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Name Holding Trade Value Shares
Change
Change in
Stake
MSFP
276
Mark Sheptoff Financial Planning
Connecticut
$274K +$262K +4,400 +1,467%
Holocene Advisors
277
Holocene Advisors
New York
$266K
CA
278
Cetera Advisors
Colorado
$265K
BOPW
279
Brandywine Oak Private Wealth
Pennsylvania
$261K -$1.6K -27 -0.6%
GT
280
Greenleaf Trust
Michigan
$261K +$7.91K +133 +3%
CI
281
Cigna Investments
Connecticut
$261K +$17.8K +300 +7%
ASN
282
Advisory Services Network
Georgia
$244K +$2.2K +37 +0.9%
BTWM
283
Baker Tilly Wealth Management
Wisconsin
$237K -$2.02K -34 -0.8%
IRF
284
IBM Retirement Fund
New York
$235K
Franklin Resources
285
Franklin Resources
California
$235K +$240K +4,031 New
GC
286
Globeflex Capital
California
$226K
IC
287
IEQ Capital
California
$225K -$46K -774 -17%
HFM
288
Harvest Fund Management
China
$225K +$144K +2,429 +169%
S
289
SignatureFD
Georgia
$223K -$1.72K -29 -0.8%
KIA
290
KCM Investment Advisors
California
$223K
PWPS
291
Pinnacle Wealth Planning Services
Ohio
$223K +$2.38K +40 +1%
II
292
Inspire Investing
Idaho
$220K +$224K +3,762 New
DCM
293
Driehaus Capital Management
Illinois
$220K +$224K +3,776 New
Mercer Global Advisors
294
Mercer Global Advisors
Colorado
$217K +$221K +3,719 New
MML Investors Services
295
MML Investors Services
Massachusetts
$214K +$218K +3,668 New
Stifel Financial
296
Stifel Financial
Missouri
$204K -$1.27M -21,412 -86%
Vanguard Personalized Indexing Management
297
Vanguard Personalized Indexing Management
California
$204K -$87.3K -1,468 -30%
Canada Pension Plan Investment Board
298
Canada Pension Plan Investment Board
Ontario, Canada
$177K +$115K +1,931 +174%
IA
299
IFP Advisors
Florida
$160K +$4.28K +72 +3%
EI
300
Ellevest Inc
New York
$147K +$121K +2,042 +426%