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Name Holding Trade Value Shares
Change
Change in
Stake
CTA
451
Chesley Taft & Associates
Illinois
$1.45M
MFGP
452
Marshall Financial Group (Pennsylvania)
Pennsylvania
$1.44M +$1.44M +6,643 New
BAM
453
Blueshift Asset Management
New Jersey
$1.41M +$916K +4,218 +187%
Creative Planning
454
Creative Planning
Kansas
$1.4M +$583K +2,684 +71%
KRSITF
455
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$1.4M +$180K +828 +15%
PF
456
Phoenix Financial
Israel
$1.38M -$1.02M -4,681 -42%
OPS
457
Orion Portfolio Solutions
Nebraska
$1.38M -$198K -910 -13%
NSAM
458
North Star Asset Management
Wisconsin
$1.38M
IEFM
459
IQ EQ Fund Management
Ireland
$1.38M +$1.38M +6,340 New
ASN
460
Advisory Services Network
Georgia
$1.37M +$1.52K +7 +0.1%
SWP
461
Stratos Wealth Partners
Ohio
$1.34M -$209K -964 -13%
HCP
462
Holt Capital Partners
Texas
$1.33M -$16.3K -75 -1%
CPC
463
Consolidated Planning Corp
Georgia
$1.32M +$1.32M +6,093 New
VI
464
Vestcor Inc
New Brunswick, Canada
$1.31M +$309K +1,421 +31%
EP
465
Eversept Partners
New York
$1.31M -$11.6M -53,546 -90%
AIM
466
Aquila Investment Management
New York
$1.3M -$1.3M -6,000 -50%
PAM
467
Paradigm Asset Management
New York
$1.3M
Northwestern Mutual Wealth Management
468
Northwestern Mutual Wealth Management
Wisconsin
$1.3M +$32.6K +150 +3%
HWAM
469
Hennion & Walsh Asset Management
New Jersey
$1.26M -$27.1K -125 -2%
HA
470
Herold Advisors
New York
$1.26M +$65.1K +300 +5%
KAS
471
Kestra Advisory Services
Texas
$1.25M +$110K +507 +10%
LOIM
472
Liberty One Investment Management
Illinois
$1.24M +$198K +911 +22%
WP
473
WealthShield Partners
North Carolina
$1.24M +$14.3K +66 +1%
SSWM
474
Smith Salley Wealth Management
North Carolina
$1.23M -$16.9K -78 -1%
William Blair & Company
475
William Blair & Company
Illinois
$1.19M +$101K +463 +9%