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Name Holding Trade Value Shares
Change
Change in
Stake
EI
251
Ethic Inc
New York
$270K +$248K +1,744 New
PWPS
252
Pinnacle Wealth Planning Services
Ohio
$269K +$1.99K +14 +0.8%
CGH
253
Crossmark Global Holdings
Texas
$268K -$10.5K -74 -4%
KCM
254
Kathmere Capital Management
Pennsylvania
$265K +$243K +1,709 New
CCM
255
Coldstream Capital Management
Washington
$265K +$569 +4 +0.2%
CBU
256
CIBC Bancorp USA
Illinois
$262K +$240K +1,691 New
PA
257
Profund Advisors
Maryland
$261K +$239K +1,684 New
PCS
258
Personal CFO Solutions
New Jersey
$258K -$1.42K -10 -0.6%
BCM
259
Bridgeway Capital Management
Texas
$248K – – –
MML Investors Services
260
MML Investors Services
Massachusetts
$247K +$226K +1,590 New
KWM
261
Kingsview Wealth Management
Oregon
$240K +$220K +1,550 New
DnB Asset Management
262
DnB Asset Management
Norway
$236K +$217K +1,525 New
Focus Partners Wealth
263
Focus Partners Wealth
Massachusetts
$236K -$95.4K -671 -31%
TRCT
264
Tower Research Capital (TRC)
New York
$230K -$116K -819 -36%
Jones Financial Companies
265
Jones Financial Companies
Missouri
$229K +$163K +1,144 +361%
ZIC
266
ZWJ Investment Counsel
Georgia
$226K +$207K +1,456 New
BMWS
267
Brady Martz Wealth Solutions
North Dakota
$223K +$205K +1,438 New
ECM
268
Everence Capital Management
Indiana
$222K +$203K +1,430 New
SGCM
269
Sanchez Gaunt Capital Management
Nevada
$221K +$203K +1,426 New
GA
270
Goldstein Advisors
Wisconsin
$220K +$202K +1,421 New
FCH
271
Freestone Capital Holdings
Washington
$217K +$199K +1,400 New
HWM
272
HB Wealth Management
Georgia
$216K +$198K +1,392 New
LSV Asset Management
273
LSV Asset Management
Illinois
$202K – – –
BC
274
Bayforest Capital
United Kingdom
$201K +$121K +854 +194%
NAS
275
Nykredit A/S
Denmark
$197K +$180K +1,269 New