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Name Holding Trade Value Shares
Change
Change in
Stake
BC
501
Bartlett & Co
Ohio
$86K +$98K +1,045 New
BCWM
502
Bartlett & Co Wealth Management
Ohio
$85.6K +$98K +1,045 New
SIM
503
Sentry Investment Management
Wisconsin
$84K -$16.1K -172 -14%
C
504
Covestor
United Kingdom
$84K +$41.3K +441 +76%
WA
505
WestEnd Advisors
North Carolina
$81K -$94 -1 Closed
EWA
506
EverSource Wealth Advisors
Alabama
$79K +$88.8K +947 +5,919%
SWM
507
Spire Wealth Management
Virginia
$74K -$99.8K -1,065 -54%
MCM
508
Manchester Capital Management
Vermont
$74K -$94 -1 -0.1%
FMII
509
Farmers & Merchants Investments Inc
Nebraska
$72K -$91.8K -979 -53%
Federated Hermes
510
Federated Hermes
Pennsylvania
$72K -$31.2K -333 -27%
DMBA
511
Deseret Mutual Benefit Administrators
Utah
$65K
Koshinski Asset Management
512
Koshinski Asset Management
Illinois
$63.5K +$15.6K +166 +27%
T
513
TOBAM
France
$62K +$29.7K +317 +73%
RA
514
Rise Advisors
New York
$61K -$937 -10 -1%
CA
515
Continuum Advisory
Idaho
$61K +$14.5K +155 +0.6%
PFS
516
Prospera Financial Services
Texas
$61K +$69.7K +743 New
NSIM
517
North Star Investment Management
Illinois
$60K -$68.2K -728 -50%
BLC
518
Brown, Lisle/Cummings
Rhode Island
$57.3K
Macquarie Group
519
Macquarie Group
Australia
$56.1K +$785K +8,375 +1%
OC
520
Oakworth Capital
Alabama
$53K -$3.09K -33 -5%
FHA
521
First Horizon Advisors
Tennessee
$49K -$12.5K -133 -18%
Bessemer Group
522
Bessemer Group
New Jersey
$48K -$94 -1 -0.2%
DCM
523
Dupont Capital Management
Delaware
$46K -$11.9K -127 -18%
VNA
524
Valley National Advisers
Pennsylvania
$45K
WTA
525
Washington Trust Advisors
Massachusetts
$44K