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Name Holding Trade Value Shares
Change
Change in
Stake
WSFS
551
Wilmington Savings Fund Society
Delaware
$301K -$2.43K -20 -0.7%
MWM
552
Modera Wealth Management
New Jersey
$301K -$1.34K -11 -0.4%
IAG
553
Investment Advisory Group
Massachusetts
$297K
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
554
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$294K -$6.3M -51,829 -95%
AA
555
ALPS Advisors
Colorado
$294K -$3.4K -28 -1%
PJSIMP
556
P.J. Schmidt Investment Management (PJS)
Wisconsin
$291K -$25.3K -208 -8%
UB
557
UMB Bank
Missouri
$290K +$4.13K +34 +1%
HWM
558
HB Wealth Management
Georgia
$289K -$5.59K -46 -2%
SFA
559
Sequoia Financial Advisors
Ohio
$288K +$28.9K +238 +10%
AAS
560
Avantax Advisory Services
Texas
$286K +$112K +919 +55%
TI
561
Tidal Investments
Wisconsin
$285K -$8.63K -71 -3%
BS
562
Bessemer Securities
New York
$284K
FTDI
563
First Trust Direct Indexing
Massachusetts
$282K +$42.1K +346 +16%
GD
564
Grandfield & Dodd
New York
$280K +$3.04K +25 +1%
CCA
565
Checchi Capital Advisers
California
$278K +$21.5K +177 +9%
EFSCE
566
Enterprise Financial Services Corp (EFSC)
Missouri
$275K -$115K -948 -27%
WSTAM
567
Wilbanks Smith & Thomas Asset Management
Virginia
$275K -$1.09K -9 -0.4%
FFN
568
Focus Financial Network
Minnesota
$271K +$53.5K +440 +22%
CA
569
Clearstead Advisors
Ohio
$270K -$10.6K -87 -3%
AWS
570
Atria Wealth Solutions
New York
$267K +$13.5K +111 +5%
SSB
571
Sandy Spring Bank
Maryland
$266K
TMAM
572
Tokio Marine Asset Management
Japan
$262K +$36.7K +302 +15%
SW
573
SVB Wealth
Massachusetts
$260K -$4.98K -41 -2%
RCM
574
Radnor Capital Management
Pennsylvania
$257K
FNBTCON
575
First National Bank & Trust Co of Newtown
Pennsylvania
$256K -$12.2K -100 -4%