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Name Holding Trade Value Shares
Change
Change in
Stake
BFS
426
Bradley Foster & Sargent
Connecticut
$463K – – –
TRIA
427
Trail Ridge Investment Advisors
Colorado
$459K +$1.65K +19 +0.4%
CFA
428
CWS Financial Advisors
Michigan
$457K – – –
FBT
429
First Bankers Trust
Kentucky
$447K – – –
Envestnet Portfolio Solutions
430
Envestnet Portfolio Solutions
Illinois
$442K +$35.6K +411 +9%
CIBC Asset Management
431
CIBC Asset Management
Ontario, Canada
$439K +$23.5K +271 +5%
CWP
432
Curated Wealth Partners
California
$439K – – –
MSS
433
Mitchell Sinkler & Starr
Pennsylvania
$434K – – –
CFMC
434
Curbstone Financial Management Corp
New Hampshire
$430K – – –
JF
435
Jump Financial
Illinois
$421K -$2.08M -24,030 -83%
QCM
436
Qsemble Capital Management
New York
$421K +$433K +5,000 New
LNWWM
437
Laird Norton Wetherby Wealth Management
California
$417K +$24.4K +282 +6%
FAIM
438
Financial Advocates Investment Management
Washington
$411K +$28.3K +327 +7%
AC
439
Allstate Corporation
Illinois
$410K +$422K +4,867 New
IFWM
440
Institute for Wealth Management
Colorado
$410K +$10.3K +119 +3%
DADC
441
D.A. Davidson & Co
Montana
$408K – – –
TMAM
442
Tokio Marine Asset Management
Japan
$407K – – –
CI Investments Inc
443
CI Investments Inc
Ontario, Canada
$406K +$174K +2,011 +72%
ECM
444
Evergreen Capital Management
Washington
$406K +$29.9K +345 +8%
SYBT
445
Stock Yards Bank & Trust
Kentucky
$405K – – –
OWA
446
Outlook Wealth Advisors
Texas
$403K +$66.7K +769 +19%
SIC
447
Sigma Investment Counselors
Michigan
$395K -$32.1K -370 -7%
NC
448
NovaPoint Capital
Georgia
$392K +$65K +750 +19%
MIM
449
Marco Investment Management
Georgia
$388K – – –
CTWM
450
Cherry Tree Wealth Management
Minnesota
$386K – – –