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Name Holding Trade Value Shares
Change
Change in
Stake
FFA
1251
Farther Finance Advisors
California
$128K +$72.3K +1,346 +118%
EWA
1252
EverSource Wealth Advisors
Alabama
$128K -$805 -15 -0.6%
HIA
1253
Harbor Investment Advisory
Maryland
$127K +$16.3K +304 +14%
PCTC
1254
Perkins Coie Trust Company
Washington
$125K +$55.8K +1,039 +75%
Cohen & Steers
1255
Cohen & Steers
New York
$123K
FCA
1256
FinTrust Capital Advisors
South Carolina
$121K -$10K -187 -7%
EIM
1257
Essex Investment Management
Massachusetts
$120K -$1.66K -31 -1%
ZB
1258
Zions Bancorporation
Utah
$120K -$43.5K -811 -26%
NECFA
1259
New England Capital Financial Advisors
Connecticut
$118K +$376 +7 +0.3%
CWAF
1260
Core Wealth Advisors (Florida)
Florida
$115K +$25.7K +479 +27%
ORAM
1261
One River Asset Management
Connecticut
$114K -$26.8K -500 -18%
CTA
1262
Colonial Trust Advisors
South Carolina
$113K -$2.04K -38 -2%
PMFA
1263
Plante Moran Financial Advisors
Michigan
$111K -$6.17K -115 -5%
HFM
1264
Harvest Fund Management
China
$110K
ICM
1265
Islay Capital Management
Texas
$106K -$5.37K -100 -5%
CI Investments Inc
1266
CI Investments Inc
Ontario, Canada
$106K +$4.94K +92 +5%
EG
1267
Ellerson Group
Maryland
$105K +$110K +2,045 New
WAS
1268
Winch Advisory Services
Wisconsin
$105K +$1.24K +23 +1%
DMBA
1269
Deseret Mutual Benefit Administrators
Utah
$104K -$7.03K -131 -6%
AA
1270
Alta Advisers
United Kingdom
$103K
KC
1271
Kenfarb & Co
Kentucky
$103K
PG
1272
Proffitt & Goodson
Tennessee
$103K
WWP
1273
WR Wealth Planners
Missouri
$101K
CWM
1274
Compass Wealth Management
Connecticut
$98.2K +$3.06K +57 +3%
TIM
1275
Thompson Investment Management
Wisconsin
$92.8K