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Name Holding Trade Value Shares
Change
Change in
Stake
GWM
676
Gitterman Wealth Management
New Jersey
$225K +$210K +991 New
AA
677
Ancora Advisors
Ohio
$225K
CT
678
Caldwell Trust
Florida
$225K
MA
679
MCF Advisors
Kentucky
$225K
MSAM
680
Moloney Securities Asset Management
Missouri
$225K +$209K +988 New
SDIC
681
South Dakota Investment Council
South Dakota
$221K -$339K -1,600 -62%
BSW
682
Buckingham Strategic Wealth
Missouri
$217K +$203K +956 New
EA
683
Everpar Advisors
Oklahoma
$215K +$201K +948 New
CCA
684
Childress Capital Advisors
Texas
$215K +$200K +946 New
DC
685
Davenport & Co
Virginia
$211K +$197K +930 New
VSQM
686
V-Square Quantitative Management
Illinois
$206K
GA
687
Geller Advisors
New York
$205K +$191K +902 New
GFS
688
GYL Financial Synergies
Connecticut
$203K +$189K +894 New
BPA
689
Beacon Pointe Advisors
California
$203K -$1.49M -7,031 -89%
AF
690
Advisornet Financial
Minnesota
$203K +$2.54K +12 +1%
CB
691
Community Bank
New York
$202K +$189K +890 New
FL
692
Fort LP
Maryland
$200K +$187K +881 New
JWM
693
Janiczek Wealth Management
Colorado
$196K -$159K -752 -47%
T
694
TOBAM
France
$195K -$9.96K -47 -5%
PP
695
PFS Partners
New Jersey
$191K
PWMG
696
Prestige Wealth Management Group
New Jersey
$184K +$10.4K +49 +6%
GEA
697
Glen Eagle Advisors
New Jersey
$181K
SWM
698
Spire Wealth Management
Virginia
$176K -$636 -3 -0.4%
WBC
699
Westpac Banking Corp
Australia
$176K +$46.4K +219 +40%
CFO
700
CVA Family Office
Colorado
$173K +$161K +760 New