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Name Holding Trade Value Shares
Change
Change in
Stake
SC
526
Savant Capital
Illinois
$447K -$3.73K -19 -0.8%
ST
527
Smithfield Trust
Pennsylvania
$444K -$49.5K -252 -10%
PFO
528
Pathstone Family Office
New Jersey
$440K -$510K -2,598 -58%
PA
529
Procyon Advisors
Connecticut
$439K – – –
EWA
530
EP Wealth Advisors
California
$436K -$23.8K -121 -6%
FCI
531
Financial Counselors Inc
Kansas
$434K -$23K -117 -5%
YMRC
532
Yorktown Management & Research Company
Virginia
$429K – – –
JWCA
533
J.W. Coons Advisors
Ohio
$425K +$4.91K +25 +1%
Vontobel Holding
534
Vontobel Holding
Switzerland
$424K +$10.8K +55 +3%
AWAU
535
Alliance Wealth Advisors (Utah)
Utah
$415K +$39.5K +201 +10%
Wealth Enhancement Advisory Services
536
Wealth Enhancement Advisory Services
Minnesota
$412K +$416K +2,116 New
DGAM
537
Desjardins Global Asset Management
Quebec, Canada
$406K +$1.57K +8 +0.4%
DIM
538
Delta Investment Management
California
$404K -$15.9K -81 -4%
VFA
539
Values First Advisors
Tennessee
$402K -$43.2K -220 -10%
OC
540
Oppenheimer & Co
New York
$400K +$30.2K +154 +8%
KCM
541
Kathmere Capital Management
Pennsylvania
$398K +$28.5K +145 +8%
BAM
542
Blueshift Asset Management
New Jersey
$397K -$274K -1,393 -41%
ESCM
543
Echo Street Capital Management
New York
$390K +$393K +2,003 New
CMANY
544
Capital Management Associates (New York)
New York
$390K +$393K +2,000 New
IUHSA
545
Itau Unibanco Holding S.A.
Brazil
$388K +$391K +1,990 New
OWM
546
OneAscent Wealth Management
Alabama
$385K -$18.5K -94 -5%
AWA
547
Aaron Wealth Advisors
Illinois
$385K +$4.52K +23 +1%
DA
548
Drake & Associates
Wisconsin
$384K +$3.93K +20 +1%
TCM
549
Tributary Capital Management
Nebraska
$383K -$5.89K -30 -2%
WS
550
Wedbush Securities
California
$381K +$30.4K +155 +9%