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Name Holding Trade Value Shares
Change
Change in
Stake
CIAS
776
CBIZ Investment Advisory Services
Ohio
$147K – – –
VFA
777
Valeo Financial Advisors
Indiana
$145K -$1.82K -43 -2%
HI
778
Human Investing
Oregon
$143K +$115K +2,731 New
CAW
779
Cornerstone Advisors (Washington)
Washington
$139K +$18.8K +444 +20%
JFGIW
780
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$138K -$40.3K -954 -27%
BDWM
781
Brewin Dolphin Wealth Management
Ireland
$131K – – –
M
782
Mirova
France
$128K – – –
HIA
783
Harbor Investment Advisory
Maryland
$127K -$30.4K -720 -23%
ADL
784
Asset Dedication LLC
California
$126K +$42 +1 +0%
CBT
785
Central Bank & Trust
Kentucky
$124K – – –
BCA
786
Berman Capital Advisors
Georgia
$124K +$5.96K +141 +6%
EW
787
Evoke Wealth
California
$121K -$1.56K -37 -2%
LWCFA
788
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$121K +$33.8K +800 +53%
TC
789
Truvestments Capital
Florida
$119K +$1.27K +30 +1%
IA
790
IndexIQ Advisors
New York
$118K +$83.9K +1,985 +732%
HMS
791
Hanseatic Management Services
New Mexico
$106K +$85.7K +2,026 New
CWP
792
CFM Wealth Partners
Texas
$104K – – –
AAP
793
Arax Advisory Partners
Colorado
$102K -$34K -804 -29%
JCM
794
Jacobi Capital Management
Pennsylvania
$99K – – –
CB
795
CNB Bank
Pennsylvania
$83K -$28.3K -670 -30%
IBOK
796
Independence Bank of Kentucky
Kentucky
$80K – – –
GFPC
797
Global Financial Private Capital
Florida
$78K +$1.95K +46 +3%
NO
798
Ninety One
South Africa
$78K +$9.09K +215 +17%
CTC
799
Central Trust Company
Missouri
$73K -$8.46K -200 -13%
KAS
800
Kemnay Advisory Services
New York
$69K – – –