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Name Holding Trade Value Shares
Change
Change in
Stake
W
451
Wealthfront
California
$236K -$16.5K -157 -7%
CIM
452
Contravisory Investment Management
Massachusetts
$230K -$30.5K -290 -13%
MF
453
Magnetar Financial
Illinois
$230K +$212K +2,013 New
AWE
454
Avidian Wealth Enterprises
Texas
$229K
ST
455
Smithfield Trust
Pennsylvania
$229K
CIA
456
Capital Investment Advisors
Georgia
$224K
BWA
457
Burt Wealth Advisors
Maryland
$220K
VFS
458
VSR Financial Services
Kansas
$206K -$77.5K -737 -29%
SCM
459
Shapiro Capital Management
Georgia
$206K
EHWM
460
Eads & Heald Wealth Management
Georgia
$205K -$11K -105 -6%
GP
461
Girard Partners
Pennsylvania
$200K +$184K +1,750 New
EWM
462
Evercore Wealth Management
New York
$197K +$10.6K +101 +6%
IR
463
Invictus RG
Bermuda
$178K +$164K +1,559 New
GWM
464
Geneos Wealth Management
Colorado
$168K +$152K +1,446 New
ZB
465
Zions Bancorporation
Utah
$165K +$151K +1,438 +14,380%
Walleye Trading
466
Walleye Trading
New York
$158K +$146K +1,386 New
JFGIW
467
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$153K +$98K +931 +228%
JIC
468
Joel Isaacson & Co
New York
$136K
S
469
SignatureFD
Georgia
$133K +$5.37K +51 +5%
PCM
470
Prelude Capital Management
New York
$133K +$122K +1,160 New
DADC
471
D.A. Davidson & Co
Montana
$125K
KLI
472
Kelman-Lazarov Inc
Tennessee
$117K +$105K +1,000 New
IPC
473
Independent Portfolio Consultants
Florida
$116K +$6.84K +65 +7%
ARMT
474
Amica Retiree Medical Trust
Rhode Island
$114K
WT
475
Whittier Trust
California
$114K