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Name Holding Trade Value Shares
Change
Change in
Stake
GSWM
376
Greenup Street Wealth Management
Michigan
$232K
HPCM
377
Hunter Perkins Capital Management
Illinois
$231K +$218K +7,900 New
QCG
378
Quadrant Capital Group
Ohio
$228K -$10.3K -374 -5%
GT
379
Greenleaf Trust
Michigan
$228K +$215K +7,787 New
JMPWA
380
JP Morgan Private Wealth Advisors
California
$222K -$16.1K -584 -7%
CCM
381
Coldstream Capital Management
Washington
$221K +$208K +7,540 New
CAM
382
Cresset Asset Management
Illinois
$219K +$206K +7,470 New
Lazard Asset Management
383
Lazard Asset Management
New York
$218K +$207K +7,496 New
HNB
384
Huntington National Bank
Ohio
$217K +$910 +33 +0.4%
CAM
385
Concorde Asset Management
Michigan
$217K
VAS
386
Vestmark Advisory Solutions
Massachusetts
$212K +$200K +7,255 New
PA
387
Profund Advisors
Maryland
$210K -$29.6K -1,073 -13%
CIBC Asset Management
388
CIBC Asset Management
Ontario, Canada
$209K
AWM
389
AE Wealth Management
Kansas
$209K +$197K +7,140 New
OAM
390
Oppenheimer Asset Management
New York
$202K +$191K +6,915 New
LFAS
391
Level Four Advisory Services
Texas
$202K -$27.6K -1,000 -13%
AAS
392
Avantax Advisory Services
Texas
$202K +$190K +6,890 New
MAM
393
Meeder Asset Management
Ohio
$200K
SOW
394
State of Wyoming
Wyoming
$179K +$80.4K +2,918 +91%
Northwestern Mutual Wealth Management
395
Northwestern Mutual Wealth Management
Wisconsin
$178K -$16.7K -607 -9%
S
396
SignatureFD
Georgia
$167K +$6.67K +242 +4%
C
397
Covestor
United Kingdom
$159K +$14.6K +529 +11%
EWM
398
Endurance Wealth Management
Rhode Island
$150K
CA
399
Clearstead Advisors
Ohio
$142K
BWM
400
BerganKDV Wealth Management
Minnesota
$141K -$60.7K -2,204 -31%