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Name Holding Trade Value Shares
Change
Change in
Stake
OAM
401
Oppenheimer Asset Management
New York
$228K +$233K +6,754 New
CIBC Asset Management
402
CIBC Asset Management
Ontario, Canada
$227K -$15K -433 -6%
MIM
403
Morningstar Investment Management
Illinois
$225K
OIS
404
Okabena Investment Services
Minnesota
$218K
FHB
405
First Hawaiian Bank
Hawaii
$218K +$223K +6,469 New
SWM
406
Shakespeare Wealth Management
Wisconsin
$217K +$449 +13 +0.2%
PA
407
Profund Advisors
Maryland
$217K -$65K -1,883 -23%
ECM
408
Evergreen Capital Management
Washington
$216K +$221K +6,394 New
S
409
SignatureFD
Georgia
$215K +$9.01K +261 +4%
FTDI
410
First Trust Direct Indexing
Massachusetts
$214K +$220K +6,363 New
TIA
411
Traphagen Investment Advisors
New Jersey
$212K
SAM
412
Smartleaf Asset Management
Massachusetts
$210K +$863 +25 +0.4%
FFA
413
Farther Finance Advisors
California
$210K +$207K +5,981 +2,327%
QCM
414
QRG Capital Management
Illinois
$205K +$209K +6,067 New
MAP
415
Moody Aldrich Partners
Massachusetts
$202K -$104 -3 -0.1%
Northwestern Mutual Wealth Management
416
Northwestern Mutual Wealth Management
Wisconsin
$196K +$4.94K +143 +3%
WT
417
Whittier Trust
California
$192K -$1.24K -36 -0.6%
CI Investments Inc
418
CI Investments Inc
Ontario, Canada
$170K +$1.04K +30 +0.6%
KBC Group
419
KBC Group
Belgium
$168K +$19.9K +575 +13%
C
420
Covestor
United Kingdom
$165K +$157K +4,553 +1,286%
OAM
421
Ostrum Asset Management
France
$156K +$37.2K +1,077 +30%
MWA
422
MFA Wealth Advisors
Pennsylvania
$151K -$108K -3,138 -41%
CIBC Private Wealth Group
423
CIBC Private Wealth Group
Georgia
$135K +$134K +3,885 +2,679%
IGWM
424
ICA Group Wealth Management
Colorado
$131K
GWP
425
Gen-Wealth Partners
Michigan
$124K +$1.73K +50 +1%