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Name Holding Trade Value Shares
Change
Change in
Stake
TLFA
301
True Link Financial Advisors
California
$369K +$339K +12,915 New
BHCM
302
Brevan Howard Capital Management
Jersey
$355K -$413K -15,740 -56%
William Blair & Company
303
William Blair & Company
Illinois
$354K -$75.4K -2,875 -19%
IAS
304
Insigneo Advisory Services
Florida
$354K +$131 +5 +0%
JIC
305
Johnson Investment Counsel
Ohio
$352K -$115K -4,371 -26%
First Eagle Investment Management
306
First Eagle Investment Management
New York
$349K -$105K -3,991 -25%
FTDI
307
First Trust Direct Indexing
Massachusetts
$349K -$107K -4,074 -25%
SC
308
Savant Capital
Illinois
$347K +$319K +12,144 New
HF
309
HRT Financial
New York
$339K +$311K +11,854 New
HAIM
310
Hunter Associates Investment Management
Pennsylvania
$338K -$102K -3,875 -25%
DWM
311
Dynasty Wealth Management
Florida
$335K +$307K +11,695 New
CCM
312
Coldstream Capital Management
Washington
$331K -$99.2K -3,781 -25%
GLR
313
Great Lakes Retirement
Ohio
$328K -$106K -4,036 -26%
VC
314
Veracity Capital
Georgia
$322K +$8.18K +312 +3%
EDRIA
315
Edmonds Duncan Registered Investment Advisors
Kansas
$318K -$8.71K -332 -3%
GT
316
Greenleaf Trust
Michigan
$315K -$99.2K -3,783 -26%
LNWWM
317
Laird Norton Wetherby Wealth Management
California
$312K -$93.4K -3,561 -25%
BCWM
318
Bartlett & Co Wealth Management
Ohio
$306K -$127K -4,826 -31%
LBC
319
Lowe Brockenbrough & Co
Virginia
$300K -$180K -6,873 -40%
KAS
320
Kestra Advisory Services
Texas
$299K -$40.9K -1,561 -13%
SQA
321
Simon Quick Advisors
New Jersey
$298K +$274K +10,430 New
BFO
322
Boston Family Office
Massachusetts
$292K -$209K -7,985 -44%
S
323
SignatureFD
Georgia
$288K -$48.2K -1,838 -15%
CTC
324
Cetera Trust Company
Minnesota
$286K -$85.8K -3,270 -25%
PF
325
Phoenix Financial
Israel
$285K +$262K +10,000 New