Company
Texas
$389K +$56.8K +592 +17%
MassMutual Private Wealth & Trust
406
MassMutual Private Wealth & Trust
Connecticut
$386K -$52.8K -550 -12%
Tudor Investment Corp
407
Tudor Investment Corp
Connecticut
$381K +$382K +3,984 New
Eagle Global Advisors
408
Eagle Global Advisors
Texas
$377K – – –
MTC
409
McDaniel Terry & Co
Texas
$375K – – –
Lido Advisors
410
Lido Advisors
California
$374K -$77.8K -811 -17%
SC
411
Syon Capital
California
$360K -$23.4K -244 -6%
Metis Global Partners
412
Metis Global Partners
California
$359K +$3.84K +40 +1%
WA
413
Wealthstream Advisors
New York
$358K +$87.2K +909 +32%
OF
414
Optimize Financial
California
$354K +$355K +3,698 New
Arax Advisory Partners
415
Arax Advisory Partners
Colorado
$353K -$8.15K -85 -2%
CI
416
Cigna Investments
Connecticut
$352K – – –
SM
417
Sciencast Management
New Jersey
$348K -$1.13M -11,815 -76%
Callan Family Office
418
Callan Family Office
Pennsylvania
$343K +$344K +3,588 New
CC
419
Callan Capital
California
$335K +$73.3K +764 +28%
ESB
420
Essex Savings Bank
Connecticut
$319K -$28.8K -300 -8%
SCA
421
Snowden Capital Advisors
New York
$315K -$1.05K -11 -0.3%
EI
422
Ellevest Inc
New York
$311K -$25.3K -264 -8%
Savant Capital
423
Savant Capital
Illinois
$308K -$11.2K -117 -4%
MMG
424
Monetary Management Group
Missouri
$306K – – –
CMF
425
Counterpoint Mutual Funds
California
$300K +$36.3K +378 +14%