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Name Holding Trade Value Shares
Change
Change in
Stake
HTC
251
Haverford Trust Company
Pennsylvania
$258K -$7.32K -744 -3%
CCM
252
Coldstream Capital Management
Washington
$256K -$115K -11,724 -32%
WSFS
253
Wilmington Savings Fund Society
Delaware
$255K +$18.8K +1,905 +8%
CA
254
Clearstead Advisors
Ohio
$254K +$2.17K +220 +0.9%
IAA
255
Independent Advisor Alliance
North Carolina
$250K -$29.8K -3,030 -11%
SI
256
Seeds Investor
New York
$249K +$10.1K +1,021 +4%
MW
257
Marcum Wealth
Ohio
$246K -$7.95K -808 -3%
Carson Wealth (CWM LLC)
258
Carson Wealth (CWM LLC)
Nebraska
$243K -$8.29K -842 -3%
EWA
259
EP Wealth Advisors
California
$238K -$1.86K -189 -0.8%
B
260
Bailard
California
$237K +$227K +23,038 New
Bessemer Group
261
Bessemer Group
New Jersey
$237K +$6.53K +663 +3%
AT
262
American Trust
Kentucky
$235K +$225K +22,832 New
FCG
263
Fielder Capital Group
Tennessee
$235K
CWM
264
Congress Wealth Management
Massachusetts
$230K +$221K +22,474 New
GI
265
GAMMA Investing
California
$227K +$8.24K +837 +4%
RP
266
Riverbridge Partners
Minnesota
$226K +$65.2K +6,628 +43%
GCM
267
Graham Capital Management
Connecticut
$226K +$216K +21,986 New
VCM
268
Versant Capital Management
Arizona
$225K +$181K +18,381 +523%
AWM
269
Apollon Wealth Management
South Carolina
$224K +$10.9K +1,111 +5%
PP
270
PDS Planning
Ohio
$223K +$15.7K +1,598 +8%
SAM
271
Smartleaf Asset Management
Massachusetts
$222K -$404 -41 -0.2%
EWA
272
EverSource Wealth Advisors
Alabama
$221K +$67.7K +6,873 +47%
HT
273
Headlands Technologies
Illinois
$220K +$210K +21,358 New
OL
274
Optas LLC
Texas
$220K +$31.9K +3,240 +18%
PI
275
PFG Investments
New York
$219K -$8.75K -889 -4%