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Name Holding Trade Value Shares
Change
Change in
Stake
SIC
601
Sterling Investment Counsel
New York
$214K +$204K +800 New
SI
602
Stephens Inc
Arkansas
$213K +$203K +797 New
YWM
603
Yoder Wealth Management
California
$212K +$201K +791 New
SCA
604
Snowden Capital Advisors
New York
$210K +$200K +786 New
KPWS
605
Kestra Private Wealth Services
Texas
$210K +$200K +785 New
GLA
606
Great Lakes Advisors
Illinois
$209K +$199K +783 New
SWM
607
Seed Wealth Management
Illinois
$209K +$204K +800 New
NIM
608
Northeast Investment Management
Massachusetts
$208K +$197K +776 New
SC
609
Scotia Capital
Ontario, Canada
$207K +$197K +775 New
9WM
610
9258 Wealth Management
Ohio
$207K +$197K +773 New
NHC
611
Nicholas Hoffman & Company
Georgia
$205K -$101K -398 -34%
A
612
AJOVista
Massachusetts
$205K
FTIS
613
First Trust Investment Solutions
Florida
$203K +$193K +757 New
SFA
614
Sequoia Financial Advisors
Ohio
$202K -$306K -1,203 -61%
IFWM
615
Institute for Wealth Management
Colorado
$200K +$191K +749 New
WT
616
Whittier Trust
California
$179K
RIL
617
Rothschild Investment LLC
Illinois
$178K +$4.83K +19 +3%
DAM
618
Delta Asset Management
Tennessee
$177K
SIM
619
Sentry Investment Management
Wisconsin
$172K
PS
620
Principal Securities
Iowa
$169K +$13K +51 +9%
PAM
621
Paradigm Asset Management
New York
$161K -$50.9K -200 -25%
EBA
622
Eagle Bay Advisors
New York
$159K -$38.7K -152 -20%
WBC
623
Westpac Banking Corp
Australia
$155K +$6.87K +27 +5%
PCM
624
Penserra Capital Management
California
$151K -$138K -544 -49%
GM
625
GeoWealth Management
Illinois
$151K -$78.9K -310 -36%