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Name Holding Trade Value Shares
Change
Change in
Stake
CI
601
Cigna Investments
Connecticut
$363K -$49.5K -317 -11%
Steward Partners Investment Advisory
602
Steward Partners Investment Advisory
New York
$362K +$306K +1,956 +394%
SSB
603
Sandy Spring Bank
Maryland
$358K – – –
Level Four Advisory Services
604
Level Four Advisory Services
Texas
$352K – – –
CBFP
605
Cedar Brook Financial Partners
Ohio
$348K +$3.28K +21 +0.9%
LWM
606
LJI Wealth Management
Indiana
$345K -$35.1K -225 -9%
Forum Financial Management
607
Forum Financial Management
Illinois
$344K – – –
Jones Financial Companies
608
Jones Financial Companies
Missouri
$343K +$152K +973 +72%
MIA
609
MainStreet Investment Advisors
Illinois
$337K -$312 -2 -0.1%
NEOS Investment Management
610
NEOS Investment Management
Connecticut
$332K +$351K +2,244 New
Y-Intercept (HK)
611
Y-Intercept (HK)
Hong Kong
$327K +$346K +2,214 New
ALPS Advisors
612
ALPS Advisors
Colorado
$325K -$22.6K -145 -6%
Parallel Advisors
613
Parallel Advisors
California
$323K -$469 -3 -0.1%
Modera Wealth Management
614
Modera Wealth Management
New Jersey
$322K – – –
FMLI
615
Fukoku Mutual Life Insurance
Japan
$322K – – –
CCA
616
Checchi Capital Advisers
California
$321K -$12.3K -79 -4%
Wealthspire Advisors (New York)
617
Wealthspire Advisors (New York)
New York
$321K – – –
Credit Agricole
618
Credit Agricole
France
$321K +$339K +2,170 New
Congress Wealth Management
619
Congress Wealth Management
Massachusetts
$317K -$2.97K -19 -0.9%
UMB Bank
620
UMB Bank
Missouri
$314K +$2.65K +17 +0.8%
PJSIMP
621
P.J. Schmidt Investment Management (PJS)
Wisconsin
$313K +$3.28K +21 +1%
FRM
622
Fox Run Management
Connecticut
$309K -$39.8K -255 -11%
PWG
623
Portside Wealth Group
Utah
$308K +$40.9K +262 +14%
Cullen/Frost Bankers
624
Cullen/Frost Bankers
Texas
$300K -$3.9K -25 -1%
Focus Financial Network
625
Focus Financial Network
Minnesota
$299K – – –