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Name Holding Trade Value Shares
Change
Change in
Stake
CIP
351
Capital Insight Partners
Arizona
$321K +$32.7K +264 +12%
II
352
Inspire Investing
Idaho
$314K +$47.4K +382 +19%
CIBC World Market
353
CIBC World Market
Ontario, Canada
$313K +$295K +2,383 New
BEAM
354
Baker Ellis Asset Management
Washington
$309K +$291K +2,350 New
SGI
355
Summit Global Investments
Utah
$307K +$290K +2,337 New
CCM
356
Coldstream Capital Management
Washington
$307K +$9.92K +80 +4%
FP
357
Foundry Partners
Minnesota
$301K
HR
358
Howe & Rusling
New York
$301K +$23.8K +192 +9%
WAM
359
Watershed Asset Management
California
$299K +$282K +2,272 New
V
360
Veritable
Delaware
$281K
FIM
361
Freedom Investment Management
Connecticut
$274K -$173K -1,394 -40%
ATPW
362
Ashton Thomas Private Wealth
Arizona
$268K -$6.45K -52 -2%
FWM
363
ForthRight Wealth Management
Georgia
$264K +$9.67K +78 +4%
ECG
364
Edge Capital Group
Georgia
$263K
Fifth Third Bancorp
365
Fifth Third Bancorp
Ohio
$262K -$129K -1,040 -34%
BAM
366
Belpointe Asset Management
Nevada
$259K -$334K -2,690 -58%
EWA
367
EP Wealth Advisors
California
$257K
GHA
368
GW Henssler & Associates
Georgia
$257K +$8.18K +66 +3%
PA
369
Profund Advisors
Maryland
$252K -$31.7K -256 -12%
GT
370
Greenleaf Trust
Michigan
$246K -$19.7K -159 -8%
CIBC Asset Management
371
CIBC Asset Management
Ontario, Canada
$231K
WHAM
372
Windmill Hill Asset Management
United Kingdom
$227K
ECM
373
EMC Capital Management
Texas
$223K -$104K -841 -31%
MWPCG
374
Measured Wealth Private Client Group
New Hampshire
$217K +$205K +1,653 New
Bank of Nova Scotia
375
Bank of Nova Scotia
Ontario, Canada
$216K -$2.98K -24 -1%