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Name Holding Trade Value Shares
Change
Change in
Stake
WI
401
Wahed Invest
New York
$154K +$13.6K +618 +9%
BWM
402
Baystate Wealth Management
Massachusetts
$142K +$5.21K +236 +4%
CT
403
Cambridge Trust
Massachusetts
$122K
UB
404
UMB Bank
Missouri
$110K -$36.9K -1,672 -25%
IRC
405
Investors Research Corp
Georgia
$98.6K
HNB
406
Huntington National Bank
Ohio
$95.4K +$353 +16 +0.4%
LTI
407
Laffer Tengler Investments
Tennessee
$93.1K +$95.9K +4,343 New
SPIA
408
Steward Partners Investment Advisory
New York
$92.4K +$243 +11 +0.3%
SIM
409
Sentry Investment Management
Wisconsin
$84K
PPWM
410
PFG Private Wealth Management
Florida
$84K +$86.2K +3,901 New
EI
411
Ellevest Inc
New York
$81.2K +$14.7K +667 +21%
S
412
SignatureFD
Georgia
$80.8K +$28.5K +1,291 +52%
Northwestern Mutual Wealth Management
413
Northwestern Mutual Wealth Management
Wisconsin
$80.8K -$10K -454 -11%
FA
414
Fortis Advisors
Pennsylvania
$80K
HI
415
Harbour Investments
Wisconsin
$75.2K -$3.91K -177 -5%
IA
416
IFP Advisors
Florida
$73K -$40K -1,813 -50%
HWA
417
Heritage Wealth Advisors
Virginia
$64.4K
AF
418
Allworth Financial
California
$62.4K -$18K -817 -22%
ASN
419
Advisory Services Network
Georgia
$62.2K -$525K -23,789 -89%
PCM
420
Penserra Capital Management
California
$60K +$1.32K +60 +2%
Dimensional Fund Advisors
421
Dimensional Fund Advisors
Texas
$54.9K -$883K -39,999 -2%
TFA
422
Toth Financial Advisory
Virginia
$53.6K -$1.1K -50 -2%
Credit Agricole
423
Credit Agricole
France
$53.6K
CTC
424
Central Trust Company
Missouri
$52.5K
MA
425
Montag & Associates
Georgia
$51.4K