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Name Holding Trade Value Shares
Change
Change in
Stake
BFS
501
Bradley Foster & Sargent
Connecticut
$247K -$64.8K -675 -18%
MNBTD
502
Moody National Bank Trust Division
Texas
$247K +$38.5K +401 +15%
AWM
503
Apollon Wealth Management
South Carolina
$247K +$303K +3,156 New
MAM
504
Meeder Asset Management
Ohio
$246K -$64.8K -675 -18%
SCA
505
Snowden Capital Advisors
New York
$245K +$27K +281 +10%
WI
506
Wahed Invest
New York
$243K +$29.5K +307 +11%
BAM
507
Blueshift Asset Management
New Jersey
$241K -$348K -3,632 -54%
HH
508
Hilltop Holdings
Texas
$241K +$22.9K +239 +8%
PIM
509
Profit Investment Management
Maryland
$239K
TAM
510
Trust Asset Management
Texas
$239K +$20.8K +217 +8%
SB
511
Strategic Blueprint
Georgia
$238K +$292K +3,042 New
TPCW
512
TD Private Client Wealth
New York
$232K -$65.9K -687 -19%
PTP
513
Platform Technology Partners
New York
$230K
KeyBank National Association
514
KeyBank National Association
Ohio
$229K +$20.3K +212 +8%
CFG
515
Cooper Financial Group
California
$227K +$56.9K +593 +26%
BP
516
Ballentine Partners
Massachusetts
$226K +$40.7K +424 +17%
RIM
517
Redpoint Investment Management
Australia
$226K +$277K +2,886 New
FA
518
Fortis Advisors
Pennsylvania
$225K +$12K +125 +5%
SFI
519
Siemens Fonds Invest
Germany
$224K
SFM
520
Systematic Financial Management
New Jersey
$223K
AC
521
Abbrea Capital
California
$222K
FPCP
522
Fort Point Capital Partners
California
$221K +$96 +1 +0%
SW
523
SteelPeak Wealth
California
$220K +$9.59K +100 +4%
GSC
524
Ground Swell Capital
South Carolina
$218K +$268K +2,790 New
PA
525
Profund Advisors
Maryland
$217K -$10.6K -111 -4%