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Name Holding Trade Value Shares
Change
Change in
Stake
IA
351
Inspire Advisors
Idaho
$322K +$337K +10,841 New
Envestnet Portfolio Solutions
352
Envestnet Portfolio Solutions
Illinois
$313K +$32.9K +1,059 +11%
OWA
353
Outlook Wealth Advisors
Texas
$306K +$35.9K +1,157 +13%
SPC
354
Sigma Planning Corp
Michigan
$301K -$301K -9,679 -49%
Carson Wealth (CWM LLC)
355
Carson Wealth (CWM LLC)
Nebraska
$300K -$5.47K -176 -2%
LFP
356
Lakeshore Financial Planning
Michigan
$299K -$12.8K -413 -4%
Cerity Partners
357
Cerity Partners
New York
$299K +$54.8K +1,765 +21%
PWA
358
Phoenix Wealth Advisors
North Carolina
$299K -$4.22K -136 -1%
ProShare Advisors
359
ProShare Advisors
Maryland
$298K -$26.9K -867 -8%
PFS
360
Prospera Financial Services
Texas
$297K +$7.02K +226 +2%
SAM
361
Shell Asset Management
Netherlands
$287K +$300K +9,664 New
RP
362
Riverbridge Partners
Minnesota
$282K
ATC
363
Argent Trust Co
Tennessee
$282K -$12.4K -400 -4%
DADC
364
D.A. Davidson & Co
Montana
$278K -$392K -12,629 -57%
BFM
365
Boothbay Fund Management
New York
$277K +$290K +9,339 New
Neuberger Berman Group
366
Neuberger Berman Group
New York
$275K -$12.9M -416,165 -98%
MCM
367
MAI Capital Management
Ohio
$275K -$3.85K -124 -1%
BCM
368
Bayesian Capital Management
New York
$273K +$286K +9,200 New
SCM
369
Shelton Capital Management
Colorado
$271K -$11.3K -364 -4%
BC
370
Bridgefront Capital
Texas
$271K +$283K +9,127 New
WAM
371
WFA Asset Management
Wisconsin
$267K +$963 +31 +0.3%
RCM
372
Radnor Capital Management
Pennsylvania
$267K +$280K +9,000 New
SIMG
373
Sonora Investment Management Group
Arizona
$267K
CT
374
Colonial Trust
South Carolina
$266K
GT
375
Greenleaf Trust
Michigan
$265K -$14K -452 -5%