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Name Holding Trade Value Shares
Change
Change in
Stake
LCM
651
Logan Capital Management
Pennsylvania
$51K – – –
DMBA
652
Deseret Mutual Benefit Administrators
Utah
$47K -$9.35K -78 -16%
EWM
653
Evermay Wealth Management
Virginia
$47K – – –
EIP
654
Ellis Investment Partners
Pennsylvania
$46K – – –
CT
655
Cambridge Trust
Massachusetts
$44K +$599 +5 +1%
PTC
656
Private Trust Company
Ohio
$42K -$7.19K -60 -14%
JFGIW
657
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$41K -$443K -3,694 -92%
SSC
658
Syverson Strege & Co
Iowa
$40K – – –
KFP
659
KB Financial Partners
New Jersey
$36K – – –
SPIA
660
Steward Partners Investment Advisory
New York
$34K -$1.56K -13 -4%
LWCFA
661
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$34K – – –
LSA
662
Leonteq Securities AG
Switzerland
$33.9K -$2.76K -23 -7%
EI
663
Ellevest Inc
New York
$31K -$4.08K -34 -11%
IFS
664
Intelligent Financial Strategies
Minnesota
$27K – – –
SWM
665
Spire Wealth Management
Virginia
$26K -$18.7K -156 -40%
QC
666
Quent Capital
New York
$26K +$10.7K +89 +64%
TCWA
667
Ten Capital Wealth Advisors
Washington
$26K +$12K +100 +78%
LS
668
Livforsakringsbolaget Skandia
Sweden
$24K -$120K -1,000 -83%
CCA
669
Column Capital Advisors
Indiana
$23K – – –
GWS
670
Glassman Wealth Services
Virginia
$22K -$1.92K -16 -8%
FRA
671
Front Row Advisors
California
$22K – – –
AF
672
Allworth Financial
California
$21K -$16.7K -139 -43%
GRP
673
Global Retirement Partners
California
$20K +$1.2K +10 +7%
CA
674
Crewe Advisors
Utah
$20K +$5.63K +47 +37%
BTI
675
Blue Trust Inc
Georgia
$20K +$8.03K +67 +58%