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Name Holding Trade Value Shares
Change
Change in
Stake
PA
326
Procyon Advisors
Connecticut
$307K -$17.2K -375 -6%
MAS
327
Meeder Advisory Services
Ohio
$304K +$73.6K +1,602 +34%
FAFN
328
First Affirmative Financial Network
Colorado
$291K +$34.6K +753 +14%
EF
329
Empowered Funds
Pennsylvania
$290K +$33.2K +723 +14%
CAPTRUST Financial Advisors
330
CAPTRUST Financial Advisors
North Carolina
$289K +$30.1K +656 +12%
HGERS
331
Householder Group Estate & Retirement Specialist
Arizona
$288K +$29.1K +634 +12%
Vontobel Holding
332
Vontobel Holding
Switzerland
$279K
IGAM
333
iA Global Asset Management
Quebec, Canada
$276K +$14.8K +322 +6%
EP
334
EPIQ Partners
Minnesota
$275K
TC
335
TownSquare Capital
Utah
$272K -$151K -3,278 -37%
GT
336
Glenmede Trust
Pennsylvania
$272K +$259K +5,635 New
SPC
337
Stewart & Patten Company
California
$269K -$27.7K -604 -10%
VCP
338
Verus Capital Partners
Arizona
$266K -$13.8K -300 -5%
Koshinski Asset Management
339
Koshinski Asset Management
Illinois
$266K +$98.9K +2,153 +64%
FA
340
FDx Advisors
Illinois
$259K -$15.6K -340 -6%
AWM
341
Avaii Wealth Management
Wisconsin
$258K +$1.19K +26 +0.5%
AWS
342
Atria Wealth Solutions
New York
$257K +$114K +2,485 +87%
TMAM
343
Tokio Marine Asset Management
Japan
$257K
Bessemer Group
344
Bessemer Group
New Jersey
$257K +$182K +3,966 +290%
FTA
345
Financial & Tax Architects
Missouri
$257K -$3.63K -79 -1%
FAN
346
Financial Advisors Network
California
$256K +$3.35K +73 +1%
RIL
347
Rothschild Investment LLC
Illinois
$253K -$18.5K -402 -7%
PTC
348
Private Trust Company
Ohio
$246K +$597 +13 +0.3%
WI
349
WrapManager Inc
California
$245K -$58.2K -1,267 -20%
FAIM
350
Financial Advocates Investment Management
Washington
$244K +$16.6K +361 +8%