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Name Holding Trade Value Shares
Change
Change in
Stake
EAM
651
Empirical Asset Management
Massachusetts
$311K – – –
MW
652
Marcum Wealth
Ohio
$310K +$2.94K +11 +0.9%
PL
653
Parkwood LLC
Ohio
$310K -$17.9K -67 -5%
GD
654
Grandfield & Dodd
New York
$308K – – –
WPW
655
Waldron Private Wealth
Pennsylvania
$303K +$535 +2 +0.2%
OIA
656
OneDigital Investment Advisors
Kansas
$303K +$20.3K +76 +7%
FFA
657
Farther Finance Advisors
California
$303K +$226K +844 +253%
BB
658
Bell Bank
North Dakota
$302K – – –
WWM
659
Westwood Wealth Management
California
$302K – – –
SCA
660
Snowden Capital Advisors
New York
$300K -$113K -424 -27%
NL
661
NWAM LLC
Washington
$300K -$24.6K -92 -7%
CANC
662
Culbertson A N & Co
Virginia
$299K – – –
MG
663
Mather Group
Illinois
$299K -$127K -474 -29%
SVWAG
664
Sound View Wealth Advisors Group
Georgia
$299K +$311K +1,163 New
HFM
665
Harvest Fund Management
China
$297K +$115K +429 +59%
TL
666
Tradewinds LLC
North Carolina
$294K +$306K +1,144 New
PFS
667
Prospera Financial Services
Texas
$294K -$1.56M -5,821 -84%
MFFIA
668
McIntyre, Freedman & Flynn Investment Advisers
Massachusetts
$293K -$3.21K -12 -1%
MCM
669
MAI Capital Management
Ohio
$292K -$221K -826 -42%
QI
670
Qtron Investments
Massachusetts
$291K -$340K -1,271 -53%
IAN
671
Integrated Advisors Network
Texas
$290K +$71.1K +266 +31%
MOS
672
MGO One Seven
Ohio
$287K -$62.6K -234 -17%
FCM
673
Fourpath Capital Management
Oklahoma
$283K -$7.76K -29 -3%
CP
674
Camelot Portfolios
Ohio
$283K -$267K -1,000 -48%
CA
675
Cullinan Associates
Kentucky
$283K – – –