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Name Holding Trade Value Shares
Change
Change in
Stake
SOW
401
State of Wyoming
Wyoming
$406K +$432K +6,820 New
IMCOOI
402
Investment Management Corp of Ontario (IMCO)
Canada
$398K -$44.4K -700 -9%
PAS
403
Park Avenue Securities
New York
$397K +$423K +6,677 New
USAA
404
United Services Automobile Association
Texas
$389K +$407K +6,428 New
SAM
405
Sompo Asset Management
Japan
$385K +$410K +6,470 New
WT
406
Whittier Trust
California
$384K -$475K -7,490 -54%
FPF
407
First Pacific Financial
Washington
$383K -$52K -820 -11%
FFN
408
Focus Financial Network
Minnesota
$373K
WI
409
Wahed Invest
New York
$364K +$388K +6,114 New
SAM
410
Smartleaf Asset Management
Massachusetts
$358K +$147K +2,317 +64%
EWA
411
EP Wealth Advisors
California
$352K -$16.2K -256 -4%
SIA
412
Sit Investment Associates
Minnesota
$348K
HAG
413
HighPoint Advisor Group
Illinois
$344K -$95.5K -1,506 -20%
CA
414
Cullinan Associates
Kentucky
$339K
Mercer Global Advisors
415
Mercer Global Advisors
Colorado
$329K +$83.2K +1,312 +31%
STA
416
Summit Trail Advisors
New York
$325K +$130K +2,048 +60%
PCA
417
Peddock Capital Advisors
Massachusetts
$322K -$45.6K -719 -12%
DEA
418
DoubleLine ETF Adviser
Florida
$320K +$341K +5,386 New
SWP
419
Stratos Wealth Partners
Ohio
$310K -$80.5K -1,270 -20%
RSA
420
River Street Advisors
Illinois
$308K +$30.4K +479 +10%
BP
421
Ballentine Partners
Massachusetts
$306K +$326K +5,137 New
JIC
422
Johnson Investment Counsel
Ohio
$305K +$325K +5,130 New
Janney Montgomery Scott
423
Janney Montgomery Scott
Pennsylvania
$305K -$415K -6,547 -56%
S
424
SimplyRich
California
$303K
EFS
425
Essex Financial Services
Connecticut
$302K +$322K +5,083 New