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Name Holding Trade Value Shares
Change
Change in
Stake
SA
501
SRN Advisors
Pennsylvania
$610K -$147K -4,773 -16%
FIM
502
Freedom Investment Management
Connecticut
$597K -$94K -3,059 -11%
AIA
503
Affinity Investment Advisors
California
$596K -$57.7K -1,880 -7%
JIC
504
Johnson Investment Counsel
Ohio
$596K +$7.03K +229 +1%
FTC
505
Farmers Trust Company
Ohio
$588K -$2.98M -97,099 -80%
CA
506
Clearstead Advisors
Ohio
$584K +$8.78K +286 +1%
HI
507
Humankind Investments
New York
$584K +$116K +3,779 +19%
NEI
508
Northwest & Ethical Investments
Ontario, Canada
$583K -$19.7K -642 -3%
CCM
509
CTC Capital Management
Illinois
$583K +$719K +23,400 New
AGA
510
Accuvest Global Advisors
Utah
$578K +$495K +16,115 +227%
NA
511
NewEdge Advisors
Louisiana
$577K -$1.08M -35,123 -60%
IFS
512
Ifrah Financial Services
Arkansas
$577K -$1.84K -60 -0.3%
OPS
513
Orion Portfolio Solutions
Nebraska
$574K +$47.4K +1,544 +7%
WI
514
Wintrust Investments
Illinois
$573K -$301K -9,800 -30%
MBT
515
Montecito Bank & Trust
California
$569K +$19.3K +629 +3%
GC
516
Garde Capital
Washington
$564K – – –
Jacobs Levy Equity Management
517
Jacobs Levy Equity Management
New Jersey
$558K -$129K -4,184 -16%
CGA
518
Crescent Grove Advisors
Illinois
$558K +$46.1K +1,500 +7%
NRS
519
Neville Rodie & Shaw
New York
$548K -$69.1K -2,250 -9%
Jennison Associates
520
Jennison Associates
New York
$548K +$676K +21,996 New
FNBTCON
521
First National Bank & Trust Co of Newtown
Pennsylvania
$547K – – –
FTDI
522
First Trust Direct Indexing
Massachusetts
$545K -$45.1K -1,469 -6%
CF
523
Copperwynd Financial
Arizona
$542K -$28.3K -922 -4%
LWM
524
Lyell Wealth Management
California
$541K +$374K +12,175 +128%
BCI
525
Brinker Capital Investments
Pennsylvania
$539K -$116K -3,790 -15%