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Name Holding Trade Value Shares
Change
Change in
Stake
Financial Engines Advisors
276
Financial Engines Advisors
California
$220K +$182K +5,966 New
WF
277
Welch & Forbes
Massachusetts
$220K +$182K +5,952 New
D
278
Diversified
Delaware
$218K +$181K +5,918 New
MAA
279
Mraz Amerine & Associates
California
$217K +$180K +5,882 New
IPW
280
Inlet Private Wealth
Florida
$214K +$177K +5,796 New
LTI
281
Laffer Tengler Investments
Tennessee
$204K +$549 +18 +0.3%
BBHC
282
Brown Brothers Harriman & Co
New York
$203K +$11K +360 +7%
CGA
283
Crescent Grove Advisors
Illinois
$203K +$168K +5,500 New
JF
284
Jump Financial
Illinois
$203K +$168K +5,493 New
BFPW
285
BOK Financial Private Wealth
Colorado
$202K – – –
KFI
286
Key Financial Inc
Pennsylvania
$200K – – –
AAM
287
Advisors Asset Management
Colorado
$162K -$885 -29 -0.7%
CI Investments Inc
288
CI Investments Inc
Ontario, Canada
$161K -$1.34K -44 -1%
MPWT
289
MassMutual Private Wealth & Trust
Connecticut
$135K +$549 +18 +0.5%
SC
290
SouthState Corp
Florida
$129K – – –
KOCAA
291
Knights of Columbus Asset Advisors
Connecticut
$124K – – –
LSA
292
Leonteq Securities AG
Switzerland
$122K +$6.38K +209 +7%
HIA
293
Harbor Investment Advisory
Maryland
$115K -$8.39K -275 -8%
WTC
294
WhitTier Trust Company
Nevada
$109K +$153 +5 +0.2%
C
295
Covestor
United Kingdom
$105K +$2.5K +82 +3%
HFM
296
Hartford Financial Management
Connecticut
$94.4K – – –
LFG
297
Larson Financial Group
Missouri
$92.4K +$15.4K +504 +25%
Carson Wealth (CWM LLC)
298
Carson Wealth (CWM LLC)
Nebraska
$91K -$7.33K -240 -9%
QCG
299
Quadrant Capital Group
Ohio
$86.2K +$27.8K +912 +64%
SPIA
300
Steward Partners Investment Advisory
New York
$84.4K +$5.83K +191 +9%