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Name Holding Trade Value Shares
Change
Change in
Stake
9WM
651
9258 Wealth Management
Ohio
$354K – – –
BA
652
Ballast Advisors
Minnesota
$353K – – –
UCFA
653
United Capital Financial Advisors
Texas
$352K +$89.3K +916 +32%
WI
654
Wahed Invest
New York
$349K -$36.2K -372 -9%
CC
655
Chicago Capital
Illinois
$349K – – –
WANY
656
Wealthspire Advisors (New York)
New York
$344K -$42.9K -440 -11%
FMLI
657
Fukoku Mutual Life Insurance
Japan
$344K +$359K +3,680 New
APA
658
American Portfolios Advisors
New York
$343K -$49.5K -508 -12%
CGL
659
Clarius Group LLC
Washington
$341K +$30K +308 +9%
MCM
660
Manchester Capital Management
Vermont
$338K -$390 -4 -0.1%
NWMG
661
National Wealth Management Group
Ohio
$336K – – –
ECM
662
Everence Capital Management
Indiana
$336K +$351K +3,600 New
DAS
663
Dynamic Advisor Solutions
Arizona
$332K +$9.74K +100 +3%
ML
664
McAdam LLC
Pennsylvania
$331K -$4.29K -44 -1%
Parallax Volatility Advisers
665
Parallax Volatility Advisers
California
$329K +$55.7K +572 +19%
FMAEN1
666
Fund Management at Engine No 1
California
$328K +$51.5K +528 +18%
AIM
667
Alhambra Investment Management
Florida
$326K – – –
ESBC
668
E.S. Barr & Co
Kentucky
$318K – – –
S
669
Seeyond
France
$317K -$6.63K -68 -2%
MNBTD
670
Moody National Bank Trust Division
Texas
$317K +$331K +3,392 New
GW
671
GW & Wade
Massachusetts
$314K -$10.9K -112 -3%
SGA
672
Seaport Global Advisors
Massachusetts
$313K -$70.9K -728 -18%
MHS
673
M Holdings Securities
Oregon
$313K -$1.95K -20 -0.6%
PWAG
674
Polaris Wealth Advisory Group
California
$309K – – –
BFM
675
Boothbay Fund Management
New York
$307K -$5.15M -52,840 -94%