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Name Holding Trade Value Shares
Change
Change in
Stake
SCA
1351
Stonebridge Capital Advisors
Minnesota
$167K
WFMPM
1352
Woodley Farra Manion Portfolio Management
Indiana
$163K +$24.7K +100 +19%
AP
1353
Atwood & Palmer
Missouri
$160K
PFBT
1354
Parkside Financial Bank & Trust
Missouri
$159K +$14.6K +59 +11%
ACA
1355
Atlas Capital Advisors
Wyoming
$155K
PFO
1356
Pathstone Family Office
New Jersey
$155K
EI
1357
Ellevest Inc
New York
$149K +$38.3K +155 +37%
BFC
1358
Bedel Financial Consulting
Indiana
$145K
JIR
1359
James Investment Research
Ohio
$140K +$2.72K +11 +2%
AF
1360
Advisornet Financial
Minnesota
$140K +$90.5K +366 +210%
CCA
1361
Column Capital Advisors
Indiana
$138K +$25.2K +102 +23%
MPWT
1362
MassMutual Private Wealth & Trust
Connecticut
$133K +$88.3K +357 +225%
CIM
1363
Contravisory Investment Management
Massachusetts
$131K
FCA
1364
FinTrust Capital Advisors
South Carolina
$129K -$48.5K -196 -28%
MAP
1365
Milestone Advisory Partners
North Carolina
$120K
GAM
1366
Gemmer Asset Management
California
$118K +$247 +1 +0.2%
DWA
1367
Dougherty Wealth Advisers
Minnesota
$116K
BL
1368
Balentine LLC
Georgia
$115K +$110K +443 New
TC
1369
Truvestments Capital
Florida
$114K +$24.7K +100 +29%
PMFA
1370
Plante Moran Financial Advisors
Michigan
$113K +$37.9K +153 +54%
EDRH
1371
Edmond de Rothschild Holding
Switzerland
$107K +$102K +412 New
AIM
1372
Arcadia Investment Management
Michigan
$103K
NICM
1373
Neo Ivy Capital Management
New York
$102K -$67.5K -273 -41%
CI
1374
CX Institutional
Indiana
$100K +$38.8K +157 +69%
TF
1375
Tompkins Financial
New York
$98K