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Name Holding Trade Value Shares
Change
Change in
Stake
JIC
826
Johnson Investment Counsel
Ohio
$410K -$140K -616 -25%
SPIA
827
Steward Partners Investment Advisory
New York
$408K +$260K +1,143 +157%
RGF
828
Retirement Guys Formula
Ohio
$408K +$426K +1,871 New
1SB
829
1ST Source Bank
Indiana
$404K -$15.9K -70 -4%
CSB
830
City State Bank
Iowa
$404K +$422K +1,853 New
OIM
831
Oder Investment Management
California
$401K
Cerity Partners
832
Cerity Partners
New York
$401K +$417K +1,830 New
AO
833
Advisor OS
Illinois
$399K +$51.7K +227 +14%
PA
834
Profund Advisors
Maryland
$397K -$49.9K -219 -11%
MWM
835
Modera Wealth Management
New Jersey
$397K +$415K +1,822 New
ESB
836
Essex Savings Bank
Connecticut
$394K
DWM
837
Dorchester Wealth Management
Quebec, Canada
$393K
SIM
838
Stratos Investment Management
Ohio
$393K +$86.1K +378 +27%
CWS
839
Confluence Wealth Services
Pennsylvania
$393K +$411K +1,806 New
FCI
840
Financial Counselors Inc
Kansas
$392K +$7.52K +33 +2%
PFS
841
Prospera Financial Services
Texas
$390K -$18.5K -81 -4%
WDA
842
Wendell David Associates
New Hampshire
$388K -$27.3K -120 -6%
BWM
843
BlackDiamond Wealth Management
New York
$388K +$405K +1,778 New
CA
844
Calton & Associates
Florida
$387K -$16.9K -74 -4%
KPW
845
Kore Private Wealth
New York
$387K
ATC
846
Argent Trust Co
Tennessee
$386K +$24.6K +108 +6%
ADL
847
Asset Dedication LLC
California
$384K
EWM
848
Evermay Wealth Management
Virginia
$382K +$21K +92 +6%
Koshinski Asset Management
849
Koshinski Asset Management
Illinois
$378K -$13.2K -58 -3%
XT
850
XTX Topco
Cayman Islands
$378K -$161K -708 -29%