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Name Holding Trade Value Shares
Change
Change in
Stake
FWCM
526
Ferguson Wellman Capital Management
Oregon
$293K – – –
GT
527
Glenview Trust
Kentucky
$293K – – –
NFG
528
Nadler Financial Group
Illinois
$293K – – –
WTB
529
Washington Trust Bank
Washington
$293K – – –
SIC
530
Salem Investment Counselors
North Carolina
$289K – – –
EI
531
Ellevest Inc
New York
$286K +$56.5K +203 +26%
JF
532
Jump Financial
Illinois
$283K +$269K +966 New
CG
533
Clarus Group
Texas
$279K – – –
MA
534
MUFG Americas
New York
$276K -$72.9K -262 -22%
MLFP
535
MPS Loria Financial Planners
Illinois
$274K – – –
BFS
536
Bradley Foster & Sargent
Connecticut
$271K -$278 -1 -0.1%
CG
537
Caprock Group
Idaho
$271K +$258K +925 New
SBH
538
Segall Bryant & Hamill
Illinois
$270K -$41.8K -150 -14%
CI Investments Inc
539
CI Investments Inc
Ontario, Canada
$269K -$134K -480 -34%
SC
540
Sepio Capital
Utah
$268K -$23.9K -86 -9%
NIM
541
Northeast Investment Management
Massachusetts
$265K – – –
FA
542
Fermata Advisors
California
$263K -$2.5K -9 -1%
IWC
543
Integrated Wealth Concepts
Massachusetts
$263K +$278 +1 +0.1%
Northwestern Mutual Wealth Management
544
Northwestern Mutual Wealth Management
Wisconsin
$262K -$30.9K -111 -11%
EGM
545
Engineers Gate Manager
New York
$261K -$5.12M -18,377 -95%
VVP
546
Venture Visionary Partners
Ohio
$252K +$278 +1 +0.1%
MPPW
547
Mitchell & Pahl Private Wealth
Oklahoma
$252K +$239K +859 New
AR
548
Apeiron RIA
Texas
$249K +$237K +850 New
JIC
549
Johnson Investment Counsel
Ohio
$247K +$6.96K +25 +3%
MPM
550
MBB Public Markets
Illinois
$246K +$234K +841 New