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Name Holding Trade Value Shares
Change
Change in
Stake
EWA
251
EverSource Wealth Advisors
Alabama
$53.2K -$5.86K -36 -10%
VLKIM
252
Van Lanschot Kempen Investment Management
Netherlands
$52.3K – – –
ACM
253
Accent Capital Management
Ohio
$49.7K – – –
Rockefeller Capital Management
254
Rockefeller Capital Management
New York
$47K +$20.8K +128 +74%
GKIM
255
GW&K Investment Management
Massachusetts
$47K +$21.3K +131 +77%
CH
256
Cromwell Holdings
Wyoming
$43.2K -$163 -1 -0.4%
CIBC Private Wealth Group
257
CIBC Private Wealth Group
Georgia
$36.5K +$488 +3 +1%
KAS
258
Kestra Advisory Services
Texas
$34.1K +$35.6K +219 New
SO
259
STRS Ohio
Ohio
$32.4K -$1.95K -12 -5%
HI
260
Harbour Investments
Wisconsin
$32.3K – – –
TFIPS
261
Towarzystwo Funduszy Inwestycyjnych PZU SA
$29.6K – – –
CIAS
262
CBIZ Investment Advisory Services
Ohio
$24.7K +$3.9K +24 +18%
Jones Financial Companies
263
Jones Financial Companies
Missouri
$22.4K +$23.3K +143 +14,300%
CWP
264
Clark Wealth Partners
Illinois
$19.8K – – –
SAM
265
Smartleaf Asset Management
Massachusetts
$18.2K -$80.5K -495 -81%
VCM
266
Versant Capital Management
Arizona
$18K -$170K -1,046 -90%
FMP
267
Financial Management Professionals
Texas
$17.9K – – –
OP
268
ORG Partners
Indiana
$17.9K – – –
CPG
269
Cornerstone Planning Group
New Jersey
$17.2K -$2.6K -16 -13%
FHC
270
First Horizon Corporation
Tennessee
$17K -$2.6K -16 -13%
CA
271
Centerpoint Advisors
Massachusetts
$15K – – –
PWPS
272
Pinnacle Wealth Planning Services
Ohio
$13.5K +$14.2K +87 New
SWM
273
Spire Wealth Management
Virginia
$13.2K -$51.3K -315 -79%
BWA
274
Basecamp Wealth Advisors
Washington
$12.3K +$12.9K +79 New
Optiver Holding
275
Optiver Holding
Netherlands
$12.3K +$12.9K +79 New