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Name Holding Trade Value Shares
Change
Change in
Stake
KPWS
501
Kestra Private Wealth Services
Texas
$283K +$17.7K +230 +6%
OIA
502
OneDigital Investment Advisors
Kansas
$282K +$308K +4,007 New
BCAM
503
Boston Common Asset Management
Massachusetts
$276K +$5.69K +74 +2%
FFS
504
Founders Financial Securities
Maryland
$273K +$8.15K +106 +3%
RAM
505
Readystate Asset Management
Illinois
$272K +$297K +3,868 New
BFG
506
Bleakley Financial Group
New Jersey
$266K +$33.8K +440 +13%
SW
507
Simplicity Wealth
New Jersey
$266K +$33.8K +440 +13%
RSA
508
River Street Advisors
Illinois
$262K +$18.8K +244 +7%
CG
509
Caprock Group
Idaho
$262K -$66.7K -867 -19%
BFS
510
Bradley Foster & Sargent
Connecticut
$260K -$270K -3,515 -49%
FTWA
511
Fifth Third Wealth Advisors
Ohio
$254K +$66.8K +869 +32%
SAM
512
Smartleaf Asset Management
Massachusetts
$253K +$111K +1,444 +65%
CCFM
513
Clear Creek Financial Management
Washington
$243K +$265K +3,449 New
SB
514
Strategic Blueprint
Georgia
$241K -$45.4K -591 -15%
NED
515
Nancy E. Dempze
$234K +$13.8K +180 +6%
AssetMark Inc
516
AssetMark Inc
California
$233K +$49K +637 +24%
CCM
517
Chiron Capital Management
Florida
$232K
CP
518
Canopy Partners
Ohio
$232K +$923 +12 +0.4%
AWM
519
Apollon Wealth Management
South Carolina
$232K +$2.08K +27 +0.8%
BP
520
Ballentine Partners
Massachusetts
$232K -$5.69K -74 -2%
PP
521
Prudential plc
United Kingdom
$232K -$391K -5,086 -61%
LNWWM
522
Laird Norton Wetherby Wealth Management
California
$231K +$20.2K +263 +9%
APF
523
Alaska Permanent Fund
Alaska
$229K +$254K +3,307 New
SFI
524
Siemens Fonds Invest
Germany
$227K +$23.9K +311 +11%
SC
525
Steph & Co
Wisconsin
$226K +$1.54K +20 +0.6%