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Name Holding Trade Value Shares
Change
Change in
Stake
CTA
526
Chesley Taft & Associates
Illinois
$224K +$191K +1,720 New
BWP
527
BSW Wealth Partners
Colorado
$217K +$185K +1,662 New
PCM
528
Prelude Capital Management
New York
$216K +$100K +901 +119%
IA
529
IFP Advisors
Florida
$212K +$88.4K +796 +91%
CAAS
530
Capital Asset Advisory Services
Michigan
$212K +$181K +1,628 New
IA
531
Inspire Advisors
Idaho
$211K +$180K +1,618 New
TI
532
Tidal Investments
Wisconsin
$210K +$179K +1,610 New
EI
533
Ellevest Inc
New York
$207K +$31.3K +282 +22%
CWM
534
Cranbrook Wealth Management
Michigan
$204K – – –
EAM
535
Evanson Asset Management
California
$202K +$172K +1,550 New
TC
536
Telemus Capital
Michigan
$200K +$171K +1,536 New
VCG
537
Vantage Consulting Group
Virginia
$190K +$162K +1,457 New
CMBA
538
C.M. Bidwell & Associates
Hawaii
$189K +$161K +1,453 New
MPWT
539
MassMutual Private Wealth & Trust
Connecticut
$177K -$74.3K -669 -33%
BBHC
540
Brown Brothers Harriman & Co
New York
$172K -$22.6K -203 -13%
ST
541
Smithfield Trust
Pennsylvania
$164K – – –
MAM
542
Meeder Asset Management
Ohio
$158K +$61.4K +553 +84%
FTDI
543
First Trust Direct Indexing
Massachusetts
$158K +$135K +1,211 New
HNB
544
Huntington National Bank
Ohio
$154K +$4.44K +40 +4%
EP
545
Eudaimonia Partners
Tennessee
$145K +$10K +90 +9%
PWM
546
Perigon Wealth Management
California
$141K +$120K +1,081 New
Carson Wealth (CWM LLC)
547
Carson Wealth (CWM LLC)
Nebraska
$138K – – –
First Manhattan
548
First Manhattan
New York
$136K +$113K +1,017 +2,991%
CAL
549
Capital Analysts LLC
Pennsylvania
$121K -$16.6K -149 -14%
HIA
550
Harbor Investment Advisory
Maryland
$109K +$15.9K +143 +21%