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Name Holding Trade Value Shares
Change
Change in
Stake
CCM
151
Coldstream Capital Management
Washington
$1.43M +$669K +11,758 +101%
MPPW
152
Mitchell & Pahl Private Wealth
Oklahoma
$1.42M +$26.3K +462 +2%
SAI
153
Systematic Alpha Investments
New Jersey
$1.4M
UCFA
154
United Capital Financial Advisors
Texas
$1.4M -$27.4K -482 -2%
WFI
155
West Family Investments
California
$1.39M +$632K +11,110 +95%
AAS
156
Avantax Advisory Services
Texas
$1.39M +$402K +7,067 +45%
DWT
157
Dorsey & Whitney Trust
South Dakota
$1.38M -$69.7K -1,225 -5%
GF
158
Gabelli Funds
New York
$1.38M
VAS
159
Vestmark Advisory Solutions
Massachusetts
$1.37M +$1.28M +22,543 New
Allspring Global Investments
160
Allspring Global Investments
North Carolina
$1.35M +$18.2K +320 +1%
VF
161
Virtu Financial
New York
$1.33M +$326K +5,723 +36%
TBC
162
Ted Buchan & Co
California
$1.3M +$1.21M +21,314 New
PA
163
Profund Advisors
Maryland
$1.24M +$40K +703 +4%
PFS
164
Prospera Financial Services
Texas
$1.24M +$403K +7,072 +53%
MCM
165
Mork Capital Management
California
$1.23M
RC
166
RBF Capital
California
$1.22M
SWP
167
Sagespring Wealth Partners
Tennessee
$1.21M +$197K +3,468 +21%
DADC
168
D.A. Davidson & Co
Montana
$1.18M
HC
169
Henshaw Capital
Massachusetts
$1.17M -$854K -14,997 -44%
Pzena Investment Management
170
Pzena Investment Management
New York
$1.15M +$61.1K +1,074 +6%
SS
171
SBI Securities
Japan
$1.13M -$83.1K -1,460 -7%
MP
172
McDonald Partners
Ohio
$1.12M +$35.6K +625 +4%
SAM
173
Smartleaf Asset Management
Massachusetts
$1.09M +$50K +879 +5%
GT
174
Greenleaf Trust
Michigan
$1.09M -$2.96K -52 -0.3%
IP
175
Ignite Planners
California
$1.08M +$14.4K +253 +1%