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Name Holding Trade Value Shares
Change
Change in
Stake
SCP
551
Sandhill Capital Partners
New York
$239K -$5.08K -63 -2%
EFS
552
Essex Financial Services
Connecticut
$238K +$241K +2,992 New
FAIM
553
Financial Advocates Investment Management
Washington
$238K +$50.7K +629 +27%
SFI
554
Siemens Fonds Invest
Germany
$232K -$8.55K -106 -4%
CI
555
Cigna Investments
Connecticut
$231K – – –
FA
556
Fortis Advisors
Pennsylvania
$229K – – –
BC
557
Burney Company
Virginia
$223K -$42.3K -525 -16%
GT
558
Greenleaf Trust
Michigan
$222K +$24.1K +299 +12%
PF
559
Phoenix Financial
Israel
$222K -$2.01M -24,964 -90%
FAFN
560
First Affirmative Financial Network
Colorado
$219K +$8.63K +107 +4%
ACIM
561
Azimuth Capital Investment Management
Michigan
$219K -$16.1K -200 -7%
FTWA
562
Fifth Third Wealth Advisors
Ohio
$219K +$221K +2,745 New
GDP
563
Great Diamond Partners
Maine
$217K -$806 -10 -0.4%
AC
564
Abbrea Capital
California
$216K -$3.23K -40 -1%
WSCM
565
Wellington Shields Capital Management
New York
$215K -$90.7K -1,125 -29%
AssetMark Inc
566
AssetMark Inc
California
$213K +$242 +3 +0.1%
TNA
567
True North Advisors
Texas
$212K -$323 -4 -0.1%
SF
568
Synovus Financial
Georgia
$212K -$8.71K -108 -4%
CIM
569
CIM Investment Management
Pennsylvania
$207K – – –
SI
570
Seeds Investor
New York
$207K +$210K +2,603 New
RWP
571
RWA Wealth Partners
Massachusetts
$201K -$81 -1 -0%
S
572
SignatureFD
Georgia
$201K -$53K -657 -21%
SPIA
573
Steward Partners Investment Advisory
New York
$191K +$112K +1,395 +140%
FAM
574
Formidable Asset Management
Ohio
$183K -$100K -1,241 -35%
GRP
575
Global Retirement Partners
California
$177K -$21.3K -264 -11%