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Name Holding Trade Value Shares
Change
Change in
Stake
IA
676
Inspire Advisors
Idaho
$317K +$43.8K +218 +18%
Renaissance Technologies
677
Renaissance Technologies
New York
$315K -$221K -1,100 -44%
KPWS
678
Kestra Private Wealth Services
Texas
$312K -$14.9K -74 -5%
CC
679
Courier Capital
New York
$310K
LSA
680
Leonteq Securities AG
Switzerland
$305K -$342K -1,703 -56%
FFM
681
Forum Financial Management
Illinois
$303K +$1K +5 +0.4%
TF
682
TIAA FSB
Florida
$301K +$269K +1,339 New
KFC
683
Klingenstein Fields & Co
New York
$297K
GPWA
684
Great Point Wealth Advisors
Massachusetts
$297K +$2.01K +10 +0.8%
EWA
685
EP Wealth Advisors
California
$296K -$541K -2,695 -53%
EFSCE
686
Enterprise Financial Services Corp (EFSC)
Missouri
$296K -$8.43K -42 -3%
CFFP
687
Center for Financial Planning
Michigan
$295K
AWP
688
Accretive Wealth Partners
New Jersey
$294K
HWM
689
HB Wealth Management
Georgia
$293K +$262K +1,305 New
E
690
Ergoteles
New York
$290K -$5.3M -26,414 -95%
SIM
691
Sentry Investment Management
Wisconsin
$289K -$418K -2,080 -62%
DAS
692
Dynamic Advisor Solutions
Arizona
$289K -$5.02K -25 -2%
BL
693
Balentine LLC
Georgia
$288K +$258K +1,283 New
GDP
694
Great Diamond Partners
Maine
$285K -$10.8K -54 -4%
VIA
695
Vident Investment Advisory
Georgia
$285K -$122K -607 -32%
WPC
696
Wedmont Private Capital
Pennsylvania
$284K +$602 +3 +0.2%
CI
697
CX Institutional
Indiana
$284K +$253K +1,262 New
AWM
698
Aprio Wealth Management
Georgia
$284K +$1.21K +6 +0.5%
OAM
699
Ostrum Asset Management
France
$283K +$201 +1 +0.1%
HI
700
Humankind Investments
New York
$280K -$492K -2,451 -66%