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Name Holding Trade Value Shares
Change
Change in
Stake
SW
851
SVB Wealth
Massachusetts
$253K – – –
WA
852
Waddell & Associates
Tennessee
$251K +$235K +387 New
KAS
853
KPP Advisory Services
Kentucky
$249K +$233K +384 New
KCP
854
Kera Capital Partners
California
$249K +$232K +383 New
Massachusetts Financial Services
855
Massachusetts Financial Services
Massachusetts
$248K -$6.07K -10 -3%
PPW
856
Parcion Private Wealth
Washington
$247K +$231K +380 New
RGF
857
Retirement Guys Formula
Ohio
$245K -$52.2K -86 -19%
MT
858
Midwest Trust
Kansas
$240K +$224K +369 New
CA
859
Commerzbank Aktiengesellschaft
Germany
$239K +$223K +367 New
KV
860
Kickstand Ventures
New York
$237K +$221K +365 New
AWM
861
Ariadne Wealth Management
California
$236K -$607 -1 -0.3%
IRP
862
Investment Research Partners
Pennsylvania
$236K +$184K +304 New
C
863
Covestor
United Kingdom
$235K -$95.2K -157 -30%
TC
864
TownSquare Capital
Utah
$233K -$465K -766 -68%
CRI
865
Colonial River Investments
Virginia
$231K -$10.9K -18 -5%
EMCIP
866
Ewing Morris & Co Investment Partners
Ontario, Canada
$227K +$212K +350 New
WJWM
867
Williams Jones Wealth Management
New York
$227K +$212K +350 New
IBOK
868
Independence Bank of Kentucky
Kentucky
$227K – – –
EFS
869
Essex Financial Services
Connecticut
$226K +$211K +348 New
YIA
870
YHB Investment Advisors
Connecticut
$226K +$211K +348 New
GFP
871
Gryphon Financial Partners
Ohio
$224K +$209K +344 New
PCH
872
PGIM Custom Harvest
New Jersey
$222K +$207K +342 New
CAG
873
Crestwood Advisors Group
Massachusetts
$221K +$207K +341 New
Fidelity International
874
Fidelity International
Bermuda
$221K – – –
SAG
875
SageView Advisory Group
California
$220K -$1.82K -3 -0.9%