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Name Holding Trade Value Shares
Change
Change in
Stake
KIA
376
KCM Investment Advisors
California
$261K
V
377
Veritable
Delaware
$258K +$250K +3,788 New
CIBC Asset Management
378
CIBC Asset Management
Ontario, Canada
$255K -$137K -2,079 -36%
BTWM
379
Baker Tilly Wealth Management
Wisconsin
$253K -$24.5K -370 -9%
AWM
380
Alterna Wealth Management
Texas
$248K
EI
381
EDMP Inc
Florida
$243K +$236K +3,564 New
SAM
382
Sawgrass Asset Management
Florida
$241K -$58K -878 -20%
DCM
383
Dupont Capital Management
Delaware
$235K -$44.1K -668 -16%
HP
384
Hilltop Partners
Indiana
$235K +$228K +3,443 New
ISWM
385
Independent Solutions Wealth Management
New York
$234K -$8.46K -128 -4%
AWM
386
AE Wealth Management
Kansas
$233K +$226K +3,416 New
AI
387
Atom Investors
Texas
$232K +$225K +3,404 New
CG
388
Cutler Group
California
$226K +$219K +3,318 New
LTI
389
Laffer Tengler Investments
Tennessee
$223K +$216K +3,275 New
FFM
390
Forum Financial Management
Illinois
$221K +$214K +3,243 New
BPA
391
Beacon Pointe Advisors
California
$219K +$212K +3,206 New
Dimensional Fund Advisors
392
Dimensional Fund Advisors
Texas
$216K -$11.1M -167,450 -5%
HI
393
Humankind Investments
New York
$215K +$209K +3,155 New
SP
394
Symmetry Partners
Connecticut
$214K +$207K +3,134 New
JWCA
395
J.W. Coons Advisors
Ohio
$205K +$198K +3,000 New
BFM
396
Boothbay Fund Management
New York
$202K +$196K +2,958 New
XT
397
XTX Topco
Cayman Islands
$201K -$1.32M -19,960 -87%
CC
398
Centiva Capital
New York
$201K -$815K -12,336 -81%
TPCW
399
TD Private Client Wealth
New York
$187K -$11.2K -169 -6%
BBHC
400
Brown Brothers Harriman & Co
New York
$183K